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Mac OS Ken

Mac OS Ken: 02.05.2014

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 5 February 2014

⏱️ 22 minutes

🧾️ Download transcript

Summary

Morgan Stanley Analyst: iWatch Could Mean $17.5B in Revenue in Year-One Apple Reportedly Hires Sleep Expert for iWhatever comScore: iPhone Pwns U.S. Smartphones for Fourth-Quarter 2013 ARM Wrestles with Slowing Growth in Smartphones Report: Apple Restarts iPhone 4 Production for India, Indonesia and Brazil ARM Exec Says Apple Needs to Address Low-End Smartphone Market Three-Judge Panel Hears Apple Argument Against Bromwich Free U2 Track Garners $3 Million for Charity Tim Cook Talks R&D and Retail in Turkey Apple Pledges $100 Million in Tech to ConnectED Microsoft Names Cloud Services Exec Satya Nadella as New CEO Get 10% Off of Your Squarespace Site with Coupon Code macosken at Squarespace.com/macosken

Transcript

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0:00.0

This edition of Mac OS can brought to you by Squarespace to do-it-yourself site builder with everything you need to create an exceptional website.

0:08.0

Find out more and get your two-week free trial at square space dot com. This is Mac OSKinn.

0:25.0

Weighing the worth of an eye watch arm wrestles with slowing smartphone growth

0:31.0

and Apple officially argues against from which it's Wednesday

0:35.1

February 5th 2014 I'm Ken Ray and this is news from MacoS Ken brought to you by yours truly and supported by iChart magazine, putting

0:46.3

Apple and Tech News in focus, EY E. E.E. I. Chart magazine, available for iOS Newsstand now.

0:55.0

What's an Iwatch worth to Apple?

0:58.0

As much as 17.5 billion dollars in the first year,

1:02.0

according to Morgan Stanley analyst Katie

1:03.9

Huberty not bad for a device that doesn't even exist yet. Barons had Katie

1:09.6

Kat issuing a note to investors on Tuesday saying Apple's spending on research and development is no joke.

1:16.0

She said increased periods of R&D spending like the increases seen by Apple over the last three years have historically led to improved stock performance and

1:25.3

the company seems to be setting up for something big in terms of impact.

1:30.0

Quoting her note, Apple kept R&D growth at over 30% year over year during 2010 through 2013,

1:37.0

the only multi-year stretch of consistent double-digit growth in the past 15 years.

1:42.0

We believe some of these investments produce new services

1:45.3

and expanded existing product families such as iCloud and syry in 2011

1:50.1

iPad mini and apple maps in 2012 an iPhone 5C and even touch ID fingerprint

1:55.4

sensor in 2013. However, significant investments were likely made in new

2:00.8

product categories too, such as mobile payments and

2:03.9

wearables in our view. Apple is stepping up R&D investments even after a period

2:09.2

of prolonged R&D growth.

...

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