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Logged into Google? You may see more ads: Google may be using its properties--iGoogle, Gmail and Apps--to step up its behavioral ad efforts. That's the conclusion from Piper Jaffray Gene Munster who tracks 400 searches on Google and Yahoo each month. Munster defines a behavioral ad as one that pertains to a past query. ...; Tags: Google Inc., Advertisement, Munster, Larry Dignan; Blog posts 2008-05-09
Apple's iPhone: Can it hit 45 million units by end of 2009?: While most Wall Street types have come down from their aggressive targets for iPhone units, one analyst, Gene Munster at Piper Jaffray, is sticking to his guns. Munster is predicting that Apple will ship 45 million iPhone units in calendar 2009. In a research note Monday, Munster...; Tags: China, Apple iPhone, Apple Inc., Munster, 3G, Digital Music, Digital Media, Cellular Phones, Consumer Electronics, Personal Technology, Larry Dignan; Blog posts 2008-03-31
Google: $900 price targets and the 'most basic element of Internet life': The flowery prose about Google is flying. Wall Streeters can barely contain themselves with the accolades.First up, Credit Suisse analyst Heath Terry. He raised its price target on Google to $900. Why he stopped there I have no idea. Memo to Heath: $1,000 is a much rounder number and one...; Tags: Google Inc., Advertisement, Piper Jaffray Gene Munster, Munster, Internet, TVs, Personal Technology, Home Entertainment, Larry Dignan; Blog posts 2007-11-20

Additional Resources

Can Icahn bring Microsoft's Yahoo bid back?: Updated: Billionaire investor Carl Icahn announced an alternate board of directors for Yahoo in a move that could revive a Microsoft bid. Will Microsoft chief Steve Ballmer bite? As expected Icahn announced his alternate slate, which includes Mark Cuban, who sold Broadcast.com to...; Tags: Yahoo! Inc., Microsoft Corp., Carl Icahn, Corporate Governance, Business Operations, Corporate Law, Larry Dignan; Blog posts 2008-05-15
iPhone coming to Canada; 7.4 million subscribers available: Updated: Rogers Communications said Tuesday that it has a deal with Apple to bring the iPhone to Canada. In a terse announcement, Rogers, the largest wireless provider in Canada, made the announcement and said little else. Here's the full-text: Ted Rogers, President and Chief Executive Officer...; Tags: Apple iPhone, Canada, Rogers Communications Inc., Wi-Fi, Wireless, Larry Dignan; Blog posts 2008-04-29

