They are going to gain market share but would have ...

They are going to gain market share but would have gained even more if they had lowered their price points. They're adding things that people want that other PCs aren't adding. That is going to be a catalyst for people to switch over.

- Gene Munster

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Apple is being conservative. If you believe in their vision, that they will continue to innovate and get new products out, then this is an overreaction. - Gene Munster

Street thinking over the last two quarters has been that Adobe is going into a slow product year. We believe Adobe is going into a strong product year in fiscal 2006. - Gene Munster

[Did Apple's designers suffer a rare brain cramp? Not likely. Rather, it looks like Jobs is making a careful gamble. He doesn't want the music-phone market to soar, at least not right away. That could cut into his iPod franchise, the source of almost all his revenue and profit growth. At the same time, he knows the mobile-phone market could be tremendously important for digital music in the future. So he's positioning Apple to be ready for a sales boom without leading the charge himself.] They don't want to cannibalize their business... to give people a little taste. - Gene Munster

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