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Mac OS Ken

Mac OS Ken: 01.22.2016

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 22 January 2016

⏱️ 17 minutes

🧾️ Download transcript

Summary

- Credit Suisse Cuts iPhone Expectations (Again); Stays Outperform on Apple Shares - Counterpoint Research: iPhones Sets Quarterly Sales Record in India - Foxconn Bids on iPhone Display Supplier Sharp - CIRP: iPad Sales Dominated by mini Segment; iPad Pro Sees Strong Start - Apple Launching First European iOS App Development Center in Italy - Apple CEO Meets with EU Antitrust Chief - AT&T CEO: Encryption Is a Decision for Capitol Hill, Not Cupertino - California Lawmaker Proposes Backdoor Law Similar to New York Proposal - Google Paid Apple $1 Billion in 2014 to Stay Default Search in iOS - Apple Reportedly Opening R&D Facility in Car-Tech Capital of Canada - Apple Hires Leading Expert in VR/AR User Interface Design - Have you subscribed to EYE Chart Radio Yet? You should! Find it in iTunes! - Get 10% Off of Your Squarespace Order with Coupon Code macosken at - Send me an email: or call (716)780-4080!

Transcript

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0:00.0

This is Mac OSKIN.

0:07.0

Another cut for iPhone expectations, a look at Apple and Europe. An AT&T sort of decides to stay out of something.

0:20.0

It's Friday at the 22nd of January 2016. I'm Ken Ray and this is news from MacoS Ken.

0:27.6

Brought to you by yours truly and sponsored this week by Squarespace.

0:31.8

Start building your website today at Squarespace. Start building your website today at

0:34.3

Squarespace.com and our offer code MacOS can at

0:38.0

check out to get 10% off that's square space.

0:41.6

Build it beautiful.

0:44.0

What are we like 96 hours from Mac OSKenn day?

0:49.0

Plenty of time to draw down expectations for iPhone sales between now and then. Making what he called a

0:55.2

last cut on Thursday was Credit Suisse analyst Kolbinder Garca. Barron said the analyst issuing a note to

1:01.9

clients wherein he cut iPhone sales expectations for the current quarter from roughly 52 million units to 48 million.

1:09.0

June quarter expectations he dropped to 44 million units and same goes for the

1:13.6

September quarter when we'll be dancing till the night becomes a brand new day.

1:19.7

Trying something different this September. Is this the start of a long trip down for iPhone sales year over year?

1:27.0

Darka thinks not.

1:29.0

He says in his note that it would be wrong to assume that iPhone estimates decline year over year

1:33.8

after calendar year 2016 and remain constructive on iPhone units long term.

1:41.1

Credit Suisse has an outperform rating on shares, Garca's 12 month price target on the shares, is $140.

1:49.0

Best of Times, blerst of times, while Wall Street freaks out about dropping iPhone sales,

1:54.8

Apple's communicator turns in a record quarter in India.

1:58.8

I-Mour highlights numbers from Counterpoint Research that show the Cupertino Company selling 800,000 iPhones

...

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