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Mac OS Ken

Mac OS Ken: 03.15.2016

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 15 March 2016

⏱️ 15 minutes

🧾️ Download transcript

Summary

- UBS and Nomura See More and Less from iPhone SE - Apple Lawyer Takes Case Against Recent DoJ Filing to CNBC - Richard Clarke Backs Apple in San Bernardino iPhone Case - Report: WhatsApp to Add Encrypted Voice Chat in “Coming Weeks” - Report: DoJ Considers Apple-Style Fight with WhatsApp - Apple, Google and Other Multinationals to Talk Taxes with European Parliament - Apple Publishes Guidelines for Advertising in News App for iOS - Apple Opening New Flagship Store in China This Weekend - Philip Elmer-DeWitt Striking Out on His Own Site - Have you subscribed to EYE Chart Radio Yet? You should! ! - 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 OSKinn.

0:07.0

This is Mac OS Ken.

0:12.0

Weighing the 4 inch iPhone in Cryptofalusa 2016 McGettin Gate gets a new act and saying

0:17.9

goodbye to Philip Belmer DeWitts for about a minute. It's Tuesday the 15th of March 2016. I'm Ken Ray and this is

0:27.6

news from Maco-S-Can brought to you by yours truly and powered by people like you patrons through Patreon

0:36.0

find out more and add your support at patreon.com slash MacoS can with less than a week until hot newness, or at the very least newness, from Apple,

0:48.0

Wall Street types are typing away.

0:50.0

Barons on Monday had notes from Nemura analyst Jeffrey Koval and UBS analyst Steve

0:55.8

Melunovich. Starting with Nemura, Koval thinks the anticipated 4-inch iPhone

1:00.6

is being aimed at emerging markets.

1:03.6

As such, he thinks it'll likely be a hobbled device

1:07.1

unattractive to buyers and more affluent economies.

1:10.4

Quoting his note, we do not expect huge unit volumes for iPhone SE, only in the range of $10 to $20 million over the first year.

1:18.0

Instead, we believe Apple will segment the markets and thus retain its developed markets average selling prices.

1:24.8

We expect Apple to effectively segment the market with a feature set that is less appealing

1:28.8

to its current customer base to retain its average selling price structure, this is a risk for Apple.

1:34.4

Its 5C had too few features to justify but a mild $100 average selling price reduction

1:40.7

versus the high-end products and thus did not sell well.

1:46.8

One wonders however on what he's basing that expectation.

1:50.8

Most of the rumors around the phone have it running on par with the iPhone 6 ass, with 3D touch and a larger screen size being the only missing features.

1:59.0

Well, Kavall can't get excited about iPhone SE, he's got a buy rating on Apple shares and a price target of $135.

2:06.7

That's because he knows there's an iPhone 7 on the way.

...

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