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Mac OS Ken

Mac OS Ken: 04.09.2014

Mac OS Ken

Ken Ray

Technology

4.7997 Ratings

🗓️ 9 April 2014

⏱️ 21 minutes

🧾️ Download transcript

Summary

JP Morgan Tells Clients to Expect iPad/Mac Hybrid in Next 12-Months Barrons: Digging Deeper Into the JP Morgan Missive Comcast Mentions Possible Apple TV Revision in Meeting with FCC Qwilt: 12-Months of Huge Growth for Amazon Video Amazon Exec Sees Mid-Market Opportunity for Game Developers on Fire TV NBC Adds Ability to AirPlay to Apple TV to Its iOS App Piper Jaffray: Apple Love Fuels iWatch Interest Among Teens Get 10% Off of Your Squarespace Order with Coupon Code macosken at

Transcript

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0:00.0

This edition of Mac OS, can brought to you by Squarespace, the do-it-yourself site builder

0:04.9

with everything you need to create an exceptional website.

0:08.6

Find out more and get your two-week free trial at square space dot com. This is MacO-S-Kinn.

0:25.0

A note from the land of make-believe, tons of TV talk and plans to buy something from the land of make believe.

0:35.0

It's Wednesday, April 9, 2014, I'm Ken Ray, and this is news from MacoS Ken,

0:42.0

brought to you by yours truly and supported by IChart magazine.

0:46.5

Putting Apple and Tech News in focus, EY E, IChart magazine, available for iOS Newsstand now.

0:55.0

J.P. Morgan analyst Rod Hall hit his firm's clients with a note on Tuesday that was both sensible and frustrating.

1:03.7

Mr. Hall and Mark Moskowitz coined a term earlier this year.

1:07.7

The term, I Anywhere, stands for the idea that Apple will at some point morph iOS and the MacOS into some

1:15.5

sort of hybrid operating system.

1:18.3

Moskowitz is no longer a J.P. Morgan.

1:20.9

Hall's their Apple man now, and he's still on this I-Aneware idea. In fact he's

1:27.0

doubling down on it. Apple and Sider did a piece on JP New Dude's note which says Apple's going to make an iPad with a keyboard and a mouse

1:36.0

to more closely replicate the laptop experience.

1:39.8

Why? Because there is so much money there.

1:46.0

To Hall's way of thinking, Apple is leaving something like 63 billion dollars on the table.

1:52.0

Or really, that's how much money could be made in the $500 to $1,000 laptop market, a market that Apple completely

1:59.7

ignores.

2:01.2

And because there is so much money there that he wants Apple to chase, Hall is telling his

2:06.3

clients that Apple will do a mouse and keyboard iPad in the next 12 months, while also

2:12.0

keeping the touch-friendly functionality of the

...

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