Tag: merrill-lynch

Mac OS X v10.4 Tiger should be the first new version of the operating system to help increase Apple’s PC market share, according to one Wall Street analyst. Merrill Lynch’s Steven Milunovich said in a research note obtained by MacMinute that based on the features of Tiger and the halo effect from the iPod, Apple’s PC outlook is “rosier this time.” Milunovich estimates that first quarter Tiger sales will be $84 million to $100 million, compared to $60 million for the previous version of Mac OS X, Panther.

Merrill Lynch analyst Steven Milunovich said today that he expects Apple to ship 1 million iPod shuffles and about 3 million iPods this quarter, for a total of 4 million units. “Updating the iPod mini should help iPod units decline only 35 percent sequentially from 4.6 million to 3 million,” the analyst wrote in a research note to clients. Milunovich also noted that today’s price reduction on the 60GB iPod photo suggests that “demand has been less than spectacular since its October debut.” Read More

In a research note to clients on Wednesday, Merrill Lynch analyst Steven Milunovich weighed in on Apple’s new Mac mini and iPod shuffle, saying that Apple is quickly becoming a consumer electronics king. “Apple continues to show strategic flexibility with its lowest priced Mac ever and an iPod at US$99 with more capacity than we expected. We continue to think Apple is building a sustainable consumer electronics franchise rather than just lucky with hot products,” Milunovich wrote.

In a research note to clients today, Merrill Lynch analyst Steven Milunovich provided his thoughts on reports of a headless (without monitor) sub-$500 iMac. “Why require a PC owner to buy a new monitor to get a Mac?” stated Milunovich. “Selling just the system unit would cut significantly the cost to switch.” He said that the proposed iMac could cannibalize sales of the eMac, but the impact “should be modest” as eMacs are targeted at the education market.