Mac OS Ken: 03.20.2014

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 20 March 2014

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Morgan Stanley Analyst Sees iPhone Sales of 42-Million Units This Quarter Piper Jaffray Analyst Concerned Over High Expectations for Apple Wells Fargo Analyst Sees Revamped iPad 4 as Good Play Against Samsung Apple Insider Looks at Memory, Addressable Memory and Smartphones Hackers Hack EA Site; Go Phishing with Fake Apple Login Page Rainbow PUSH Pushes for More Diversity in Silicon Valley Management Brand Finance Pegs Apple as Most Valuable Brand in the States SaneBox: Bring Sanity to Your Inbox with a 2-Week Free Trial at

Transcript

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0:00.0	This is Mac OSKinn.
0:10.0	Wall Street Wednesday for Apple, news of an odd fishing attack, and Apple's the best
0:18.5	in a made-up thing.
0:21.0	It's Thursday, March 20, 2014.
0:23.2	I'm Kan Ray, and this is news from MacO.S. Can, brought to you by yours truly and
0:30.1	supported by I-Chart magazine.
0:32.3	Putting Apple and Tech News in focus
0:35.0	EY E E E E E E E E E E E E E
0:37.0	Chart magazine available for iOS newsstand now.
0:42.0	It was kind of a Wall Street Wednesday for Apple with a few analysts
0:46.0	weighing in on the iPhone and the iPad. First on the phone Morgan Stanley
0:51.0	analyst Katie Huberty. The Mac Observer had Katie Cat issuing a
0:55.1	note to clients wherein she said she thinks Apple will sell 42 million iPhones
1:00.8	this quarter. That's 4 million more than the 38 million
1:05.4	iPhones analysts are expecting on average. 4 million is a big difference.
1:11.2	Though she backs up her expectation with an explanation,
1:14.6	everyone else is wrong.
1:17.2	Kind of.
1:19.6	The piece says most analysts looking at supply chain data are seeing a fairly flat quarter in terms of
1:24.4	iPhone sales versus the same quarter a year earlier, but Huberty doesn't see it that way.
1:30.6	She figures that Apple suppliers probably ramped up production last quarter to meet holiday demand
1:36.0	and scaled back production after that.
	...

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