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$1.2 Billion For iPhone Apps in 2009. What is Gene Munster Smoking?

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2008-06-12 04:54:50 by Erick Schonfeld in TechCrunch
...Munster is taking this cult thing a little too far. He estimates that by the end of 2009 there will be 55 million iPhone users and that the iPhone App store alone could be a $1.2 billion business. Whatever hes smoking, I want some of it Now, dont get me wrong. I think the new iPhone apps will be the single biggest reason to buy a 3G iPhone,...
 
Tags: iphone, iphone apps, iphone developers, iphone app store, million, million iphones, total, million total, million conservative
 
 
 
 
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Munster: Apple overestimated Q3 margin impacts

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2008-10-08 13:10:00 by Robert Palmer in The Unofficial Apple Weblog (TUAW)
...Munster is skeptical that Apple's guidance of lower margins for the rest of the year in its Q3 conference call back in July, and expects the company to continue to outperform expectations The Piper Jaffray analyst said that lower prices for NAND flash memory will offset any reductions in price for new iPods introduced last month Munster...
 
Tags: apple, munster, gene munster, apple financial, margins, apple execs, lower margins, price target, nand flash memory
 
 
 
 
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Piper's Munster: Oops, iPhone 3G Demand 'Better Than Expected', But 'Don't Overthink It' (AAPL)

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2008-07-14 11:41:00 by Dan Frommer in Silicon Alley Insider
...Munster a mulligan: This morning, Munster had the bad luck of issuing his first-weekend iPhone sales estimate (425,000 units) just a few hours before Apple released its actual sales milestone (1 million units). Munster just sent out a second note, explaining the discrepancy: Strong overseas sales and better-than-expected U.S. sales thanks to...
 
Tags: munster, strong, strong overseas sales, sales, apple, apple moves, sky-high sales, piper jaffray apple, actual sales milestone
 
 
 
 
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Munster: Apple Fears Outweighing Fundamentals

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2008-09-30 16:52:55 by Ed Sutherland in Cult of Mac
...Munster wrote Tuesday Those fears - not including the Dow plummeting 777 points - were spurred by a spate of downgrades of Apple stock as analysts said slowing consumer sales could derail the Cupertino, Calif. company Munster said Piper Jaffray remains confident in Apple, maintaining a Buy rating and a $250 share price target The analyst...
 
Tags: apple, apple stock, mac growth, percent mac growth, monday, percent monday, percent, apple shares, fears
 
 
 
 
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Analyst predicts iPhone family by 2009, Mac Tablets in 3-5 years

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2008-05-01 16:09:04 by Chris Davies in iPhone nano - Apple iPhone Articles
...Munster didnt get to list Apple under areas of expertise on his CV by not knowing a fair bit about the Cupertino company, and the smiling soothsayer has been addressing fifteen key Apple-related questions this week in a report to his flock of investors. Covering all aspects of Apples retail, Mac, Apple TV and, of course, iPhone business,...
 
Tags: iphone, apple tv, apple, expect apple, iphone investigator, country gene munster, cy09 iphone, apple cellphones, munster
 
 
 
 
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Analyst: G1 Will Have Little or No Impact On iPhone Sales

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2008-09-24 14:51:51 by Ed Sutherland in Cult of Mac
...Munster wrote in a research note that the T-Mobile G1 was only an incremental change in the mobile landscape When Apple comes out with a product, they try to hit homeruns, but Googles Android strategy is swinging for base hits, Munster wrote As a result, the introduction of Googles Android smartphone platform will have little or no impact on...
 
Tags: iphone, apple analyst, near-term iphone sales, apple, analyst, gene munster, munster, googles, googles android strategy
 
 
 
 
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Piper Jaffray: Apples Stability May Hinge On New Macs

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2008-10-07 15:29:47 by Ed Sutherland in Cult of Mac
...Munster told Cult of Mac Tuesday Munster, the investment research firms lead Apple watcher, held to his expectation Apple will announce redesigned MacBooks, including a sub-$1,000 Mac In a note to investor, Munster wrote the likelihood of such a product refresher increased after Apple provided guidance of a 31.5 percent gross margin due to...
 
Tags: percent gross margins, margins, gross margins, apple shares, apple, apple appears, percent, barclays analyst, barclays
 
 
 
 
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Analyst: Apple Could Unveil Netbook In 2009

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2008-11-25 18:10:38 by Ed Sutherland in Cult of Mac
...Munster told investors Tuesday. Munster is just the latest advising the Cupertino, Calif. computer maker to offer an inexpensive laptop Although CEO Steve Jobs has poo-poohed talk of a netbook, dismissing the growing trend as just a nascent market, Munster believes Apple has the perfect platform: the MacBook Air In a note to clients, the...
 
Tags: apple, apple watcher, macbook air notebook, macbook air, munster, netbook, million worldwide subscribers, iphone, piper jaffray analyst
 
 
 
 
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Apple's Sept. Quarter iPhone Sales To Quadruple To 4.5 Million, Says Piper

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2008-08-13 12:03:00 by Dan Frommer in Silicon Alley Insider
...Munster estimates Munster thinks Apple should easily sell 4.47 million iPhones this quarter, up 9% from his previous guess of 4.1 million, and up 299% from the 1.12 million it sold during the September quarter last year How'd he get there? Good, old-fashioned shoe-leather reporting, coupled with guesswork: His staff spent more than 25 hours...
 
Tags: apple, munster expects apple, munster, million, apple stores, iphones, million iphones, munster notes apple, quarter