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Mac OS Ken

Mac OS Ken: 01.27.2020

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 27 January 2020

⏱️ 19 minutes

🧾️ Download transcript

Summary

- Rosenblatt Ups Apple Target to $250, Maintains "Sell" Rating - Credit Suisse Sees Folks Waiting for Second iPhone 5G - Sacconaghi Still So-So on Apple - Cowen Ups Apple to $350 on iPhone + Services - Wedbush Ups Apple Target to $400 - Apple Advocating for Patient Access to Health Data - Tim Cook Pledges Donation to Aid 2019-nCoV Relief in China - Apple Guts Unofficial Archive of Video - Cut your wireless bill to 15-bucks a month at MintMobile.com/MACOSKEN - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at 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 OS Ken. Oh, I'm going to be. And the This is Mac OS Ken.

0:55.0

Rolling with the bears and running with the Bulls. What in the health care is Apple up to?

0:59.0

And thoughts on yesterday and tomorrow.

1:02.0

It's Monday, the 27th of January 2020. I'm Ken Ray and this is

1:08.8

news from Maco West Ken brought to you by yours truly and sponsored by Mint Mobile.

1:16.9

Cut your wireless bill to 15 bucks a month at mint mobile.com. Maco West Cant.

1:25.0

This show is also supported by people like you, patrons through Patreon.

1:31.0

Find out more and at your support at Patreon. Climbing a ladder to start the day rolling with bears into a run with bulls

1:46.9

Looking at five notes from analysts from the less than impressed to the totally stoked

1:53.5

Rosenblatt analyst June Jang has upped his apple price target to about $70 less than

1:59.1

Apple's current price.

2:01.3

Apple Incider had Jay-Z issuing a note late last week. price. over the average selling price for iPhones.

2:13.0

While iPhone 11 is selling well in his estimation,

2:16.7

the 11's pro and pro max aren't selling as well.

2:21.0

The way he sees it that, plus the possibility slash probability of a more

2:26.1

budget-friendly iPhone SE2, could dent iPhone's ASP. And he doesn't think 5G will save the day. The $200 premium he expects

2:37.1

iPhone 5G to command may leave buyers on the sidelines, or they may wait for millimeter wave frequency phones, which he

2:45.9

thinks won't ship until December which will be the next fiscal year. Quoting

2:51.1

his thoughts on the 5G rollout, we believe the market has become too

2:55.3

enthusiastic about the upcoming 5G cycle. We expect the cycle to be similar to a

3:00.8

regular smartphone upgrade cycle or even slower than a

3:04.9

regular upgrade cycle due to consumers waiting for 5G networks to get better

...

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