Mac OS Ken: 01.26.2018
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 26 January 2018
⏱️ 17 minutes
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Summary
Transcript
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| 0:00.0 | 12. |
| 0:14.0 | This is Mac OSKIN. |
| 0:25.0 | Confusion is Wall Street's middle name. |
| 0:29.0 | A look at what's coming for iOS, |
| 0:31.0 | and the Home Pod survey results are in. |
| 0:34.0 | It's Friday the 26th of January 2018. |
| 0:38.0 | I'm Ken Ray and this is news from MacO.S Ken, brought to you by yours truly and supported by people like you, patrons through Patreon. |
| 0:49.0 | Find out more and at your support at patreon.com slash. that Patreon dot com slash Maco-Sken. |
| 0:57.8 | Generally speaking these days I start with a story about iPhone. |
| 1:01.4 | How's it doing? How do analysts think it's doing? What's being said in the supply chain? |
| 1:06.7 | But there's little point in bringing you much more than the headline from a market watch |
| 1:11.2 | story I saw yesterday, Apple iPhone 10 demand, more data, more questions. |
| 1:18.0 | Yes, nearly everyone sees weakness in the supply chain at this point, but no one is sure what that means exactly. |
| 1:25.6 | Even if iPhone sales drop, no one is sure what that means for Apple's bottom line, since the |
| 1:31.0 | prices of higher end devices have gone up this year. |
| 1:34.0 | That's for both iPhone 8 plus and iPhone 10, with its starting price of $1,000. |
| 1:40.0 | Instanet analyst Jeffrey Koval thinks negativity in the supply chain means dollars. Tony Sakanagi's belief that current quarter iPhone's sales will be weaker |
| 1:54.8 | than originally anticipated. New on the scene this week is Morgan Stanley analyst Katie |
| 2:00.0 | Huberty, with a positive spin on a negative move. |
| 2:05.1 | Quoting Market Watch, Morgan Stanley's Katie Huberty deemed supply chain indicators |
| 2:08.9 | largely noise, though she lowered her price targets $200 from $205 on Thursday and trimmed March |
| 2:16.1 | quarter estimates, she still thinks the first three months of 2018 will be strong. |
... |
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