According to the research outfit, Mac sales for July and August are up seven percent year-over-year. If this proves true, Apple (AAPL) should sell somewhere around 2.75 and 2.8 million Macs in the quarter, which would match or slightly exceed Wall Street consensus estimates. IPod sales should meet estimates as well, though NPD reports that year-over-year sales during July and August were down 16 percent.

Munster figures Apple will sell 9.5 million to 10.5 million iPods for the quarter. The Street is looking for 10 million, and with the launch of the newest nano, Apple will likely meet this goal.

“We are expecting reacceleration in the final month of the quarter given the new iPod nanos that shipped on 9/9,” Munster explained. “Also, iPod international is growing faster than domestic. In other words, we believe the actual reported numbers for iPod will be slightly better than NPD would suggest.”

BoomTown was abuzz with Pixis, Plums and power this week as Kara focused on tech that wasn’t Apple, and reminded us that lady geeks hold the power in Silicon Valley.

While Apple was gathering clouds for its Rock and Roll storm, Palm (PALM) released the teeny Pixi, designed, Palm hopes, to steal some of that Apple (AAPL) thunder. The Pixi smart phone, while smaller and thinner, reported Kara, has fewer features and less power than the already available Pre.

Small can be good in the world of tech, and BoomTown reported that a certain Nordic tech behemoth thinks so too. Nokia (NOK) announced that it had acquired “microsocial networking” start-up Plum, whose signature offering allows users to build smaller, more intimate electronic social networks.

Kara did it “like a boss” this week and highlighted the tech sector mavens from Fortune magazine’s annual list of most powerful women. Ursula Burns of Xerox (XRX), IBM-er (IBM) Ginni Rometty and Oracle (ORCL) President Safra Catz were among those at the top. BoomTown will be at the upcoming conference associated with the Fortune list, so look for Kara’s Flip video interviews with these Titanias of tech.

It was nice of Apple to release new iPods just in time for John’s birthday this week, and Digital Daily returned the favor with high-bandwidth, hard-rockin’ coverage of Apple’s music-themed event, complete with live photos and blogging. John liked the video feature of the new iPod nano, but focused on the biggest news of the week–Apple’s upgraded CEO.

Digital Daily’s Apple coverage didn’t stop at The Steve. Ever since announcement of the exclusive Apple-AT&T (T) partnership, current and would-be iPhone freaks have speculated as to what kind of deal will be struck when that contract expires. John reported that iSuppli prognosticators think the agreement may be extended when it runs out in 2010.

John closed out the week with Twitter leaks about the newest incarnation of Microsoft’s (MSFT) Google-toppler (GOOG), Bing. Microsoft showcased Bing 2.0 at the annual company meeting, which some employees took as a green light to tweet away about the unreleased product. Microsoft HQ was more tight-lipped, telling John only that the rollout would happen over the next few months.

MediaMemo followed the money this week–specifically advertising dollars. A year after the Lehman collapse, Peter cited a MediaPost survey that showed some growth in ad spending. In a down market, Peter reminded, sometimes the only place to go, is up. Let’s hope so.

Not to be left out of Apple’s party, MediaMemo covered the release of an iPhone app from RealNetworks (RNWK) that brings all-you-can-eat music for a monthly fee. Wall Street barely blinked at the deal, but changes may come if the service catches on as competitor Spotify has in Europe.

And while the NFL won’t let players tweet from the end zone, it is upping its tech quotient by bringing blacked-out games to your Internet browser. MediaMemo reported that the lower-attendance games would be available to tech-savvy sports nuts–after midnight on game day. Get out the Fritos and espresso, guys, its game time.

True to form as the Lincoln of our very own Mt. Techmore, Walt’s address this week was aimed at helping the wayward get back on track with a bevy of new iPhone navigation apps. This new breed of high dollar apps harnesses the power of the iPhone 3GS to replace those ever present dash top GPS navigation units.

Walt extended his techno-presidential benevolence with another installment of Mossberg’s Mailbox. Networked storage, Quicken for Mac and the ominously impending switch to Windows 7 were all up for discussion.

At the Mossberg Solution, Katie tested Postbox, software designed to bring novel management solutions to your inbox. Developed by some of the guys from Mozilla, Postbox does offer lots of great features, Katie said, even if the switch to the new tools might not be easy for all.

Lots more shiny new tech talk next week. Stay tuned.

In fact, it could be argued that public confirmation of Jobs’s health since his return to the company was truly the most significant announcement of the day. As Morgan Keegan analyst Tavis McCourt quipped in a research note issued after the event, “Aside from a lack of a camera on the iPod Touch, everything announced was generally in line with expectations, although it all tends to sound much more revolutionary when Steve Jobs is spinning the story. It was clearly a positive to see him back on stage.”

