If Amazon can get to that fast track, it would eliminate the need for people to go out to rent or buy movies. If it doesn't, this service could be dead on arrival.
More Quotes from 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 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.
Gene Munster
If Apple pursues more relationships like the Motorola one, it will have missed an opportunity, ... outperform.
Gene Munster
They are going to gain market share but would have gained even more if they had lowered their price points. They're adding things that people want that other PCs aren't adding. That is going to be a catalyst for people to switch over.
Gene Munster
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.
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
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The cities are the principal home and seat of the human group. They are the coral colony for Man, the collective being.
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