Quotations

«From a revenue standpoint, the phone is a non-event for Apple.»

«[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.»

«It's neat, but less of an event.»

«The iPod nano will do two things. First, it will draw more people into the market, and second, it will fuel a strong replacement cycle.»

«It's inevitable that over time their market share declines. It's safe to say that nobody can sustain an 80 percent market share in a consumer electronics business for more than two or three years. It's pretty much impossible.»

«Ultimately, Microsoft knows that the software landscape will shift from the desktop to the hybrid of the Internet and the desktop, ... Google has thrown out warning shots that they will be players in many of the significant areas of software.»

«While the Street generally thinks Adobe is coming out of a product cycle, we believe Adobe is going into a product cycle.»

«They are very popular and went really fast.»

«What Apple has is great design and a great brand, ... This is the logical next step.»

«the pullback.»