Piper Jaffray analyst Gene Munster felt similarly: “There was some debate over whether Steve Jobs would deliver the presentation at [the] event,” he said in a note to clients. “He did, and we see this as a sign that he has returned to work at near-full capacity following his health-related leave of absence. We continue to believe he is the primary spokesman and active leader of Apple.”

Munster went on to note that the event was otherwise a bit of a disappointment. Certainly, the lack of a new iPod touch with a built-in video camera, which was viewed by many as almost a sure thing, was a bit of a letdown.

“We were expecting a new iPod touch model with a video camera, which Apple did not announce,” Munster said. “The lack of a camera may be due to last-minute quality issues, or it may also be a strategic decision to differentiate the nano from the touch, and the touch from the iPhone. Ultimately we see the lack of a camera in the touch as a move to push users toward the iPhone and drive purchases of multiple devices per customer by segmenting the product lines.”

Or to position the iPod touch as a truly competitive portable gaming device. Certainly, that’s what appeared to be going on yesterday as Apple (AAPL) brought out Ubisoft, Tapulous, Gameloft, and Electronic Arts (ERTS) in quick succession to demo their upcoming new games. And then, there were the data points. Consider these:

• 20 million iPod touches sold to date
• Over 100 million iTunes accounts
• Over 1.8 billion apps downloaded to date. Impressive given that Apple passed one billion apps downloaded just last April
• Over 75,000 apps available
• 21,000 of those 75,000 are games and entertainment apps

So nearly one third of all iPhone OS apps sold to date are games and entertainment apps. Clearly, Jobs was on to something when he told The Wall Street Journal in November 2008, “I think the iPhone and iPod touch may emerge as really viable devices in the mobile games market.”

“Based on our channel checks, the iPhone remains the best selling device at AT&T with both the new $200/$300 iPhone 3GS and $100 legacy iPhone selling very well,” Piper Jaffary analyst Gene Munster said in a research note today.

“In July, our checks had indicated store managers were strongly recommending the legacy iPhone,” Munster notes, “as we believe this was partially driven by store representatives hoping to make the sale with the 3GS stocked out combined with efforts to reduce existing inventory levels of the legacy iPhone. However, in August, our checks indicate store managers are increasingly recommending the 3GS, and we believe this is driven by improved availability of the 3GS at most AT&T stores.”

Munster summarizes: “Overall, the iPhone remains the best selling device and our August checks indicate the iPhone took share from BlackBerry, the Nokia E71x, and most other competitor products. Finally, in our checks at Best Buy, store managers indicated the iPhone was their best selling device with stores selling out of stock as soon as they received the Apple smartphones.”

A bullish assessment, with an even more bullish conclusion: Munster says he expects Apple (AAPL) to ship seven million iPhones in the quarter. If that’s truly the case, Apple should have no trouble beating Wall Street’s expectations for its current quarter despite the gloomy economy.

One last point worth noting here: Munster is not bullish on Apple’s event tomorrow. He describes it as a “non-event,” though he seems convinced Steve Jobs will host it. “We expect Steve Jobs to introduce a new iPod lineup with a new iPod touch, new nanos, and a new classic, with cameras in the new models,” he notes. “We expect the stock to trade off on a lack of surprising announcements.”

Now, in the run-up to tomorrow’s invitation-only Apple event, the question is: Will Apple (AAPL) reach the bar? And with what? The answer, if the latest rumors prove true, depends on your feelings about iPods with cameras. Because according to reports, when Apple refreshes its iPod touch and iPod nano players, both will feature cameras–the nano’s for still images, the touch’s for photos and video.

We may also see a new price point for entry-level touch models, one intended to undermine Microsoft’s (MSFT) forthcoming multitouch Zune with HD display and to really juice App Store sales. Perhaps the 16GB touch at $199 and the 8GB at $150.

Beyond this, the event might also include the announcement of iTunes 9, said to include some sort of social networking element; “Cocktail,” a new music format that bundles full-length albums with art, video and other bells and whistles; and perhaps even Blu-ray support (no Beatles, though). And after that? Well, it’s tough to say. Apple’s never an easy read when it comes to product announcements, even when there’s evidence floating around that would seem to suggest otherwise.

So join us tomorrow for live coverage of Apple’s event to see if the above rumors prove true or if Apple’s got something else entirely up its sleeve. The event kicks off at 10 am PDT.

More interestingly though, Rose says that Apple will uncrate iTunes 8, the first major overhaul of the software since iTunes 7 launched two years ago. Rose claims that iTunes 8 will boast some significant enhancements, among them HD-quality TV show downloads, a new “grid view” browsing feature and a playlist recommendation engine called Genius. “iTunes 8 includes Genius, which makes playlists from songs in your library that go great together,” Rose writes. “Genius also includes Genius sidebar, which recommends music from the iTunes Store that you don’t already have.”

