Gene Munster
Gene Munster
apple believe consumer despite digital foundation hints hub lack useful works
Despite a lack of hints from the company, we believe it is useful to hypothesize on new initiatives Apple may have in the works and take a look at which initiatives, if any, make sense for the company, ... We believe Apple has a foundation in place to be the hub for consumer digital media.
apple army biggest compatible devices efficient harder hardware job microsoft multiple process reason software true types
The biggest reason is that Microsoft has a much harder job to do. They need to be compatible with an army of devices and different types of software and different hardware platforms. Apple only has to be true to itself, and because of that the development process is multiple times more efficient for Apple.
affecting anyone call impossible lack software
It's impossible for anyone to have a call to say that the lack of availability of third-party software is affecting Apple.
build buy fix people products
They've got to fix that. They need to actually build the products before people will buy them.
devices music percent success works
About 90 percent of the music store's success has to do with the devices that it works with.
digital forms media
And, separately, they want to become the clearinghouse for all forms of digital media entertainment,
apple effort force people safe stores supply
It's safe to say that Apple is restricting supply to their own stores in an effort to, in my opinion, force people into their own stores.
basically drivers gave grip stronger year
Their grip is getting stronger in the market. The nano basically gave them another year in the drivers seat.
change question trajectory
If they had a $750 laptop, that would change the trajectory of things. The question is, will they do it?
add people whatever
Whatever they say, people just add on 30% to their earnings.
best download guess illegal legal song
Our best guess is that for every legal song download there are 75 illegal downloads.