There’s incremental evidence that Apple (AAPL) will report impressive results for its fiscal Q2 ending March.

Piper Jaffray analyst Gene Munster asserts exactly that in a research note today, based on new data from research firm NPD.

NPD reports that Mac units are up 39% year-over-year in the the first two months of the quarter; Munster says the Street has been looking for a 22% drop for the quarter. Likewise, NPD says iPod units through February were up 7% from a year ago; Munster has been expecting a 17% drop in units for the March quaerter.

“We believe the February NPD [data] suggests the quarter is tracking ahead of [the] Street consensus,” Munster writes.

Munster thinks the data suggests the company will sell 2.8 million to 2.9 million Macs in the quarter, above the Street at 2.7 million – and his own estimate at 2.6 million. He sees sales of 9-10 million iPods; while the Street has been expecting about 9 million.

Munster maintains his Overweight rating and $284 price target.

AAPL today is down $3.73, or 1.7%, to $222.87.

Previously: Apple: FY Q2 Trending Well Above Guidance, Analyst Says (March 11, 2010)

Article courtesy of BARRONS.com: Tech Trader Daily