Summary

Original source:
http://www.ipodlounge.com/index.php/news/comments/4254/

Details

• Piper Jaffray senior analyst Gene Munster said today that he does not think sales of the iPod will be affected by Yahoo's new subscription-based music service offerings.
• "We do not anticipate the market share of the iPod will be meaningfully impacted by the emergence of Yahoo!
• and other music subscription services," Munster said in a research note obtained by iPodlounge.
• "In addition, if subscription services become more successful, we believe that by year end Apple will introduce its own version of a subscription based music service."
• "We have seen over the last two years that the success of online music services is driven by compatible devices," Munster said.
• "As a datapoint, despite new music services in the past year, Apple has maintained its ~80% market share in the portable audio device market.
• In other words, the risk to Apple is a killer new MP3 player, not a new online music service."
• Munster also reiterated his that by the end of 2005 more than 35 million iPods will have shipped.

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