We view price increases as inevitable, |
We view price increases as inevitable. But we believe it's premature at this point. |
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. |
What Apple has is great design and a great brand, ... This is the logical next step. |
What Apple's doing is laying the groundwork for the next frontier in home entertainment. |
What Jobs has done. Is put out an open invitation to content providers. Apple's showing that the demand is out there, and they (content providers) need to see that their customers are coming to Apple. |
Whatever they say, people just add on 30% to their earnings. |
While the Street generally thinks Adobe is coming out of a product cycle, we believe Adobe is going into a product cycle. |
You can own (Apple shares) safely for the second half of the year, when things should pick up. |
You can't patent the alphabet. Creative and Microsoft seem to have similar claims and the reality is, there are a lot of variations you can do with the interface. One of two things will happen: Apple will get around the claim or they will tweak their existing interface enough to get around the claim. |