FORTUNE -- Piper Jaffray's Gene Munster issued a matched pair of report cards Tuesday on the performance of the two leading smartphone intelligent assistants, Google's (GOOG) Google Now and Apple's (AAPL) Siri.
Passing grades, but not much more than that.
In New York, the dean of Apple analysts talks mobile, wearables, smart homes and more.
FORTUNE -- Except for a few snarky comments Henry Blodget made in his opening presentation Tuesday about what Tim Cook needs to do to stay competitive in China, the only session devoted to Apple (AAPL) at Business Insider's three-day Ignition: Future of Digital conference was Gene Munster's 15-minute after-lunch talk titled "The State of Apple."
Among the points he made:
iPhone MOREPhilip Elmer-DeWitt - Nov 12, 2013 4:12 PM ET
In a survey of 799 U.S. customers, 12% of iPhone owners said they might buy one.
FORTUNE -- Apple (AAPL) does not sell a smartwatch. It hasn't introduced one or said anything about making one. But it has filed patents for a computerized touchscreen wristband, and this summer it registered the iWatch trademark in half a dozen countries.
On the strength of that, Piper Jaffray's Gene Munster recently set out to gauge MOREPhilip Elmer-DeWitt - Oct 7, 2013 7:29 AM ET
Piper Jaffray's line watchers interviewed 416 customers in three U.S. cities.
FORTUNE -- In a note to clients Friday afternoon Piper Jaffray's Gene Munster summarized the results of his team's launch day survey of Apple (AAPL) iPhone customers. Among their findings: (I quote)
90% of iPhone 5S/5C buyers were upgrading from another version of the iPhone compared to 83% for the iPhone 5 launch and 73% for the iPhone 4S. We note MOREPhilip Elmer-DeWitt - Sep 20, 2013 1:58 PM ET
It wouldn't be a Munster forecast without an Apple television in it.
FORTUNE -- Jumping on AllThingD's report that Apple (AAPL) has scheduled a special event on Sept. 10 to introduce its latest crop of iPhones -- a rumor endorsed Monday with a "Yep" from The Loop's Jim Dalrymple -- Piper Jaffray's Gene Munster has issued his predictions for Apple's 2013-2014 product line-up.
"We believe now is the time to own shares of AAPL," he MOREPhilip Elmer-DeWitt - Aug 13, 2013 9:13 AM ET
The price of an iPhone 4 on eBay and China's Taobao has actually increased since April.
FORTUNE -- Piper Jaffray's Gene Munster has performed a simple experiment that says a lot about the comparative value of Apple (AAPL) and Android smartphones.
Since April, he (or his team) has been monitoring the resale prices of six devices on eBay and China's Taobao Marketplace -- three iPhones and three Samsung smartphones running on Google's (GOOG) MOREPhilip Elmer-DeWitt - Aug 7, 2013 7:26 AM ET
Munster puts iRadio at 80%, MacBook Air at 40%, iWallet at 20%, Apple TV apps at 10%.
FORTUNE -- With the Tim Cook's keynote address at Apple's (AAPL) World Wide Developers Conference only hours away, there's no shortage of speculation from Apple bloggers and Apple analysts about what's in store. But only Piper Jaffray's Gene Munster has assigned percentages to the possible announcements.
Excerpts from his Monday morning note to clients:
90% Chance of MOREPhilip Elmer-DeWitt - Jun 10, 2013 7:03 AM ET
Were we listening to the same AllThingsD interview?
FORTUNE -- "We felt that after viewing the conversation, it seems fairly certain that Apple will launch a television, a watch, and multiple iterations of the iPhone by the end of 2014 as well as a potential new service offering."
That's how Piper Jaffray's Gene Munster -- an Apple (AAPL) analyst who has been predicting the imminent arrival of an Apple television set since MOREPhilip Elmer-DeWitt - May 29, 2013 1:22 PM ET
Fears of 30% by 2015 are overblown, says Gene Munster, but he's lowering his target.
FORTUNE -- So confident are analysts that Apple (AAPL) is getting ready to launch a lower-cost iPhone that some have started building the new device -- which none have ever seen -- into spreadsheets like the one at right issued Thursday by Piper Jaffray's Gene Munster.
What these analysts are not so sure about is what kind MOREPhilip Elmer-DeWitt - May 10, 2013 7:16 AM ET
The expectations of institutions that sell and those that buy are two different things.
FORTUNE -- In a note to clients issued Monday afternoon, 24 hours before Apple (AAPL) is scheduled to release its earnings for the March quarter, Piper Jaffray's Gene Munster talked about something we don't hear much about: The so-called buy side.
Buy side is Wall Street jargon for those investing institutions such as mutual funds, pension funds and insurance MOREPhilip Elmer-DeWitt - Apr 22, 2013 7:17 PM ET
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