Mac OS Ken: 03.15.2017
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 15 March 2017
⏱️ 12 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | This is a MACOS Ken. |
| 0:07.0 | Another I get it and you don't bit of analysis. Apple makes a big security |
| 0:16.9 | higher and dispatches from the streaming music front. It's Wednesday the 15th of |
| 0:22.3 | March 2017. |
| 0:24.0 | I'm Ken Ray and this is news from Maco-S Ken. |
| 0:29.0 | Brought to you by yours truly and sponsored by GoDaddy. The tools and team to get your business online. |
| 0:36.5 | Get 30% off all new products with coupon code Mac30 at goDaddy.com. This show is also supported by people like you, patrons through |
| 0:46.6 | Patreon. Find out more in that your support at Patreon.com slash Macoess Can. |
| 0:55.0 | Have you heard anything about this super cycle expected to be generated by the next round of flagship iPhones? |
| 1:03.8 | You may have heard, but Morgan Stanley analyst Katie Huberty thinks you're probably not |
| 1:07.8 | grocking its fullness. |
| 1:10.0 | 9-to-5 Mac says the Hube was on CNBC on Tuesday, saying Wall Street is missing the full potential of iPhone. |
| 1:18.0 | Rimes with bait. |
| 1:20.0 | Sure, analysts are bullish around the super cycle, but she doesn't think they're bullish enough. |
| 1:25.4 | According the report, |
| 1:27.4 | Huberty explained that she predicts iPhone unit sales will rise by 20% in fiscal year 2018, which is double what the rest of Wall Street |
| 1:36.0 | is projecting at 10%. |
| 1:38.8 | Huberty says that her bull case calls for 30% unit growth during fiscal 2018. |
| 1:46.1 | It's unclear from the piece what she sees differently |
| 1:48.9 | than anyone else. |
| 1:50.2 | Her expectations for the phone |
| 1:51.9 | seem to be in line with everyone else's. |
... |
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