Mac OS Ken: 03.31.2011

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 31 March 2011

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Apple Sets 2Q FY2011 Earnings Call for 20 April / Pacific Crest Analyst Anticipates Unusually Conservative Guidance from Apple for 3Q FY2011 / Wu Worries That Apple May (Eventually) Get Too Big to Grow / Needham and Company Analyst No Longer Wonders Whether iPad is Fad / Microsoft Exec Not Sure Tablets are Here to Stay / Dell Exec Uses Fuzzy Math and FUD to Predict Failure for iPad in the Enterprise / Blogger Counts 17 Apps Made Specifically for Android 3.0 / Apple Releases Second Developer Build of Lion / Apple Issues Patch to Fix iTunes Issue on 13-Inch MacBook Air Running Latest Version of Snow Leopard / Morgan Stanley/AlphaWise Survey: Chinese Consumers Would really Like a Less Expensive iPhone / Nokia Charges Apple with Infringement of Seven More Patents / Amazon Launches “Cloud Drive” Media Locker Service / Apple TV-competitor Roku Makes Major Push into Brick-and-Mortar Retail / Microsoft Head of Marketing Moving On

Transcript

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0:00.0	This is MacO-S Ken.
0:14.2	Financial analysis. This is Mac OSKAN. Financial analysts worry over when to worry over Apple.
0:17.5	From I-FAD to iPad to I-FUD
0:21.3	and competition for Apple in the Cloud and the Living Room
0:24.4	it's Thursday March 31st 2011. I'm Ken Ray and this is news from
0:30.8	Maco-S-KAN brought to you by yours truly and supported by
0:34.8	listeners like you subscribers to MacoS Ken Day 6. More information is available
0:40.8	at MacoS Ken.com and sponsored by Droboo
0:45.0	makers of the Drobo family of data storage and backup solutions.
0:49.0	Is your data protection plan built on hope?
0:51.0	Choose a real solution instead from the Drobo line. From single
0:55.2	to multiple machine settings, they've got a solution for you and special deals for
0:59.7	listeners in North America, Europe, and the UK.
1:02.8	Find out more at Drobo.com slash Maco Ascan.
1:07.3	One of the most fun quarterly events finally has a place on the calendar.
1:11.2	Apple let the world know yesterday that its second fiscal quarter conference call will
1:15.0	happen on Wednesday, April 20th at 2 p.m. Pacific, beer and nachos to follow.
1:21.6	And what through our wondering ears shall we hear? More conservative
1:25.0	guidance than usual according to Pacific Crest analyst Andy Hargreaves. It's an
1:29.6	interesting prediction and one that might be hard to gauge since Apple is known for giving
1:33.7	pretty conservative guidance as a rule. This will apparently be conservative
1:38.5	conservative. Quoting Hargreaves notes, we believe supply disruptions in Japan have left the channel with
	...

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