meta_pixel
Tapesearch Logo
Log in
Mac OS Ken

M3 Reacts and India Hacks - MOSK: 11.01.2023

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 1 November 2023

⏱️ 14 minutes

🧾️ Download transcript

Summary

- Analysts React to "Scary Fast" M3 Event - Report: Apple Warns Opposition Figures in India of iPhone Spy Attacks - EA Sports FC, Erling Haaland, and Beats Team Up on… Something - Report: Qualcomm to Out New XR Chipset in Early 2024 - Apple Posts "Scary Fast" Behind the Scenes Video - Sponsored by Green Chef: Go to GreenChef.com/60mok and use code 60mok for 60% off plus free shipping - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0

This is in a scary fast announcements.

0:02.0

Apple is in a seriously.

0:04.0

This is Mac OS Ken.

0:08.0

Analysts react to the scary fast announcements.

0:11.0

Apple is in a seriously weird position in India and a trip

0:16.1

behind the scary fast scenes. It is Wednesday the 1st of November 2023. I'm Ken Ray and this is news from Maco West can brought

0:28.8

to you by yours truly and supported by people like you patrons through Patreon find out more and

0:37.8

add your support at patreon dot com slash Maccca west can even before Apple's scary fast event Monday night

0:49.3

DA Davidson analyst Tom Forte was on CNBC, CNB saying that whatever Max Apple was said to reveal

0:57.7

would not move the needle for the company's shares.

1:01.5

He was of course not wrong, but nobody expected that that would happen anyway.

1:06.0

Still it strikes me as bad for him to go on TV two hours before an announcement and say,

1:12.0

it really doesn't matter what they announce.

1:15.0

Paraphrasing as I want to do.

1:19.0

Other analysts also reacted and no

1:23.0

no needles were moved.

1:25.2

Apple 3.0 posted Forte's

1:27.4

CNBC clip as well as pieces of notes

1:30.6

from other Apple analysts.

1:33.0

Needham analyst Laura Martin questions the when of the Scary Fast event.

1:38.0

The odd timing, she wrote, just three days before earnings causes us to worry that laptop and IMAX sales

1:45.9

were weak in the September quarter. Pardon my editorializing, but that is a stupid sentence. On Apple's June quarter earnings call

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.