Clearly, Apple is responding to competition, because they wouldn't make a move like this if there weren't competitors.
More Quotes from Gene Munster:
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.Gene Munster
Customers are basically doing back flips over this thing. People see the ads and they see it on the Web, but until they actually have one in there hand they just don't get it.
Gene Munster
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.
Gene Munster
The phone market is 13 times larger than the MP3 player market, ... outperform.
Gene Munster
Despite the fact they said it would be the middle of next year, they need to have an Intel-based Mac on Tuesday.
Gene Munster
It's impossible for anyone to have a call to say that the lack of availability of third-party software is affecting Apple.
Gene Munster
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