Mac OS Ken: 01.18.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 18 January 2012

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Piper Jaffray Raises 1Q FY2012 iPhone Sales Expectations; Lowers Expectations for Holiday Mac Sales Shipping Time on iPhone 4S Drops to 3 to 5 Business Days in the States Canaccord Genuity Analyst Stoked for Next iPhone and iPad and New MacBook Airs; Not Worried About Ultrabooks Macotakara Sources Say iPad 3 and iOS 5.1 Event in February; Release in March Report: iOS 5.1 beta 3 Full of Hints of Facebook Integration Apple Opens iTunes Match to 19 New Countries Apple Brings New Smartphone Suit Against Samsung in Germany Upcoming Book - Inside Apple - Says Scott Forestall Likely Next CEO of Apple Inside Apple Says Eddy Cue the Real “Dealmaker” for Jobs and Cook Ars Technica: Apple EDU Event to Include Textbook Platform to “Digitally Destroy” Textbook Publishing Fortune: Apple EDU Event Being Blown Our of Proportion Revisiting Jobs’ Thoughts on Textbooks Today from the Walter Isaacson Biography ZDNet: Publishers Stoked for Apple EDU Event and the Chance to Kill the Used Textbook Market WSJ: iWork Head Roger Rosner Said to Be Leading eTextbook Initiative

Transcript

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0:00.0	This is MacO-S-Kinn.
0:07.0	Analysts on Apple's recent past and near future peeking inside
0:16.3	Inside Apple and a whole lot of speculation around Apple's education event
0:20.6	it's Wednesday January 18, 2012. I'm Ken Ray and this is news from Maco-S. Ken.
0:29.1	Brought to you
0:33.6	subscribers to MacoS can day six.
0:36.9	More information is available at MacoS can.
0:39.6	can dot com.
0:41.0	This show is also supported by the MacOS Can Podcast app for the iPhone, iPad, and iPod touch,
0:48.0	available in the App Store now for $2.99.
0:53.5	A couple of financial analysts are weighing in on Apple's last quarter, as well as the year to come.
0:59.0	Going near term first, Fortune has Piper Jaffray analyst Gene Munster doing the good news bad news thing on the downside
1:06.6	Max yes their sales will be huge probably their biggest quarter so far but his take on recent numbers from NPD has him thinking
1:15.6	Apple will not have sold as many as he'd previously thought.
1:19.2	He's dropped his expectations for holiday quarter max sales from 5.2 million units to 4.9 million.
1:26.4	iPhones on the other hand are still just nutty.
1:29.2	Mr Munster opt his sales expectations for those from 30 million units to 30.6
1:34.9	million units last quarter. Supply and demand appear to be drawing closer
1:38.8	together on the iPhone 4S by the way. Electronista says shipping time on the device in the States has dropped
1:45.8	to three to five business days.
1:48.2	As for how Mr Munster did it, his guessing game will know early next week, Apple reports numbers for last quarter next
1:55.0	Tuesday afternoon at 5 PM Eastern 2 PM Pacific. Looking ahead can
	...

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