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.
More Quotes from Gene Munster:
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.Gene Munster
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.
Gene Munster
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.
Gene Munster
The phone market is 13 times larger than the MP3 player market, ... outperform.
Gene Munster
And, separately, they want to become the clearinghouse for all forms of digital media entertainment,
Gene Munster
People want to buy digital music, but they don't know what's out there because there's no big brand,
Gene Munster
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Militarily, we succeeded in Vietnam. We won every engagement we were involved in out there.
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