Notably absent from Rose’s list of new features: iTunes Unlimited–the $129-a-year all-you-can-eat subscription service that Apple has been rumored to be considering for some time now.

Like all such reports, Rose’s should be taken with a grain of salt, if not an entire salt lick. Rose was, after all, the guy who erroneously claimed Apple’s first iPhone would feature a slide-out keyboard, dual batteries and CDMA, and GSM support.

“Our latest checks show forecasted calendar 3Q and 2008 iPhone build volumes have been revised significantly higher, with more than 15 million 3G iPhones plus two million old 2G iPhones forecast for 2008,” FBR Capital Market (FBCM) analysts Craig Berger and Robert Pikover explained in a research note to clients today. The two also noted that Apple’s raised build volumes for Macs and iPods as well. “Recent checks show Apple’s 3Q notebook and desktop build volumes were revised up by 10% and 20%, respectively, since our last check,” they explained. “… Apple’s 3Q iPod build volumes were revised up by 15% since our last check and are now set to grow 35% sequentially.”

Interestingly, Berger and Pikover suggest that some of that iPod volume may be in updated iterations of the iconic device. “We hear a new, lower priced Nano may be coming, as well as refreshed versions of the Touch and Classic,” they said.

Scientists at Cornell University’s Baker Institute for Animal Health have nearly managed to reproduce (no pun intended) the minute biological engine that powers a sperm’s flagellum. That engine runs on a high-energy molecule called adenosine triphosphate, or ATP, which sperm create via a metabolic process known as glycolysis.

Now, glycolysis requires 10 enzymes attached in the proper sequence to occur in the body. What the Cornell scientists hope to do is make it occur on a tiny gold chip covered with nickel ions. So far, they have attached three of the 10 enzymes to do that. If they’re able to attach the remaining seven, that little gold chip should generate enough ATP to power a nanodevice. Should that occur, their achievement could usher in a new era of smart in-body medical devices that use blood glucose as fuel.

Said Dr. Erkki Ruoslahti, a nanotechnology researcher at the Burnham Institute for Medical Research in La Jolla, Calif., “Having some sort of way of being able to power nanodevices is the No. 1 bottleneck in constructing really clever devices.”

Macworld San Francisco is still quite a ways off, but the Mac rumor mill is gearing up already. 9to5Mac, which correctly predicted the recent iPod Nano redesign, says Apple may be prepping a new, slimmer line of MacBooks. The rumored machines reportedly feature black-aluminum and silver-aluminum enclosures and a “strange” touchpad, and are slimmer than current MacBook Pros.

Slim enough to require one of those bottom-mounted optical disk drives? We’ll have to wait for the follow-up rumors to find out.

“We expect Apple will enable video features on the Nano line for the first time, and the capacities will likely range from 2GB to 8GB,” Piper Jaffray analyst Gene Munster wrote in a research note published this morning. “The iPod may also be dramatically improved. Though we are less certain of the specifications for the new sixth generation iPod, it may closely resemble the iPhone (without calling features). Specifically, we expect the sixth gen iPod to be a widescreen device with multitouch technology. It may also have Wi-Fi capability and the capacity could be as high as 160GB. Apple will likely raise the lowest iPod price point back up to $299 (from $249). The fifth gen iPod is the longest-lasting iPod model ever; it was released nearly two years ago and refreshed with high capacities and a lower price last September.”

Also making the rounds are rumors that Sept. 5 will see The Beatles appearing on iTunes. Seems the title Apple has chosen for the event–”The Beat Goes On”– also happens to be the closing line of the band’s final press release.

Spring is here and Leeds play Chelsea tomorrow and Ringo and John and George and Paul are alive and well and full of hope. The world is still spinning and so are we and so are you. When the spinning stops – that’ll be the time to worry, not before. Until then, the Beatles are alive and well and the beat goes on, the beat goes on.”

Coincidence? Who knows. As Apple 2.0’s Philip Elmer-DeWitt notes, it was Sonny and Cher, not the Beatles, who made “The Beat Goes On” famous. That said, Apple has been hinting at a deal to distribute the Fab Four’s music for some time now. During the 2007 Macworld keynote address CEO Steve Jobs cued up the song “Lovely Rita” from the Beatles’ “Sgt. Pepper’s Lonely Hearts Club Band.” Coincidence, or another of Apple’s marketing master strokes? Again, who knows. At the time Apple dismissed Jobs’s selection of music as a matter of taste. “Anyone can rip their own CD,” said Eddy Cue, Apple’s vice president for iTunes. “Steve’s a huge Beatles fan–huge. He rips and burns.” A plausible explanation, but one that could have just as easily been smoke and mirrors as well. We’ll find out which on Sept. 5.

UPDATE: Word on the street has it that the Beatles will not play a role in next week’s announcement. Guess we’ll have to make do with Sonny and Cher …