Mac OS Ken: 01.15.2016

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 15 January 2016

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- BTIG Analyst Cuts iPhone Expectations; Maintains Buy Rating and 160-Dollar Target - TSMC Sees Mobile Chips Tank in Fourth-Quarter of 2015 - Analog Devices Warns of Revenue Miss - Apple Music Takes Two-Hour Nap for Some Users - Quartz Makes the Case Against Apple Acquiring Time Warner - GhostSec Says ISIS Has Its Own Encrypted Communications App - Deputy Minister for Digital Affairs in France: Do Not Weaken Encryption - Steve Jobs Biopic Picks Up Two Oscar Noms for Acting - Steve Jobs Versus Bill Gates Musical to Hit Broadway in April - Have you subscribed to EYE Chart Radio Yet? You should! Find it in iTunes! - Send me an email: or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	This is Mac OS Ken.
0:12.0	Actual reports from Apple Supply Chain, two interesting tales of
0:15.5	encryption and two tales of Steve Jobs.
0:19.7	Huh?
0:21.7	It's Tuesday the 15th of January 2015. Oh, it might be Friday where you are.
0:28.0	I'm Ken Ray and this is news from Maco-S-Kan brought to you by yours truly and relax. It really is Friday.
0:35.7	Throw BTIG research analyst Walter Pychek onto the pile of analysts cutting iPhone sales estimates. Actually Py Pai Check himself refers to them as a herd of analysts.
0:47.0	Baron said the pie man issuing a note on Thursday, drawing down estimates for iPhone sales
0:52.0	both last quarter and this quarter.
0:54.9	For the December quarter he had been looking for sales of 80 million iPhones.
0:58.5	He's pulled that down to 76 million.
1:00.9	For the March quarter, you're soaking in it. He hadn't been expecting
1:04.4	sales of 62.5 million units. He's pulled that down to 56.5. In the end,
1:11.0	Piedchek sees no growth for iPhone in fiscal year 2016.
1:15.0	He does, however, expect a return to 5% growth in fiscal year 2017
1:20.0	when we all get to seven.
1:23.0	Despite his anticipated lag time for iPhone growth pie check is still big on Apple shares.
1:28.0	The analyst maintained his buy rating on the company's stock as well as his 12 month price target of $160.
1:35.7	So it really is starting to look like either sales of all mobile devices except iPhone
1:40.5	stink or sales of all mobile devices including iPhone stink.
1:45.8	Apple Supplier T-S-M-C had an exceptional 2015.
	...

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