Mac OS Ken: 02.09.2017

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 9 February 2017

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- BofAMerrill Lynch Analyst Ups Appel Target to $140 - UBS Sees 1 Billion Active iPhones by Late 2019 - Rumor: Anniversary iPhone Could Start North of $1,000 - CD/DVD Drive Makers Settle Price Fixing Suit - Epix Hits Apple TV; Misses the Point - Mac Malware from Iran Targets US Defense and Human Rights Workers - Trump Report is Malware! SAD! - Cook: Don’t Do It for the Money - Cook: The U.S. Can Do Two Things at Once - Faulty Samsung Battery Factory Catches Fire - Blue Apron: A better way to cook. Get your first three meals free by going to - Power Mac OS Ken through Patreon at ! - Send me an email: or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	This is Mac OS Ken.
0:11.0	iPhones, Cycles and super cycles, you could be swimming in tens of ones of dollars.
0:19.4	An Apple CEO gets my goat, Then returns it.
0:24.0	It's Thursday, the 9th of February, 2017.
0:27.0	I'm Ken Ray, and this is news from Maco-Sken.
0:32.0	Brought to you by yours truly and sponsored by Blue Apron, a better way to cook.
0:38.0	Check out this week's menu and get your first three meals free with free shipping by going to Blue Apron.com slash Maco-Scan. This show is also
0:47.4	supported by people like you patrons through Patreon. Find out more and that your
0:52.4	support at Patreon. Find out more and at your support at Patreon.com slash MacOS can.
0:57.0	Hoisting higher the target. The website Street Insider says,
1:02.8	Wamsi Mohan, which sounds like a 1920s dance craze, but is in fact an analyst
1:07.3	with B. of a Merrill Lynch, has upped his apple price target.
1:11.0	That's thanks to the super cycle analysts are expecting around the next
1:14.7	iPhone. What say Wamsi? Let me quote him for you. We raise our revenue and average selling
1:22.0	price assumptions on the iPhone 8,
1:23.8	but take a more normalized multi-year view on the iPhone 8 cycle,
1:27.8	unlike the iPhone 6 cycle of 37% growth, followed by 8% unit decline. Given our expectation
1:34.3	that Apple will introduce three models, 7S, 7S plus and 8 this fall, we expect demand
1:40.6	for 8, O-Ed will outstrip supply for a longer term based on O-led
1:44.7	panel supply as well as strong upgrade demand from the installed base.
1:49.2	Despite lowering near-term iPhone expectations, the analyst sees plenty to like.
	...

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