What’s up, Gene Munster? You’ve always been a nice Apple-focused analyst. First you praise the iPad but you state Android tablets will eventually kill it and win the platform war; now you come out and say that next Wednesday’s event is, actually, a “non-event” for investors.
Munster tells us he expects some “speed bump” updates to the Mac line, a preview of the next OS, and maybe a new Macbook Air, but that’s about it.
“From an investor’s perspective, this is a non-event,” says Munster.
Basically, Munster argues that the company is now focused on iOS and the Mac doesn’t mean much anymore. He’s wrong: for as much as the Mac’s numbers might not be as jaw-dropping as iOS’ ones, investors should keep their Macs close. Where do iOS apps come from, again?
Update: Apple’s share of computer sales in the US surpassed 10 percent.