Mac OS Ken: 01.25.2018

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 25 January 2018

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

- JP Morgan Cuts Apple Supplier Expectations - Bernstein Casts Doubt on March-Quarter iPhone Expectations - Siri Now Used on Over 500 Million Devices - Drake Breaks Day-One Streaming Records on Apple Music and Spotify - Congress Quizzes Apple and Others on Spectre and Meltdown Embargoes - Get 10% Off of Your Squarespace Order with Coupon Code macosken at Squarespace.com - Power Mac OS Ken through Patreon at Patreon.com/macosken! - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	This is Mac OSKIN.
0:12.0	Signs and
0:14.1	the supply chain services to sing about and Congress has questions for tech.
0:19.7	It's Thursday the 25th of January 2018.
0:23.8	I'm Ken Ray and this is news from Maco-S Ken.
0:28.8	Brought to you by yours truly and supported by people like you patrons through Patreon.
0:35.0	Find out more in that your support at Patreon.
0:38.6	dot com slash Maco-Sken.
0:42.0	One week from today. Maco-S-Can.
0:43.0	One week from today, Apple reports first-quarter fiscal year 2018 earnings.
0:49.0	That'll either be followed by analysts eating Crow or Apple execs eating humble pie.
0:55.4	Two tales of woe from the supply chain on Wednesday.
0:58.8	CNBC says JP Morgan analyst Bill Peterson has cut his estimates not on iPhone sales since he doesn't follow
1:06.5	Apple but rather on Apple suppliers in the iPhone chain.
1:11.5	In his note titled Trming Estimates on Smart Phone
1:14.0	Demand Weakness, Peterson wrote, our research colleagues in Asia
1:18.3	reduce their estimates for electronics manufacturing service builds
1:21.8	for Apple iPhones for the March and June quarters of 2018.
1:27.0	The analyst goes on to say, taking into account our new expectations for smartphone demand,
1:32.0	we take down our March quarter, June quarter, and
1:34.8	full year estimates for wireless companies under coverage. In other words,
	...

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