This is MacO-S Ken.

Wall Street's case of the Mondays.

Wall Street's case of the Mondays, Roku CEO on Apple's video push, and glancing at the

Apple v Qualcomm mess, it's Monday the 27th of March, 2019.

I'm Ken Ray, and this is news from Maco-S Ken.

Brought to you by yours truly and supported by people like you patrons through

Patreon find out more and that your support at patreon dot com slash Maco-Scan Patreon. actions of six investment firms to Apple's Showtime event held at the company's

Apple Park campus on Monday. One-piece covered reactions from Goldman-Saxon

Oppenheimer. The second piece covered reactions from Macquarie and UBS, and the third piece covered reactions

from J.P. Morgan and Cowan Company. Sort of like Goldilocks and the Three Bears, I won't say the third one was just right, rather it was the only one that had anything interesting to offer.

Each piece had each firm saying they really didn't have enough information

thanks to the lack of information offered by Apple.

Each also had the firms expressing disappointment.

While some think Apple card can strengthen ties between Apple and consumers, no one

seems to think that it'll do a lot to move earnings per share in an upward direction.

See also Apple TV Plus, Apple News Plus, and Apple Arcade.

The part of the third piece that was interesting to me was the one where

JP Morgan wondered where the value for consumer is in the Apple TV app.

Quoting that part of the piece, J.P. Morgan feels the announcement left investors

largely disappointed relative to inspections that Apple would become a strong video competitor,

the aggregation ability to sign up to individual subscription channels and original content

offers little value at this time other than offering one portal to access all existing

...