Mac OS Ken: 01.20.2011

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 20 January 2011

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

RBC Ups Apple Target to 425-Dollars / Gleacher, Barclays, and UBS All Up Apple Targets / Unaffiliated Analysts Beat the Pros on Apple 1Q FY2011 / IDC: iPad Drives Tablet Growth Up 45-Percent Between 2QCY2010 and 3QCY2010 / Ovum Says Android Tablets to Eclipse iOS Tablets by One-Percentage Point in 2015 / iPodNN says iOS Appears to Have Retaken Mobile OS Lead from Android / Apple Insider Says Apple Beats Nokia in Mobile Phones by Revenue / Gruber Says No Retina Display for Second-Gen iPad / DigiTimes Has Unnamed Parts People Saying iPad 2 WILL Sport Super High Resolution Screen / Apple Issues Second beta of iOS 4.3 (And Nixes 4 and 5-Fingered Gestures for Final Release) / Latest iOS beta Indicates Auto-Lock Feature for iPad / More Hints at Social Services in Latest iOS beta / Apple Issues Software Updates for iDVD and Some Recent-Model MacBook Airs / AT&T Cell Plans Look Poised to Be More Restrictive (and Expensive) / Dell Announces Event on 8 February between 7 February Sptint Event and 9 February HPalm Event / HP Files for ‘HP Touchpad’ Trademark Protection / Starbucks Expands Pay-By-Phone Program / Systemgraph v. Papadimitriadis: Greek TragiComedy

Transcript

Click on a timestamp to play from that location

0:00.0	This is MacOKANENLLIS.
0:17.0	Analysts and why we might not care what they have to say. I look at tablet sales now and later.
0:20.0	And a look at the updated iOS 4.3 beta, it's Thursday January 20, 2011.
0:27.0	I'm Ken Ray and this is news from Mac OS Ken, brought to you by yours truly and supported by listeners like you,
0:36.0	subscribers to MacoS Ken Day 6.
0:39.6	More information is available at Maco Can.com.
0:43.8	This show is also supported by the Maco As Can Podcast
0:47.2	app for the iPhone and iPod Touch,
0:49.5	available in the App Store now for $2.99.
0:54.3	A number of Wall Street's heaviest hitters have up their price targets on Apple.
0:58.5	The unofficial Apple Weblog has one.
1:00.9	The Mac Observer has three others. Served up by TUAW, RBC Capital, which upped its
1:07.0	apple target from $395 to $425 after Apple knocked sales and earnings out of the park for the first quarter of the fiscal year.
1:16.0	Over now to TMO, which has Gleecher and Company analyst Brian Marshall upping his Apple
1:21.0	target from $355 to $400 on higher than expected gross margins and robust
1:27.4	iPad demand.
1:29.2	Barclay's capital analyst Ben Reitzus upped his target from 420 to 450 dollars and
1:34.8	UBS analyst Maynard Am raised his target from 415 to 465 dollars a share
1:42.2	thing is none of these guys were the best $465 a share.
1:43.0	The thing is, none of these guys were the best at seeing where Apple's first-quarter numbers
1:46.9	would land. In fact, none of them were close to the best.
1:51.0	Fortune has had a look at 41 Apple Watchers, some affiliated with
	...

Please login to see the full transcript.

Previous episode | Next episode

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.