[Apparently I'm not the only one. Wal-Mart's entrance into digital-music downloads] is kind of comical, ... The typical Wal-Mart user isn't tech-savvy. |
[At the same time, he knows the mobile-phone market could be tremendously important for digital music in the future. So he's positioning Apple to be ready for a sales boom without leading the charge himself.] They don't want to cannibalize their business, ... to give people a little taste. |
[Did Apple's designers suffer a rare brain cramp? Not likely. Rather, it looks like Jobs is making a careful gamble. He doesn't want the music-phone market to soar, at least not right away. That could cut into his iPod franchise, the source of almost all his revenue and profit growth. At the same time, he knows the mobile-phone market could be tremendously important for digital music in the future. So he's positioning Apple to be ready for a sales boom without leading the charge himself.] They don't want to cannibalize their business, ... to give people a little taste. |
[The new Napster thinks that the name has tremendous brand value.] We've done two studies with consumers, ... Seventy-five percent of people recognized the Napster brand. It's recognized as one of the biggest brands. |
About 90 percent of the music store's success has to do with the devices that it works with, |
About 90 percent of the music store's success has to do with the devices that it works with. |
And, separately, they want to become the clearinghouse for all forms of digital media entertainment, |
And, separately, they want to become the clearinghouse for all forms of digital media entertainment. |
Apple already has a huge market share (for MP3 players), and this is just going to make it grow higher, |
Apple dominates this market. You can spin a bottle to see who will be in distant second place. |
Apple has been the pioneer in bringing together the entertainment world and the technology world. |
Apple is being conservative. If you believe in their vision, that they will continue to innovate and get new products out, then this is an overreaction. |
Apple users tend to be fanatically positive and feel they must tell others. |
At the most, France represents 2% of music sales. |
Before, I and a lot of other people thought online music services were the demand driver in themselves. But the music services are driven by the hardware side. Looking at [the media player market], you have to take it six months at a time, and over time something's got to give. |