Mac OS Ken: 01.17.2013

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 17 January 2013

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

Global Equities Analyst Sees iPhone Display Cuts as Sign Apple is Moving to IGZO Displays Analysts from Merrill Lynch, Morgan Stanley and Others Continue AAPL Defense Pacific Crest Analyst Cut AAPL to Sector Perform; Sees Market Saturation at High-End and Nothing Truly New on the Horizon KGI Securities Analyst Expects All-Retina Display MacBook Pros and Retina Display iPad mini in 2013 Apple Launches Installment Payment Options for Consumers in China Apple Launches Back-to-School Promotion in Australia and New Zealand Apple Seeds Seventh Build of OS X 10.8.3 to Developers Dutch Court Rules Against Apple in Design Patent Case Against Samsung Galaxy Tabs Facebook Adds Free Call Feature to Messenger App for iOS

Transcript

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0:00.0	This is Mac OSKIN.
0:10.0	analyst keep on keeping on on Apple.
0:15.0	Chinese consumers have a new way to buy ithings and turning your iPhone into a phone.
0:21.0	It's Thursday, January 17th, 2013. I'm Can Ray and this is news from Maco
0:28.2	S. Can. Brought to you by yours truly and supported by listeners like you subscribers to Mac OS can Day six
0:36.2	more information is available at Maco can dot square space
0:40.7	dot com this show is also supported by the Mac OS Can Podcasts app for the iPhone, iPad, and iPod touch,
0:48.6	available in the App Store now for $2.99.
0:53.7	More analysts with more thoughts on Apple and iPhones and where its stock should be this
0:58.7	week, and it's not all good. Some of it is, though like Global Equities Research analyst Tripp Chaudry's explanation for why
1:06.0	Apple has cut its display orders.
1:08.2	Barons has Chaudhries saying that the screen reduction has nothing to do with weakening
1:12.3	iPhone 5 demand.
1:13.8	Rather, he thinks Apple is shifting from using the displays it uses today
1:17.9	to using new indium, gallium and zinc oxide or Izzo displays.
1:23.7	Chaudry spent some time checking out the Izzo displays at the Sharp Electronics Booth at
1:28.0	CES and he really seems to have liked what he saw.
1:31.4	Quoting his note, Izzo is ideal for large TV panels. Izzo is also
1:36.1	ideal for flexible displays such as in the new iPhones, iPads, and Macbooks. Izzo has 40 times faster response time than today's LCD TVs.
1:47.0	Sharp also says that mobile devices using the displays get days of standby time thanks to lower battery use and despite their greater brightness and resolution.
1:56.1	It's possible that this is what Topeka Capital Markets Analysts Brian White saw at CES that
2:01.7	made him think that a new iPad and a new iPad mini are coming out in March as well.
	...

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