Apple blows through estimates; Ships 2.29 million Macs; Outlook light by design?: Apple blows through estimates; Ships 2.29 million Macs; Outlook light by design?Lapped?[i]Apple in its fiscal second quarter shipped 2.29 million Macs to lap even the most optimistic Wall Street projections.Apple had been expected to ship 2.1 million Macs, according to Piper Jaffray analyst Gene Munster, one of Apple’s biggest supporters...; Tags: Games, Desktops, Microsoft Windows, Construction, Microsoft Outlook, PC gaming, game, Apple Inc., Apple Macintosh, million-Mac, PC; Discussion threads 2008-04-23
Apple blows through estimates; Ships 2.29 million Macs; Outlook light by design?: Apple in its fiscal second quarter shipped 2.29 million Macs to top even the most optimistic Wall Street projections. Apple had been expected to ship 2.1 million Macs, according to Piper Jaffray analyst Gene Munster, one of Apple's biggest supporters on Wall Street. Since...; Tags: Revenue, Apple Macintosh, Microsoft Outlook, Quarter, Apple Inc., Operational Accounting, Construction, Sales Strategy, Finance, Sales, Larry Dignan; Blog posts 2008-04-23
Apple earnings cheat sheet: It's all about the Mac units: Apple reports its fiscal second quarter results Wednesday and the most important item driving the quarter will be Mac sales. All eyes will be on Mac units. Apple's Mac--despite a lot of focus on the iPhone--will make or break the quarter. Chances are pretty good that the...; Tags: Apple Macintosh, Unit, Quarter, Apple Inc., Earnings, Chances, Wall Street, Sales Strategy, Desktops, Sales Force Management, Sales, Hardware, Larry Dignan; Blog posts 2008-04-23
Apple's weak growth sister: The iPod?: For years, Apple's story--and much of its stock run--has been about the iPod, its halo effect and the making of Steve Jobs' company as a consumer icon. Funny how perception can change in just a few months. Piper Jaffray analyst Gene Munster is out with the third...; Tags: Apple iPhone, Apple iPod, Apple Inc., Digital Music, Digital Media, Personal Technology, Consumer Electronics, Larry Dignan; Blog posts 2008-04-02
Could Apple sell 45 million iPhones a year?: Today the web is alight with speculation as to how Apple will sell 45 million iPhones in 2009.Â The catalyst for this speculation is Piper Jaffray analyst Gene Munster who continues to stand by a prediction made in June 2007 weeks before the iPhone went on sale that by 2009...; Tags: Apple iPhone, Apple iPod, Apple Inc., MacRumors, Engineering, Digital Music, Sales Strategy, Digital Media, Personal Technology, Sales, Consumer Electronics, Adrian Kingsley-Hughes; Blog posts 2008-03-31
Apple's iPhone: Can it hit 45 million units by end of 2009?: Apple's iPhone: Can it hit 45 million units by end of 2009?Gene Munster......has been the biggest Apple cheerleader on Wall Street. His estimates are always more optimistic than the rest of the pack. But his batting average has been pretty good, so who knows.....? 45M is lotsa phones!Multiple versionsI can't...; Tags: Institutional Investor, Apple iPhone, Apple Inc.; Discussion threads 2008-03-31
Is DoubleClick a profit margin killer for Google?: Google has its display advertising beachhead with its acquisition of DoubleClick, but now the real fun begins: The integration and the profit margin risk. In a research note Tuesday, UBS analyst Benjamin Schachter cut his earnings, revenue and margin estimates based on the usual suspects: A slowing...; Tags: Google Inc., Advertisement, Profit Margin, DoubleClick Inc., Larry Dignan; Blog posts 2008-03-25
Apple: The angst vs. the reality: It's open season on Apple these days. The stock is in a tailspin. Worries abound. The iPod market is saturated. The consumer wallet is pinched. It all adds up to an ugly stock chart. But it's time for a reality check here. Is all this angst really warranted? ...; Tags: Apple iPhone, Apple iPod, Stock, Apple MacBook, Apple Inc., Angst, Consumer Wallet, Enterprise Sale, Notebooks, Digital Music, Digital Media, Hardware, Notebooks & Tablets, Personal Technology, Consumer Electronics, Larry Dignan; Blog posts 2008-02-25
FCC starts white space testing this month: FCC starts white space testing this monthNot Our Fault!The unit was sabotaged by one of the many Linux spies we have been trying to root out of Microsoft!http://fakesteveballmer.blogspot.com/RE: FCC starts white space testing this monthAnything the FCC gets involved with these daysdeserves much scrutiny.Ham radio operators have had to drag...; Tags: Federal government, FCC, white space; Discussion threads 2008-01-20
MacWorld rumblings: Expect a 11- to 13-inch screen on Apple ultra-portable: With Apple expected to deliver a new ultra-portable Mac at its Macworld conference Jan. 15 prognosticators are busy handicapping the device's features. In a research note Monday, Piper Jaffray analyst Gene Munster said that it's likely that Apple's ultra-portable Mac will carry a screen of 11 inches to 13...; Tags: Apple iPhone, Apple Macintosh, Storage, Apple Inc., Macworld, Desktops, Hardware, Larry Dignan; Blog posts 2007-12-17
The three reasons Apple stores are only selling 1 iPhone per hour: The three reasons Apple stores are only selling 1 iPhone per hourHere's this for a thoughtHow about getting off your moral high horse and letting people buy what they want without you feeling so offended by it you have to go on some crusade over it.You forgot reason 55) People...; Tags: PDAs, Sales strategy, Apple iPhone, Apple Inc., Apple Store; Discussion threads 2007-11-26
The three reasons Apple stores are only selling 1 iPhone per hour: Research performed at Apple retail outlets this past weekend by Piper Jaffray analyst Gene Munster maintains that 1 iPhone was charged per hour. That's compared to 13 iPods per hour. Compare that to this past August, when, as AppleInsider's Katie Marsal notes, 1.3...; Tags: Apple iPhone, Apple Inc., Digital Music, Digital Media, Personal Technology, Consumer Electronics, Russell Shaw; Blog posts 2007-11-26
AAPL stock closes at all-time high: AAPL stock closes at all-time highWe wouldn't be reading this blog if we weren't totally obsessedAt least reading AAPL could be practical.This is obviouslya result of the outrage at Apple deliberately bricking iPhones to keep its AT&T cronies happy.It makes perfect sense. Apple's stock always tanks on good news, so...; Tags: Apple Mac OS X, Sales strategy, Desktops, Investment, Operating systems, U.S. Bancorp Piper Jaffray Inc., installed base, Apple Inc., Leopard, Apple Macintosh, stock; Discussion threads 2007-10-08
How many unlocked iPhones are there in the wild? I think I have a good idea: I started thinking about this after I read Jacqui Cheng's Ars Technica post this morning. Three sources she quotes differ widely on this question. The iPhone Dev team thinks there are several hundred thousand unlocked iPhones out there. ...; Tags: Apple iPhone, iPhone Dev Team, Retail, Team Management, Hacking, Management, Security, Russell Shaw; Blog posts 2007-10-04
Checking in with Apple: Price cuts boost iPhone sales units; Mac sales level out: Apple's iPhone price cut has boosted demand to a new sales plateau. Mac sales are leveling out after a back-to-school spurt. iPods are moving off shelves at a rapid clip. And Apple's latest iPhone software update may have shut down what was a growing resale market. Those are the...; Tags: Apple iPhone, Apple Macintosh, Apple Inc., Apple iPhone Price Cut, Sales Strategy, Sales Force Management, Digital Music, Digital Media, Sales, Personal Technology, Consumer Electronics, Larry Dignan; Blog posts 2007-10-04