PiperJaffray analyst Gene Munster addresses 22 unanswered Apple questions

“PiperJaffray analyst Gene Munster this week issued a research note to clients in which he addresses ’22 unanswered questions surrounding the Apple story.’ In the note, the analyst offers his comments on a broad array of topics, ranging from the Intel iBook launch date to thoughts on Apple’s campus expansion,” AppleInsider reports.

Questions answered:
1. Will Apple Offer A Built-In FM Tuner In The iPod?
2. Why Did We See A Seasonal Downtick In iPods In The March Quarter For The First Time In 3 Years?
3. How Is Apple Attacking The International iPod Opportunity?
4. How Many iPods Does Each iPod Owner Have?
5. Is Apple Going To Make An iPhone?
6. How Can Apple Keep The iPod Competitive?
7. Why Can’t Sony Figure Out The MP3 Player Market And Compete With The iPod?
8. Will The iPod shuffle Stay In The Lineup And When Will It Be Updated?
9. Is iTunes Headed For A Tiered Pricing Model?
10. How Many Videos Are Sold On iTunes Per Week And Are iTunes Videos Any More Or Less Profitable Than iTunes Songs?
11. Will We See Full Length Movies On iTunes Anytime Soon?
12. Will Apple Start Selling Advertising In The iTunes Music Store?
13. Why Will The Release Of The iBook Not Lead To Another Transition Quarter?
14. What Will Apple Do With Mac Pricing In The Coming Years?
15. Why Is Boot Camp Important?
16. Will Apple License The Mac Operating System?
17. What Caused The Weaker Than Expected Apple Retail Store Performance In The March Quarter?
18. What Should We Expect From Apple Retail Stores This Year?
19. Why Are The Apple Retail Stores So Unique?
20. What Will Apple’s Marketing Look Like Over The Next Several Quarters?
21. What Is Apple Doing With Its >$9 Per Share In Cash?
22. What Is The Reasoning Behind The New Apple Campus In Cupertino?

Full article with Gene Munster’s answers here.

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27 Comments

  1. 8. Will The iPod shuffle Stay In The Lineup And When Will It Be Updated?

    I hope Apple will continue offering iPod shuffle. Just need to target the product to give-away-item. Some companies give away USB memory sticks. Why not iPod Shuffle instead? If someone gives me a iPod Shuffle with their logo and telephone number, I won’t forget them…. at least not until someone gives me an iPod nano.

  2. We were surprised that Apple raised pricing (from $499 to $599) on the Mac mini when it transitioned to the Intel platform, but in fairness to Apple, the Mac mini did get some upgraded features with a 1.5GHz processor, up from 1.25GHz and the inclusion of Front Row.

    The Mac mini also got: 2 more USB ports (for a total of 4 vs. 2 on the old model), an Audio line-in jack, a dual-layer DVD burner, DVD-R and DVD+R burning at 8x (vs. 2x on the old model), and built-in WiFi and Bluetooth, which were expensive upgrade options on the old model.

    I think that’s fair for $100.

  3. While I hate to rain on this parade, these answers are naive. It’s amazing how many supposedly knowledgable and experienced people in the business have become addicted to Steve’s kool aid.

    When is someone going to ask him if there are long term plans to support the Mac OS? What are the plans to deal with the coming onslaught of malware? Why is iLife so buggy and poorly supported (except for iTunes (answer: $$$$$))? What’s the real strategy behind easy access to Windows? Other than ease of access to Windows, what else will Leopard offer to the Macintosh base of loyal customers?

    Somewhere in these questions is an opportunity to flush out the truth: Apple is becoming an iPod and hardware only company. Honesty is the best policy, unless, of course, you can make more money by not being honest.

    It won’t happen this year or next, but we loyalists need to prepare for a very different future as we join the other 96% of personal computer users.

  4. “What are the plans to deal with the coming onslaught of malware?”

    Hahahahahaha! Just had to laugh a little at that one!

    MacDude(FUD Troller – Not!), go back to bed but remember to take your meds first. You delusional freak.

  5. I’ll help you.

    When is someone going to ask him if there are long term plans to support the Mac OS?

    Yes, there are. Apple has never, ever, ever stated different. Steve Jobs loathes Windows. Apple has stated that a beta of Leopard will be released in August and then available in stores probably five or six months after that.

    What are the plans to deal with the coming onslaught of malware?

    User-level permissions, requiring admin passwords to make OS-wide changes, not supporting vbscript or ActiveX, and shipping with all ports closed by default. Oh wait, already done.

    Your “coming onslaught of malware” is pure speculation, by the way. You pulled that out of your ass.

    Why is iLife so buggy and poorly supported

    iLife ’06 seemed rushed and buggy to me. But if you click on the Apple logo then Software Update, problems solved. The bugs I experienced in the inital release have been resolved by the updates, the last few being squashed in the latest GarageBand update.

    What’s the real strategy behind easy access to Windows? Other than ease of access to Windows,

    To make more money by making it easier for people with an irrational affection for Windows to buy Mac hardware. Every Mac sold is one more computer that can run Mac OS X.

    what else will Leopard offer to the Macintosh base of loyal customers?

    Unlike Microsoft, Apple doesn’t like to talk about products that aren’t very, very close to shipping. You’ll have to wait for the Leopard beta and accompanying Stevenote in August.

  6. Most of you will attack him but, FUD Troller is right – we are being had. Speaking of iLife, I can’t believe it’s part of the new ad promotion. What an embarrassment that something as poorly supported as iMovie and iPhoto (if you are not a user of these programs, read the Discussions on Apple’s own site – it’s very embarrassing and very sad) is actually being touted as an example of how Macs are better.

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