Gene Munster
Gene Munster
industry music next retail turned upside
Over the next 10 years, the retail music industry will be turned upside down.
billion business hitting industry mark means music next online percent retail sales selling turned upside worldwide
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.
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.
build buy fix people products
They've got to fix that. They need to actually build the products before people will buy them.
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.
basically drivers gave grip stronger year
Their grip is getting stronger in the market. The nano basically gave them another year in the drivers seat.
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.
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.
consumer enriched hallmark mac operating promises
Vista promises to incorporate a simplified, enriched consumer experience, which is the hallmark of the Mac operating systems.
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.
apple bringing entertainment pioneer technology together
Apple has been the pioneer in bringing together the entertainment world and the technology world.
change question trajectory
If they had a $750 laptop, that would change the trajectory of things. The question is, will they do it?
apple cheaper company impossible others products
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.
benefit both critical holiday microsoft sidelines windows
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.