Gene Munster Quotes (44 Quotes)

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.

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.

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.

Did Apple's designers suffer a rare brain cramp Not likely. Rather, it looks like Jobs is making a careful gamble. He doesn't want the music-phone market to soar, at least not right away. That could cut into his iPod franchise, the source of almost all his revenue and profit growth. At the same time, he knows the mobile-phone market could be tremendously important for digital music in the future. So he's positioning Apple to be ready for a sales boom without leading the charge himself. They don't want to cannibalize their business, ... to give people a little taste.

This keeps the company a step ahead, and really leaves no room for competitors to successfully grab market share.

The only other company that has cheaper products out there is Creative. So not only are Apple products the best, now they're also the cheapest, which makes it impossible for others to compete.

About 90 percent of the music store's success has to do with the devices that it works with.

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.

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.

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.

Everybody knew (the quarter) would be a little bit light.

Clearly, Apple is responding to competition, because they wouldn't make a move like this if there weren't competitors.

Apple already has a huge market share (for MP3 players), and this is just going to make it grow higher,

Over the next 10 years, the retail music industry will be turned upside down.

I think he would give advice, but I don't see him being interested in redefining Disney. His archenemy is Microsoft. He wants to change the world by taking down Microsoft.

The phone market is 13 times larger than the MP3 player market, ... outperform.

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.

Ultimately, Microsoft knows that the software landscape will shift from the desktop to the hybrid of the Internet and the desktop, ... Google has thrown out warning shots that they will be players in many of the significant areas of software.

Microsoft is the wild card in all this.

Hitting the 1 billion mark means that the business of selling music online is real. Over the next 10 years, the retail music industry will be turned upside down and 25 percent of worldwide industry sales will be made online.

Apparently I'm not the only one. Wal-Mart's entrance into digital-music downloads is kind of comical, ... The typical Wal-Mart user isn't tech-savvy.

If Apple pursues more relationships like the Motorola one, it will have missed an opportunity, ... outperform.

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.

At the most, France represents 2 of music sales.

They are obviously building to be a bigger company than their financial guidance is letting on.

People want to buy digital music, but they don't know what's out there because there's no big brand,

It's impossible for anyone to have a call to say that the lack of availability of third-party software is affecting Apple.

We believe the company is taking the right steps to continue to take advantage of one of the most recognized brands in online music.

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.

The biggest reason is that Microsoft has a much harder job to do. They need to be compatible with an army of devices and different types of software and different hardware platforms. Apple only has to be true to itself, and because of that the development process is multiple times more efficient for Apple.

Despite a lack of hints from the company, we believe it is useful to hypothesize on new initiatives Apple may have in the works and take a look at which initiatives, if any, make sense for the company, ... We believe Apple has a foundation in place to be the hub for consumer digital media.

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.

It's inevitable that over time their market share declines. It's safe to say that nobody can sustain an 80 percent market share in a consumer electronics business for more than two or three years. It's pretty much impossible.

For the people who are going to purchase music online, the 79-, 88-, 99-cent price point doesn't make much difference.

Now families want a second computer and the reason they want a second computer is for entertainment.

There are two critical PC-buying windows for computers back-to-school and the holiday season. Microsoft is going to be on the sidelines for both of those this year. That has to benefit Apple.

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.

Our best guess is that for every legal song download there are 75 illegal downloads.

Consumers are generally bashful about trying technology they don't understand. Ultimately, this will prove to be a marginally accepted product.

It's a huge opportunity. If they decide not to, then it's a big risk, because someone else will come out and do it well.

And, separately, they want to become the clearinghouse for all forms of digital media 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.

Despite the fact they said it would be the middle of next year, they need to have an Intel-based Mac on Tuesday.

The amount of money they can make on it is potentially high.