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Mac OS Ken

Mac OS Ken: 02.13.2015

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 13 February 2015

⏱️ 21 minutes

🧾️ Download transcript

Summary

- Merrill Lynch Analyst Sees Money for Apple at the Low End - CNBC Gives Airtime to Apple F.U.N.D.er - Munster Sees Souped-Up Apple TV in 2015 - Apple Adds 2FA to iMessage and FaceTime: Take 1 - Apple Adds 2FA to iMessage and FaceTime: Take 2 - Tim Cook to Speak at White House Cyber Security Summit - Bloomberg: Facebook Google and Yahoo Giving White House Summit a Miss - NYT: Relations Contentious Between Tech Sector and White House - Apple Releases Supplier Responsibility Progress Report - Xiaomi Making Small Move Into U.S. Market - Get 10% Off of Your Squarespace Order with Coupon Code macosken at

Transcript

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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

...

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