“Before, I and a lot of other people thought online music services were the demand driver in themselves. But the music services are driven by the hardware side. Looking at [the media player market], you have to take it six months at a time, and over time something's got to give.”
“There is continued evidence that Apple is gaining share. Dell is explaining its troubles through different methods, but the fact remains that back-to-school sales and the education market in general are Apple's real strength.”
“[At the same time, he knows the mobile-phone market could be tremendously important for digital music in the future. So he's positioning Apple to be ready for a sales boom without leading the charge himself.] They don't want to cannibalize their business, ... to give people a little taste.”
