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Piper: New Mac Laptops Coming (AAPL)

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2008-05-23 16:08:00 by Peter Kafka in Silicon Alley Insider
Piper Jaffray's Gene Munster previews Apple's Worldwide Developer's Conference scheduled for June 9. Upshot: No surprises for the Apple faithful. Gene thinks Steve Jobs will show off New features, apps for the iPhone, in combination with the formal rollout of the new iPhone OS. And, of course, the 3G iPhone New laptops ("60% chance" this happens...
 
Tags: iphone, worldwide developer, apple faithful, piper jaffray, formal rollout, laptops, steve jobs, chance, combination
 
 
 
 
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Piper Jaffray Estimates App Store Could Become $1.2 Billion Business by 2009

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2008-06-11 16:45:08 by Chris Barylick in iPhone nano - Apple iPhone Articles
...Piper Jaffray is urging investors to focus on Apple's upcoming software strategy, particularly its upcoming App Store, which could generate over $1 billion by 2009. Per a research note offered to clients this morning, analyst Gene Munster said the financial prediction represents the better of a three-case scenario that would add anywhere from...
 
Tags: app store, financial prediction represents, analyst gene munster, apple, three-case scenario, billion, software strategy, business news, research note
 
 
 
 
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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
...Piper Jaffray Apple (AAPL) analyst Gene 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...
 
Tags: munster, strong, strong overseas sales, sales, apple, apple moves, sky-high sales, piper jaffray apple, actual sales milestone
 
 
 
 
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Piper Jaffray analyst predicts Sept. MacBook updates

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2008-08-07 12:00:00 by Robert Palmer in The Unofficial Apple Weblog (TUAW)
...Piper Jaffray analyst Gene Munster is speculating that Apple will hold a special event in early September to announce new iPods and MacBooks, according to a research note he released Munster is bullish on seeing Apple enter the sub-$1,000 market for its MacBook line, and has been saying so since last month . He also anticipates a new form...
 
Tags: apple enter, research note, hit store shelves, larger-capacity ipod shuffles, macbook pro line, apple, note, ipod touch, form factor
 
 
 
 
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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
...Piper Jaffray analyst Gene 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...
 
Tags: apple, munster expects apple, munster, million, apple stores, iphones, million iphones, munster notes apple, quarter
 
 
 
 
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LIVE: Apple Q2 Earnings Analysis (AAPL)

2008-04-23 11:31:00 by Dan Frommer in Silicon Alley Insider
 
...Piper Jaffray analyst Gene Munster. Selling 2.1 million Macs represents 38% year-over-year growth, significantly higher than the average 26% y/y Q3 growth the last three years Also critical: guidance. In January, when Apple demolished its Q1 numbers, the stock still tanked 11% after-hours, thanks in part to weaker-than-expected guidance . The...
 
Tags: eps consensus, consensus, million consensus, million macs represents, million macs, billion consensus, macs, billion lowball whisper, whisper
 
 
 
 
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Apple Q2 Earnings Preview: All Eyes On Mac Sales, Guidance (AAPL)

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2008-04-23 09:49:00 by Dan Frommer in Silicon Alley Insider
...Piper Jaffray analyst Gene Munster. Selling 2.1 million Macs represents 38% year-over-year growth, significantly higher than the average 26% y/y Q3 growth the last three years Also critical: guidance. In January, when Apple demolished its Q1 numbers, the stock still tanked 11% after-hours, thanks in part to weaker-than-expected guidance . The...
 
Tags: eps consensus, consensus, million consensus, million macs represents, million macs, billion consensus, macs, billion lowball whisper, whisper
 
 
 
 
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3G iPhone More Like Lipstick On A Centerfold Than A New Device

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2008-05-21 11:16:39 by danc in Just Another iPhone Blog
...Piper Jaffray research note the 3G iPhone will not be a reinvention of the product. That will have to wait until early 2009 Rather, the 3G iPhone will be similar in almost all regards with the exception of a thicker (and plastic?) case, necessary to house the 3G chipset and/or a thicker battery to mitigate the battery drain of the high speed...
 
Tags: iphone, software, iphone software, current iphone, iphone family, june 9th fast, june 9th, evolutionary, evolutionary step forward
 
 
 
 
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Analyst predicts iPhone family by 2009, Mac Tablets in 3-5 years

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