It's impossible for anyone to have a call to say that the lack of availability of third-party software is affecting Apple.
More Quotes from 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
Microsoft is the wild card in all this.
Gene Munster
At the most, France represents 2 of music sales.
Gene Munster
Clearly, Apple is responding to competition, because they wouldn't make a move like this if there weren't competitors.
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
There is a pause effect. There is a delay in manufacturing. In some ways, the March quarter and the June quarter are a victim of some of the success they have had.
Gene Munster
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