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
Ironically, the Galaxy tweets had more "positive bias" than the iPhone's
FORTUNE -- Is Twitter the new measure of commercial buzz? Piper Jaffray's Gene Munster seems to think so.
In a note to clients issued Wednesday he offers as evidence that Apple's (AAPL) smartphone "holds more mass appeal with consumers" the fact that there were five times as many tweets (2.4 million) about the iPhone 5 on the day of and the day MOREPhilip Elmer-DeWitt - Mar 27, 2013 5:22 PM ET
Piper Jaffray's Gene Munster says growth may not return until the back half of 2013
FORTUNE -- In February, Gene Munster predicted that Apple (AAPL) would get a boost this quarter from product announcements in March or April.
With March almost over and the quarter ending on Saturday, Piper Jaffray's senior Apple analyst issued a note to clients Tuesday warning that the company will have to get through a dry patch before MOREPhilip Elmer-DeWitt - Mar 26, 2013 6:43 AM ET
In a quiet room, the latest version understood 91% of questions, correctly answered 77%
FORTUNE -- Siri is a little like the weather. Everybody complains about it, but only Piper Jaffray's Gene Munster seems to do anything.
In June he put the iOS 5 version of Apple's (AAPL) voice-activated personal assistant to the test -- asking her 1,600 questions, 800 in the streets of Minneapolis and 800 in a quiet room.
The results MOREPhilip Elmer-DeWitt - Dec 20, 2012 9:05 AM ET
Android is No. 2 at 35.3%. Windows Phone trails at 6.5%
FORTUNE -- Piper Jaffray's Gene Munster has been analyzing Twitter comments and polling a group of more than 800 consumers to try to gauge demand for Apple's (AAPL) iPhone 5. On Thursday he released his latest findings:
As summarized by the chart above, interest in buying an iPhone 5 in the next three months jumped from 47.7% to 54.9% after it MOREPhilip Elmer-DeWitt - Dec 13, 2012 11:39 AM ET
Piper Jaffray's chief Apple enthusiast comes to the defense of the embattled stock
FORTUNE -- With Apple's (AAPL) shares off more than 6% Wednesday, there was no shortage of theories about what was driving all the selling. We highlighted one -- Apple's failure to issue a special dividend -- earlier today. In a note to clients a few hours later, Piper Jaffray's Gene Munster addressed four more:
Digitimes Article Appears To Be MOREPhilip Elmer-DeWitt - Dec 5, 2012 2:59 PM ET
Over the past 8 quarters, it beat its EPS estimate by 42%, revenue by 18%
FORTUNE -- When it reports its results for the March quarter this afternoon, Apple (AAPL) will also release forward-looking statements about the June quarter in the form of three numbers: its guidance for revenue, earnings and gross margin.
The numbers Apple issues tend to be laughably conservative; the company always prefers to under- rather than over-promise. Nonetheless its MOREPhilip Elmer-DeWitt - Apr 24, 2012 8:15 AM ET
After four years of speculation there's still not a shred of hard evidence
A lot of analysts talk about Apple's (AAPL) plans to make a television -- an actual TV set, not just a set-top box -- but last week, Jefferies' Peter Misek did something most have been careful not to do.
Citing "increased confidence" that Apple's iTV is coming, he wrote into his published forecasts the revenue from its sales: 2 million MOREPhilip Elmer-DeWitt - Apr 17, 2012 4:30 PM ET
Apple is the favorite -- once again -- in Piper Jaffray's 23rd semi-annual teen survey
"The bottom line," writes Gene Munster in a note summarizing the results of Piper Jaffray's latest survey of the aspirations of American teenagers, "is that 40% of students plan on buying an iPhone in the next 6 months while 19% of non-tablet owners plan on purchasing a tablet in the next 6 months."
Wishes, of course, can't MOREPhilip Elmer-DeWitt - Apr 3, 2012 5:52 PM ET
Its market cap today is $577 billion. Where do the next $400-plus billion come from?
In a note to clients issued early Tuesday, Piper Jaffray's Gene Munster raised his Q2 iPhone estimate (to 33 million), set a new 12-month price target ($910 per share) and -- most provocatively -- laid out a roadmap for Apple's (AAPL) market capitalization to go from $576.79 billion as of Monday's close to $1 trillion by MOREPhilip Elmer-DeWitt - Apr 3, 2012 7:06 AM ET
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