Mac OS Ken: 02.13.2015
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 13 February 2015
⏱️ 21 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This edition of Maco-Waskan brought to you by Squarespace, the easiest way to create a beautiful |
| 0:05.3 | website, blog, or online store, an elegant interface, beautiful templates, and incredible |
| 0:10.8 | 24-7 customer support. |
| 0:13.0 | Try it at Squarespace.com and in her offer code Mac OS can at checkout to get 10% off. |
| 0:20.0 | Square Space. Build it beautiful. This is Mac OSKIN. |
| 0:35.0 | Interesting notes from the Financial Front, security and talk of security, and Apple reports on the supply chain. It's Friday, February 13, 2015. |
| 0:47.0 | I'm Ken Ray and this is news from Maco-S Ken. |
| 0:52.0 | Brought to you by yours truly and supported by I chart magazine |
| 0:56.2 | putting Apple and Tech News in focus E-Y-E-E-I-Chart Magazine, available for iOS Newsstand Now. |
| 1:07.0 | Three notes of notes from the financial sector to finish the week. |
| 1:10.3 | We start with Wamsi Mohan, which sounds like a code name for Lindsay Lohan, but is in fact an analyst with Merrill Lynch. |
| 1:17.4 | Mohan likes Apple. |
| 1:20.1 | Baron says he's got a price target on Apple's shares of $140 and a rating on the shares of buy. |
| 1:26.4 | And he reiterated both of those in a note that he sent the clients on Thursday. |
| 1:31.2 | Quoting his note, although we think the stock in the near term will likely be driven largely by the iPhone |
| 1:36.8 | shipments, upcoming release of Apple Watch and expectations for a large capital return announcement |
| 1:42.4 | in April, we address the long-term question of which |
| 1:46.1 | new-end markets Apple can tap into in order to grow its revenue even further. |
| 1:57.0 | This makes perfect sense. He's not saying Apple is doomed, rather he wants to know what Apple will have done for him lately in a few years. Why wouldn't one want to know or at least ponder that? |
| 2:05.0 | Now I must confess when I first read the Baron's piece on the Mohan missive I thought |
| 2:09.7 | Wamsi had gone wacky. Here's what the Baron's piece said. Mohan believes Apple |
| 2:16.1 | can get another 800 billion dollars of the total annual spend by consumers on |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

