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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...

Tags: Absence, Job, Steve Jobs, Leadership, Health Care, Apple Inc., Succession Plan, Company Line, Piper Jaffray Gene Munster, Munster, Vertical Industries, Benefits, Healthcare, Enterprise Software, Software, Human Resources, Larry Dignan

Blog posts 2008-12-17

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

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...

Tags: Apple Macintosh, Analyst, Apple Inc., Desktops, Hardware, Larry Dignan

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...

Tags: Apple iPod, Apple Inc., Camera, Digital Music, Digital Media, Personal Technology, Consumer Electronics, Sam Diaz

Blog posts 2009-09-08

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

Tags: Job, Analyst, Recruitment & Selection, Digital Music, Digital Media, Human Resources, Workforce Management, Personal Technology, Consumer Electronics, Larry Dignan

Blog posts 2009-09-01

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

Tags: U.S., Apple iPhone, Apple Inc., Apple iTunes, Cable, Carrier, Smart Phones, Consumer Electronics, Personal Technology, 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: ...

Tags: Panasonic, Internet, Apple Inc., Migration, TVs, Tv & Home Theater, Personal Technology, Home Entertainment, Jason D. O'Grady

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...

Tags: Apple Macintosh, Upgrade, Apple Inc., Apple Mac OS X, Microsoft Windows, Operating Systems, Desktops, Software, Apple Mac OS, Hardware, Larry Dignan

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...

Tags: Apple Inc., TVs, Tv & Home Theater, Personal Technology, Home Entertainment, Larry Dignan

Blog posts 2009-08-21

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...

Tags: Web, Apple Inc., Apple TV, Apple iTunes, Cable, Munster, TVs, Tv & Home Theater, Personal Technology, Home Entertainment, Sam Diaz

Blog posts 2009-08-20

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...

Tags: Google Inc., Yahoo! Inc., Microsoft Corp., Larry Dignan

Blog posts 2009-08-18

Ahead of the tape: Apple Q309 earnings preview

Ahead of the tape: Apple Q309 earnings previewagenda"But IDC recently noted that U.S. Mac shipments dropped by over 12 percent this quarter while the entire PC industry was down only 3.1 percent worldwide."and gartner noted that mac sales were up 2,5% versus the 3,1% down trend of the industry.i suppose...

Tags: Sales strategy, Sales force management, Apple Q309, Apple Q309 earnings preview, earnings preview, Apple Inc., Mac sale, tape, sales

Discussion threads 2009-07-20

Ahead of the tape: Apple Q309 earnings preview

Apple plans to conduct a conference call to discuss financial results of its third fiscal quarter tomorrow,  Tuesday, 21 July 21 2009 at 2:00 p.m. PT, 5:00 p.m. ET. The conference call will be streamed via Quicktime natch from the company's Investor Relations Web site. CNet new...

Tags: Apple Macintosh, Apple Inc., Earnings, iPhone 3GS Sale, Sales Strategy, Sales Force Management, Financial Accounting, Sales, Finance, Jason D. O'Grady

Blog posts 2009-07-20

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...

Tags: Google Inc., YouTube Inc., Video, YouTube Monetization, Munster, Corporate Communications, Marketing, Larry Dignan

Blog posts 2009-07-17

Bing! Yahoo-Microsoft ad deal close (yet again)

The fabled ad and search deal between Microsoft and Yahoo is reportedly close to happening again. Kara Swisher at BoomTown reports that Microsoft and Yahoo almost have  a search deal done. By now you know the details: Yahoo outsources search and keyword ads, gets a few billion...

Tags: Advertisement, Yahoo! Inc., Microsoft Corp., Swisher, Larry Dignan

Blog posts 2009-07-17

Jobs: Catch the App Store if you can

Apple CEO Steve Jobs had a simple message for all the App Store rivals trying to emulate the iPhone maker's model: Good luck catching us. Apple marked the first birthday of its App Store and noted the following about what is becoming a business model moat in...

Tags: Apple iPhone, Job, Steve Jobs, Apple Inc., Wireless, Smart Phones, Wi-Fi, Wireless And Mobility, Consumer Electronics, Personal Technology, Larry Dignan

Blog posts 2009-07-14

Google's Chrome OS: A threat to Intel and the rise of ARM chips

Google's Chrome OS, which generated an extreme amount of hubbub, is a defensive move as much as it is an offensive one, say analysts. Nevertheless, Google's move will have a wide impact on the industry. Analysts were handicapping Google's move into operating systems on Thursday and some...

Tags: Google Inc., Google Apps, ARM, Operating System, Analyst, Google Chrome, Intel Corp., Chip, Cloud Computing, Operating Systems, Software, Larry Dignan

Blog posts 2009-07-09

Demand for 13-in. Apple MacBook Pro outpacing supply

Apple is reportedly having difficulty keeping units of its newly-anointed 13-in. MacBook Pro laptop computer in stock as it enters the middle of the back-to-school buying season. In a note to clients on Tuesday, Piper Jaffray analyst Gene Munster noted that the online...

Tags: Apple MacBook, Apple Inc., Apple MacBook Pro, Notebooks, Hardware, Notebooks & Tablets, Andrew Nusca

Blog posts 2009-07-07

iPhone 3G S expectations: 500,000 units sold over the weekend

With Apple's iPhone 3G S hitting stores on Friday analysts are starting to guess how many units will be sold over the weekend. Piper Jaffray analyst Gene Munster is guessing Apple will sell 500,000 iPhone 3G S units over the weekend, that's half of what the iPhone 3G did over...

Tags: Apple iPhone, Apple Inc., Apple iPhone 3G, 3G, Cellular Phones, Wireless And Mobility, Consumer Electronics, Personal Technology, Larry Dignan

Blog posts 2009-06-18

Amazon preps private label goods: Furniture, tools and linens oh my

Amazon is diving head first into the private label business with brands for home furnishings, tools, kitchenware and linens. The strategy, which rhymes with private label moves by brick-and-mortar retailers, is likely to boost profit margins. In a research note, Piper Jaffray analyst Gene Munster writes: ...

Tags: Amazon.com Inc., Tool, Wingo, Branding, Productivity, Marketing, Larry Dignan

Blog posts 2009-06-16