Gene Munster February 9

AAPL: 94.99

-0.02
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There’s no doubt that Apple has a definite interest in virtual reality. Tim Cook said on the most recent earnings call that “it’s really cool and has some interesting applications,” and he didn’t see it as a niche product. That’s as big a clue as Apple ever gives about its degree of interest in a product area.

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Gene Munster August 31, 2015

AAPL: 112.76

-0.53
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UI concept for VR iPhone case Pinć from Cordon Labs

Apple has recently hired a lead engineer from Microsoft’s HoloLens team, leading to more speculation that it could be working on its own augmented reality project behind the scenes.

Piper Jaffray’s Gene Munster first spotted the change of positions for Nick Thompson, who was reportedly previously leading audio hardware engineering efforts for Microsoft’s Hololens augmented reality project: expand full story

Gene Munster May 19, 2015

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Gene Munster March 3, 2015

Gene Munster November 26, 2013

Gene Munster August 13, 2013

Image: tested.com

Image: tested.com

One of the big question marks around the iPhone 5C – the rumored name for the mid-market plastic iPhone – is how Apple will prevent the lower-cost phone cannibalizing sales of the iPhone 5 and 5S.

One possibility is to limit sales of the 5C to emerging markets. Apple could make it available in India and China, where price is a much bigger barrier to iPhone acquisition, and withhold it from North America and Europe. That would make a great deal of sense, but is extremely unlikely and an approach Apple has ever taken before.

Analyst Gene Munster has another theory, though one just as unlikely: that the 5C will omit a key feature of present-generation iPhones: Siri.

Additionally, we believe that Apple may exclude some software features, such as Siri, which we note was not an option on the iPhone 3GS or iPhone 4 upon launch …  expand full story

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