Mac OS Ken: 01.29.2021
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 29 January 2021
⏱️ 20 minutes
🧾️ Download transcript
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| 0:00.0 | This is MacOS Ken. |
| 0:09.0 | Analysts react to Apple's earnings, Apple Marks Data Privacy Day, and Facebook fires at Apple. |
| 0:16.0 | It's Friday, the 29th of January, 2021. |
| 0:20.0 | I'm Ken Ray, and this is news from Macawes Ken brought to you by yours truly and |
| 0:27.8 | sponsored by Sun Basket delivering oven-ready meals that are fast, fresh, and delicious. |
| 0:34.0 | Get $35 off your order using promo code Maco West Ken |
| 0:39.0 | at SunBasket.com slash Maco West Can. This show is also supported by people like you, patrons through |
| 0:50.1 | Patreon. Find out more and add your support at Patreon.com slash Macoess Can. |
| 1:00.0 | Remember the part in the Empire strikes back when Luke sees the cave and asks Yoda what's in the cave and |
| 1:08.7 | Yoda says only what you take with you? Yeah, that's kind of the Apple earnings call. |
| 1:15.3 | Analysts who went in doubtful came out just as doubtful, while analysts who |
| 1:20.5 | believe in the Apple story came out firmer in their convictions. |
| 1:26.1 | Philip Elmer DeWitt has done his usual bang-up job of gathering pieces and parts of notes |
| 1:30.8 | and posting them on Apple 3.0, let us go through a few, shall we? |
| 1:37.6 | Goldman Sachs analyst Rod Hall may have been impressed by Apple's crushing numbers last |
| 1:42.4 | quarter, though guidance for the current |
| 1:44.9 | quarter was less than impressive in his estimation. |
| 1:48.4 | Made doubly so, I dare say by the fact that they didn't guide as much as they hinted. |
| 1:54.0 | He questions whether there's an iPhone super cycle and wonders whether the Mac and iPad can stay |
| 1:59.5 | strong as the world starts to reopen post COVID-19 in that respect at least he is |
| 2:07.5 | optimistic. Hall still has a cell rating on Apple's shares he did did up his 12 month price target on the shares though from $80 to |
| 2:17.7 | 83. UBS analyst David Vote is another who doubts the iPhone super cycle. |
... |
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