PiperJaffray analyst Gene Munster addresses 16 unanswered Apple questions

“PiperJaffray analyst Gene Munster on Thursday issued a report to clients that analytically addresses 16 more unanswered questions surrounding the Apple Computer story,” Slash Lane reports for AppleInsider.

“Back in May, the analyst issued a similar report with comments on more than 20 questions about the Cupertino, Calif.-based company that had been lingering in the minds of investors and enthusiasts,” Lane reports. “The latest report addresses a broad spectrum of questions, ranging from Munster’s take on Apple’s upcoming iTV launch to the company’s thoughts on the holiday shopping season.”

Questions on General Business Operations:
• How Do New Product Initiatives Like iTV Play Into Apple’s Future
• What Is Apple’s Strategy For The Holiday Shopping Season
• What Is The Status Of The Options Backdating Investigation

Mac Related Questions:
• Has The Relationship With Intel Been A Good One
• What Are The Highest Priorities In Designing A Mac
• Have Mac Sales Increased In The Enterprise Sector
• Is The Upcoming Vista Launch A Threat Or An Opportunity
• Will Vista Run On Bootcamp
• How Favorable Is The Component Market Right Now

Questions On Apple’s Retail Stores:
• How Will The Addition of iTV Change Retail Stores
• As The Retail Initiative Enters Its 5th Year, Is It Healthy
• Will Best Buy & Circuit City Sell Mac’s
• What Is The Key To Store Profitability
• How Are Newer Stores Different Than Older Stores
• Did The Intel Transition Impact Apple Retail Stores
• Have The Genius Bar Wait Times Decreased
• What Is The Ideal Location For An Apple Store
• Has The Apple Store 5th Ave. In NYC Been A Success

PiperJaffray analyst Gene Munster maintains an “Outperform” rating on shares of Apple with a price target of $99 per share.

Full article with Gene Munster’s answers here.

Related article:
PiperJaffray analyst Gene Munster addresses 22 unanswered Apple questions – May 04, 2006


  1. I was going to skip this article, then I saw the reference to Enterprise penetration. Had to see their take.

    Preliminary IDC data on worldwide PC shipments shows that Mac market share has grown from 2.5 percent in the Jun-06 quarter to 2.8 percent in Sep-06. While Apple indicates that the company is pleased with its growth in the PC market overall, we believe Apple is making slow gains in the Enterprise space

    OK, they used the less favorable world share numbers (from 2.5 to 2.8) rather than the US share numbers (about twice that). Then they describe the gains in the Enterprise space as “slow” … huh? Does that mean “slower than market growth”? “slower than the 10% share growth in the Consumer segment”? “slower than …”? What does ‘slow’ mean … in this instance? If Apple’s market share in the Enterprise segment is growing, I don’t care if it keeps up with the market share growth in the Consumer segment. Market share growth is to be cheered – and cheering! Given that they were recently off the bottom of the chart in most IT situations, any growth is a Good Thing.

  2. Back of the envelope calculation:

    $60 per vistor times 10,614 visitors per store times 164 stores times 4 quarters


    Apple Stores are taking in over $400 million a year in gross receipts.

    Wow. I know it’s nothing compared to Wal Mart, and the net will naturally be much lower, but still, not bad.

  3. I don’t know the answers to all those big questions, but the latest MS Vista pre-release does install on a MacBook running the most current version of bootcamp.

    I did have to install those xp drivers that would install on the preview in order to get the sound to work, and I don’t have right click support on my trackpad, but other than that, it works.

  4. ” Have Mac Sales Increased In The Enterprise Sector”

    This is a bogus question. Most large companies would budget for new computers. and most likely, they would not be buying new units until January of 2007. After the first quarter of 2007 would be an appropriate time to ask this question. Right now, there just is not enough data to make a good case one way or the other.

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