85 ordspråk av Gene Munster

Gene Munster

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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.

There is continued evidence that Apple is gaining share. Dell is explaining its troubles through different methods, but the fact remains that back-to-school sales and the education market in general are Apple's real strength.

Now families want a second computer and the reason they want a second computer is for entertainment.

We estimate iPod Photos to be around 7 percent of the total iPods sold.

The amount of money they can make on it is potentially high.

The phone market is 13 times larger than the MP3 player market, ... outperform.

It's an example of a new market that Apple could enter to capitalize on its powerful brand.

It's a huge opportunity. If they decide not to, then it's a big risk, because someone else will come out and do it well.

[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.

If Apple pursues more relationships like the Motorola one, it will have missed an opportunity, ... outperform.

From a revenue standpoint, the phone is a non-event for Apple.

[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.

It's neat, but less of an event.

The iPod nano will do two things. First, it will draw more people into the market, and second, it will fuel a strong replacement cycle.

It's inevitable that over time their market share declines. It's safe to say that nobody can sustain an 80 percent market share in a consumer electronics business for more than two or three years. It's pretty much impossible.

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