Mac OS Ken: 04.09.2020

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 9 April 2020

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Wedbush Sees Ugliness for the Next Few Quarters - JP Morgan Drops Apple Target to $335 - Piper Sandler Ups Apple Target to $300 - Apple Releases watchOS 6.2.1 - Apple Outs Supplemental macOS Catalina 10.15.4 Update - Report: Single Replacement AirPods Shipping with Mismatched Firmware - Some YouTube Videos Fritzing for 3rd-Gen Apple TV - HBO Killing Go and Now Support for 2nd and 3rd-Gen Apple TVs - Apple Still Working for 1,000+ Interns This Summer - Get 10% off of your first purchase of a website or domain with coupon code macosken at Squarespace.com/macosken - Do you have a Few Minutes for "In a Few Minutes?" It's in Apple Podcasts and Overcast now! - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is MacO-S Ken.
0:07.0	Words from Wall Street, fixes and undo.
0:12.0	Words from Wall Street, fixes and unfixes, and Apple believes the students are the near future.
0:20.0	It's Thursday, the 9th of April, 2020.
0:23.4	I'm Ken Ray, and this is news from Maco-S Ken,
0:28.8	brought to you by yours truly and sponsored by Squarespace. Your place online. Get 10% off your first purchase of a website or domain with coupon code Maco-West Ken at
0:41.5	Square Space.com slash Maco-S-Ken.
0:46.8	This show is also supported by people like you,
0:50.1	patrons through Patreon. Find out more in that your support
0:55.0	at Patreon.com slash Mac OSKAN
1:00.0	Funny in a not so funny way. Philip Elmer DeWitz Apple 3.0 ran part of a note from
1:09.0	Wedbush analyst Daniel Ives on Wednesday. the headline had the analyst asking,
1:14.8	what should investors expect from Apple's Q2 earnings?
1:19.2	Reading through the note, the answer seemed to be, who say I mean he's got some ideas last
1:26.6	quarter is obviously gonna suck wind the current quarter is gonna suck wind
1:30.6	there is a chance for a return to growth in the September quarter, though Ives
1:35.4	doesn't seem to be holding his breath. Quoting his note, our scenario now assumes the 5G
1:41.8	iPhones do not get released this fall. We see a 10% to 15%
1:47.3	chance of the iPhone 12 launch happening in October due to the global lockdown like conditions with the supply chain in Asia still on a path to
1:55.9	normalization. Clearly anything can happen in this stress test exercise on Apple's model could prove to be conservative or not aggressive enough,
2:06.0	given this fluid global pandemic.
2:10.1	What should investors expect from Apple's Q2 earnings?
	...

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