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- Apple's future TV: Can Web-based apps replace "channels," kill cable?
- Gene Munster's living room of the future is centered around a Web-connected, iTunes-powered Apple-branded TV - a 50-inch, high-def, wall-mounted iPhone, if you will. And the stuff you'll watch on this "TV set" won't come in via Comcast or DirecTV. It will all stream in from - or be archived...
- Blog posts 2009-08-20
- Google moves to show YouTube has 'a very credible business model'
- Google on its second quarter earnings call went out of its way to say it was pleased with YouTube's "trajectory" and indicated that the company would make money on the video site. The motive: Combat a bevy of worries about YouTube's profit potential. YouTube monetization has become...
- Blog posts 2009-07-17
- Apple: Is the sky falling?
- Apple stock keeps getting hammered on a daily basis, either from concerns about how the company weathered the drop in consumer spending during the holiday season, or from worries over the missing Steve Jobs. In advance of Apple's first quarter FY 2009 report on Wed., there were plenty of new...
- Blog posts 2009-01-20
- Apple's Macworld saga and Jobs absence: Leadership signals and succession plans
- Steve Jobs absence from Macworld's keynote this year is being taken as a sign. What signal Apple is actually sending is debatable, but some analysts are taking a strong hint that the company is ready to transition leadership. Apple said Tuesday that it will end its relationship...
- Blog posts 2008-12-17
- Apple's tea leaves: iPhone sales off a bit; MacBooks selling well
- Piper Jaffray Gene Munster unveiled his latest read on Apple demand Monday and reckons that the company will see iPhone December quarter sales to fall about 5 percent to 15 percent from the September quarter. Meanwhile, demand is "healthy" for the latest MacBooks. How Apple fares during...
- Blog posts 2008-11-17
- 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. ...
- 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...
- 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...
- Blog posts 2007-11-20
Additional Resources
- Apple's September quarter: Expect Mac unit upside
- Recent signs of PC market strength are likely to translate into a happy September quarter for Apple courtesy of Mac sales. Gartner and IDC reported that the third quarter was better-than-expected for PC sales and that bodes well for Apple. Meanwhile, NPD data is also looking good...
- Blog posts 2009-10-19
- Apple preview: A non-event for Wall Street? Are camera iPods ready?
- Piper Jaffray analyst Gene Munster is known for being bullish on Apple. But, in a report issued today, he sees tomorrow's event - where announcements about upgrades to the iPod line are expected - as really more of a non-event. And he predicts that shares will dip slightly, as they...
- Blog posts 2009-09-08
- Munster: Jobs to appear on 9/9/9
- I hope so.I haven't see Steve Jobs in flesh for awhile now. Also it would be interesting to see Steve with Ringo and Paul that I seen a similar clip for on the Apple Corps website for release of something on that date also.Who knows if that's a woman on...
- Discussion threads 2009-09-02
- News to know: Gmail outage; VMWorld; Skype; Browsers; Steve Jobs; Google Wave
- Here are today's notable headlines. You can get News To Know via email alert and RSS daily. For continuous updates see BNET's around-the-Web tech coverage. Andrew Nusca: Partly cloudy: Google's Gmail goes down; outage chronicled on Twitter Christopher Dawson: Oh sure...4 days in...
- Blog posts 2009-09-02
- Munster: Jobs to appear on 9/9/9
- Apple's mum on the topic but a new letter to customers from analyst Gene Munster claims that Steve Jobs will be the speaker at the company's September 9th media event. If it pans out it would be Jobs first appearance at an Apple event since October 14,...
- Blog posts 2009-09-01
- Analyst: Jobs will hit the stage next week
- Piper Jaffray analyst Gene Munster calls next week's new iPod unveiling a non-event with a big headliner: CEO Steve Jobs. by Larry Dignan
- Blog posts 2009-09-01
- Analyst: Apple to offer iPhone on U.S. carriers within a year; replace cable with iTunes subscriptions
- THANK GOD!!!!Ditch AT&T PLEASE!!!"Should never have been Allowed"AT&T Definitely needs competition. They are only gouging because they can. Exclusive deals are never good for the consumer. As it is, there are only two major cell phone providers which grab 70% of the market. AT&T and Verizon both overcharge for their...
- Discussion threads 2009-08-31
- Analyst: Apple to offer iPhone on U.S. carriers within a year; replace cable with iTunes subscriptions
- The exclusive single-carrier deals Apple has struck worldwide may be nearing an end. In his latest note to investors, Piper Jaffray senior research analyst Gene Munster suggests the iPhone could be available for carriers other than AT&T in the U.S. within a year. by Andrew Nusca
- Blog posts 2009-08-31
- The Internet's migration to the TV
- I found the recent rumors of an Apple Internet-enabled TV quite interesting. Our own Larry Dignan and Sam Diaz have been covering a Piper Jaffray report about a potential revamp of Apple's dormant Apple TV product and even an Apple-branded television set. Some possible scenarios include: ...
- Blog posts 2009-08-26
- Apple to ship Snow Leopard Aug. 28; Part of the Windows assault
- Apple said Monday that it will ship the latest upgrade to its OS X Aug. 28. The upgrade, known as Snow Leopard, refines OS X and features built-in Microsoft Exchange support. Piper Jaffray analyst Gene Munster reckons that Apple will sell about 5 million copies of Snow...
- Blog posts 2009-08-24
- Should Apple make its own TV?
- There's a good amount of buzz about a Piper Jaffray report handicapping a possible move by Apple to reinvigorate its Apple TV lineup and even enter the living room with a television set. Should Apple make its own TV? The possibilities, outlined here by Sam Diaz, boil...
- Blog posts 2009-08-21
- Bing gains search share on Yahoo, Google
- Microsoft's Bing search engine maintained momentum in July and gained a bit on both Google and Yahoo. According to comScore data Techmeme, as relayed by Piper Jaffray analyst Gene Munster, Google wound up with July search share of 64.7 percent, down from 65 percent in June. Microsoft...
- Blog posts 2009-08-18
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