Gene Munster
Gene Munster
industry music next retail turned upside
Over the next 10 years, the retail music industry will be turned upside down.
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About 90 percent of the music store's success has to do with the devices that it works with.
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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.
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For the people who are going to purchase music online, the 79-, 88-, 99-cent price point doesn't make much difference.
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Competitors have dropped their prices, and this is a shot across the bow that Apple is going to go after the lower-end customers.
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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.
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Vista promises to incorporate a simplified, enriched consumer experience, which is the hallmark of the Mac operating systems.
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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.
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We've done two studies with consumers. Seventy-five percent of people recognized the Napster brand. It's recognized as one of the biggest brands.
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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.
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If they had a $750 laptop, that would change the trajectory of things. The question is, will they do it?
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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.
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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.
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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.