Topic: Gene Munster
Apple's Sept quarter Mac and iPod sales ahead of estimates
2008/25/08, 03:08 pm
After extrapolating just-released NPD market research data on Mac and iPod sales for the month of July, investment bank Piper Jaffray is out with a call suggesting that Apple is on track to best Street estimates on both fronts for its September quarter.
Retail sources say its closing time for current iPod line
2008/20/08, 04:08 pm
Resellers both near and afar are reporting signs that Apple's current line of iPod digital music players are on their way out the door, just as one prominent Wall Street analyst restates his claim that a $199 iPod touch is likely to be among the new models that will fill the void.
Apple averaging 95 iPhone 3G sales per store, per day
2008/13/08, 10:08 am
After spending 25 hours observing sales of iPhones at Apple's national retail chain, investment bank Piper Jaffray now estimates the company is on track to announce a more than fourfold increase in sales of the handset during its fiscal fourth quarter.
Apple poised for special event this September
2008/06/08, 03:08 pm
Although it has not yet been announced, investment bank Piper Jaffray believes it's only a matter of time before Apple reveals plans to hold a special event next month to usher in a new array of iPods and Mac notebooks.
Apple may be eying sub-$1000 notebook market
2008/22/07, 12:07 pm
Investment bank Piper Jaffray said Tuesday it believes Apple is readying new iPod and notebook products that will apply downward pressure to profit margins because they'll be priced more affordably, such as 13-inch MacBook that will fetch less than $1000.
Apple hikes orders for notebook boards by 20 percent - report
2008/18/07, 10:07 am
With sales of Macs maintaining growth rates of more than two times the industry average and a pair of hefty portable updates in the pipeline, Apple is reported to have increased sharply its procurement of notebook-use circuit boards for the third calendar quarter.
WWDC survey suggests 70% of planned iPhone apps may be free
2008/11/06, 11:06 am
If a survey of developers attending Apple's Worldwide Developers Conference this week is of any indication, the average cost of a third-party iPhone application will fall well below $3.00, with the vast majority being made available at no cost at all.
Apple's App Store could emerge as $1.2B business by 2009
2008/11/06, 09:06 am
Investment bank Piper Jaffray is urging investors who typically focus only on Apple's hardware announcements to also pay attention to the company's iPhone software strategy, particularly its upcoming App Store, which could balloon into a $1 billion market by next year.
Latest iPhone deals nearly quadruple Apple's addressable market
2008/16/05, 03:05 pm
An announcement by France Telecom's Orange subsidiary on Friday to deliver the iPhone to 10 more countries later this year effectively quadruples Apple's total addressable market when combined with other carrier announcements over the past two weeks, according to investment firm Piper Jaffray.
New deals seen tripling Apple's addressable market for iPhone
2008/12/05, 12:05 pm
A flurry of new agreements between Apple and international wireless carriers has given American Technology Research higher conviction in the iPhone's near-term growth prospects, prompting an analyst at the firm to raise his price target on the company for the second time in as many weeks.
Apple's ultra-thin MacBook Air also slim on profits?
2008/24/04, 10:04 am
In its determination to deliver the world's thinnest notebook, Apple admitted to sacrificing some speed and versatility, but a new analysis suggests that it may have given up some early profits as well.
Piper: German iPhone cut clearing inventory ahead of 3G launch
2008/04/04, 01:04 pm
Investment bank Piper Jaffray said Friday it has confirmed a T-Mobile Germany price cut on the 8GB iPhone from €399 to €99, adding that it's a sign Apple is looking to drain existing inventories ahead of 3G iPhone launch no later than June.
Report: sub-$200 WiFi touchscreen iPods from Apple by holidays
2008/02/04, 10:04 am
Investment bank Piper Jaffray said Wednesday it disagrees with the consensus on Wall Street that growth in Apple Inc.'s iPod business will screech to a halt this year, saying new products like a sub-$200 wireless touchscreen model will allow the company to grow the segment at moderate levels for the foreseeable future.
Sub-$300 iPhone, 3G model seen driving 45M unit sales in 2009
2008/31/03, 10:03 am
Investment bank Piper Jaffray is out with a bullish research note on Apple today predicting a diversification of the iPhone line into a multi-tiered family of handsets that will combine for sales of 45 million units next year.
iPhone SDK evidence Apple has learned from past mistakes
2008/07/03, 10:03 am
The iPhone software developers kit (SDK) introduced by Apple on Thursday is proof the company is determined not to replicate mistakes made during the onset of its Mac platform, investment bank Piper Jaffray said Friday.
Report: iPod shipments tracking towards first yearly decline
2008/25/02, 06:02 pm
Shipments of Apple's iPod digital music players could see their first yearly decline come the end of the company's March quarter, investment bank Piper Jaffray said Monday.
Growth potential seen in steadily maturing iPod market
2008/20/02, 09:02 am
Though growth in Apple's iPod unit shipments has been declining since the end of 2006, price cuts like those applied to the iPod shuffle on Tuesday and cheaper Internet-capable models down the line should help the company reverse course and maintain a steady rate of growth through 2009, says one Wall Street analyst.
Apple seen introducing cheaper, more innovative Wi-Fi iPods
2008/29/01, 09:01 am
With market data clearly showing a deceleration in growth of the standalone MP3 player market, Apple Inc. will reportedly strive to maintain growth in its iPod business by introducing a range of cheaper, more innovative models that incorporate touch-screens and multi-touch technology.
Piper: over half million "missing" iPhones likely in channel
2008/25/01, 03:01 pm
With Apple having announced iPhone shipments far in excess of reported activations, the ongoing debate about exactly what happened to all those other "missing" units continued on Friday, with investment bank Piper Jaffray weighing in with its own explanation.
Apple stock drop seen as latest buying opportunity
2008/23/01, 09:01 am
Tuesday's sharp decline in Apple's share price is just the latest opportunity for investors to buy into or increase their positions in the multi-faceted electronics company, say analysts at investment bank Piper Jaffray.

