Gene Munster
Gene Munster
apple army biggest compatible devices efficient harder hardware job microsoft multiple process reason software true types
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.
affecting anyone call impossible lack software
It's impossible for anyone to have a call to say that the lack of availability of third-party software is affecting Apple.
across apple bow dropped shot
Competitors have dropped their prices, and this is a shot across the bow that Apple is going to go after the lower-end customers.
ads basically customers flips hand people until
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.
build buy fix people products
They've got to fix that. They need to actually build the products before people will buy them.
devices music percent success works
About 90 percent of the music store's success has to do with the devices that it works with.
apple effort force people safe stores supply
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.
apple believe consumer despite digital foundation hints hub lack useful works
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.
believe fiscal last product quarters slow street strong thinking year
Street thinking over the last two quarters has been that Adobe is going into a slow product year. We believe Adobe is going into a strong product year in fiscal 2006.
music people point price purchase
For the people who are going to purchase music online, the 79-, 88-, 99-cent price point doesn't make much difference.
digital forms media
And, separately, they want to become the clearinghouse for all forms of digital media entertainment,