Our best guess is that for every legal song download there are 75 illegal downloads. |
Over the next 10 years, the retail music industry will be turned upside down. |
People want to buy digital music, but they don't know what's out there because there's no big brand, |
Sony is not going to be able to get an edge on this. It's not like you are selling a Walkman that you are putting a tape in — you are selling an experience and that's what Sony doesn't have right now. |
Street thinking over the last two quarters has been that Adobe is going into a slow product year. We believe Adobe is going into a strong product year in fiscal 2006. |
Symantec is milking its (40 million to 50 million users) because most users would rather continue to pay for it than switch. ... That is absolutely the right move. |
The amount of money they can make on it is potentially high. |
The big picture is that obviously Apple is going to try and make an assault on the living room in 2007, and they need to increase the amount of content they are selling in order to make it work. |
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. |
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. |
The mass market still is entrenched in a non-MP3 world. Until that changes, there's just too few iPods out there to move the needle for the overall music industry. |
The only other company that has cheaper products out there is Creative. So not only are Apple products the best, now they're also the cheapest, which makes it impossible for others to compete. |
The phone market is 13 times larger than the MP3 player market, ... outperform. |
the pullback. |
Their grip is getting stronger in the market. The nano basically gave them another year in the drivers seat. |