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Analyst Offers Thoughts on iPhone Success, Multi-Carrier Business Models, iTunes Video Content

http://www.macrumors.com

Piper Jaffray analyst Gene Munster today issued a note to clients this morning offering his team's thoughts on 14 "unanswered questions" about Apple. Several of his more revealing comments relate to the iPhone, which Munster feels will see its reach broadened to multiple carriers in the U.S. sometime within the next year.

Munster points to data from France, where Apple was forced by the courts to adopt a multi-carrier model, as an indication that Apple will rapidly transition its distribution model to multi-carrier agreements wherever possible, suggesting that such a change may occur in the U.S. next summer during the next probable iPhone refresh.

By way of example, for various reasons the company moved from an exclusive relationship with French wireless carrier Orange to a multi-carrier model. In France, the company now enjoys dramatically higher market share (in the 40 percent range vs. about 15 percent in ROW) than in countries with exclusive carrier agreements (such as AT&T in the U.S. where the iPhone has market share in the mid-teens).

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Signs point to possible Apple TV upgrade at Sept. 9 event

http://www.appleinsider.com

Changing an earlier prediction that surprise announcements would not occur, a Wall Street analyst released a second note Tuesday suggesting an Apple TV upgrade could debut at next week's event.

Though he said in an earlier statement that he believed an appearance by Steve Jobs would be the biggest news out of the iPod-centric event, Piper Jaffray analyst Gene Munster has now said he has reason to believe there will be an Apple TV-related announcement next Wednesday. He noted that Apple's online store has a wait time of one to two weeks for the 40GB model at $229. Munster said he has never seen a delay for the Apple TV since it debuted in March of 2007. The analyst suggests that Apple is either phasing out the 40GB model, as the 160GB offering is still available, or is selling its remaining inventory before a new product launches.

"We believe the company is most likely phasing out the 40GB model and possibly reducing the price of the 160GB model," he said, "but a new model is possible given the hardware has been the same for 2+ years."

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Created by Dr Who 3 years 47 weeks ago – Made popular 3 years 47 weeks ago

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