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Monday, August 31, 2009

Apple to End AT&T iPhone Exclusivity Within a Year?

att_iphonethumbnailAnother point worth pulling out from Piper Jaffray analyst Gene Munster’s recent research note about Apple, this one regarding AT&T’s iPhone-exclusivity deal: Munster doesn’t see it lasting much beyond this year.

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Apple to Rivals: Thanks for the Free Advertising

sprint-pre-vs-apple-iphone-1iPhone sales are trending well in the September quarter and Apple has app developers and its rivals to thank for it. This according to Piper Jaffray analyst Gene Munster, who says those two groups are doing a great deal to reinforce Apple’s brand.

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Thursday, August 20, 2009

Apple Triple Play: iTunes, App TV and Apple Television

apptv_thumbThere’s not much of a business yet in Apple TV, as Apple’s leadership often notes. But there may be soon, with the market for connected TVs evolving as it has been. In a research note issued this morning, Piper Jaffray analyst Gene Munster says the time is right for Apple to release the next iteration of Apple TV and to begin work on a full-fledged Internet-connected television set.

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Tuesday, July 7, 2009

Gmail Exits Beta

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Microsoft “Laptop Hunters” Campaign Having No Effect Whatsoever on 13-inch MacBook Pro Sales

microsoft_laurenLooks like Apple may have another hit on its hands with the 13-inch MacBook Pro. The company is reportedly having a hard time keeping the machine in stock as it heads into the back-to-school buying season. And for good reason: It’s a significant upgrade at a lower price. Starting at $1,199, it’s $100 less than the original aluminum MacBook it replaces.

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Monday, June 29, 2009

Who’s Been Sitting at My Desk? Schiller!

stevephoneApple CEO Steve Jobs has officially returned to work after a six-month medical leave. “Steve Jobs is back to work,” Apple spokesman Steve Dowling told Digital Daily, confirming what many in Silicon Valley began to suspect last week after Jobs popped up in a company press release.

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Monday, June 22, 2009

The S Is for “Sales,” Not “Speed”…

iphonehatLooks like Piper Jaffray analyst Gene Munster’s second estimate of Apple’s weekend iPhone sales underestimated demand just as badly as his first. Apple didn’t sell 500,000 units of the iPhone 3GS over the weekend, as Munster first predicted. Nor did the company sell 750,000 as he said in a research note this morning. It sold over one million. Moreover, downloads of Apple’s new iPhone 3.0 software, launched last Wednesday, have already reached six million.

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Analyst: 750,000 iPhones Sold Last Weekend

750kiphonePiper Jaffray analyst Gene Munster was right. The iPhone 3GS didn’t sell as well as the iPhone 3G did during its launch weekend last year. But it did quite a bit better than he thought. In an investment note issued this morning, Munster estimated the company sold 750,000 iPhones over the weekend.

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Thursday, June 18, 2009

Siriusly Disappointing

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iPhone 3G S Sales Forecast: Half a Million Sold This Weekend

500kiphone
How many iPhone 3G S handsets will Apple sell this weekend? The answer: 500,000, according to Piper Jaffray’s Gene Munster, who says early sales will be slower than those of the 3G thanks to a dramatic change in value proposition and a launch limited to eight countries.

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Thursday, June 4, 2009

Palm Pre Gets the Thumbs Up

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App TV?

apptv_thumbPiper Jaffray analyst Gene Munster may not have high expectations for Apple’s WWDC gathering in San Francisco Monday, but he does for the company’s Apple TV device. Big expectations. Munster believes Apple is working an update to the Apple TV — and an App Store to go along with it.

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An iPhone “Family,” But Not Until After WWDC

iphone-familyjpgLooks like Apple’s Worldwide Developers Conference may not prove to be the Palm Pre killjoy some had been expecting. In dueling research notes today, Oppenheimer analyst Yair Reiner and Piper Jaffray’s Gene Munster say that WWDC is likely to be something of a disappointment.

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Thursday, May 21, 2009

New From Piper Jaffray Analyst Gene Munster: The Apple iPad

giant_iphoneSo that mysterious media tablet Apple’s rumored to be developing? It exists, but it probably won’t ship until 2010. This according to Piper Jaffray analyst Gene Munster, who offers up a heaping pile of grist for the Apple rumor mill in a new research note today.

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Wednesday, May 13, 2009

No iPhone at WWDC? Really?

iphone4g_mockupjpgThis morning we learned that Apple’s Worldwide Developers Conference does not herald the return of CEO Steve Jobs. Now comes word that it may not herald the announcement of company’s next-generation iPhone, either.

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About John

John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper. Read more »

Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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