Mac OS Ken: 04.23.2018

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 23 April 2018

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley Cuts iPhone Estimates; Apple Target - Canaccord Genuity Cuts iPhone Estimates for Current Quarter - BTIG Sees Better ASPs for iPhone - Reported Issues with LG OLEDs for iPhone - Apple Announces Battery Replacement Program for Some MacBook Pros - Laptop Mag: Macs Less Cool than Before - AT&T Bringing Skinny Bundle to Apple TV "Within Weeks" - Apple Closing Last Dedicated Apple Watch Shop - Power Mac OS Ken through 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 MacOS Ken.
0:10.0	Apple's Friday Funk, Mac News of all things, and the days are numbered for the last Apple
0:18.2	Watch Shop.
0:20.1	It's Monday the 23rd of April, 2018.
0:23.2	I'm Ken Ray, and this is news from Maco West Ken.
0:28.1	Brought to you by yours truly and supported by people like you,
0:32.0	patrons through Patreon.
0:34.0	Find out more in that your support at Patreon.
0:38.0	dot com slash Maco-Sken.
0:42.0	Before last Friday Morgan Stanley and Maco-S-Kan.
0:42.9	Before last Friday, Morgan Stanley analyst Katie Huberty was an apple bull.
0:48.6	She still is, it seems, and yet there's near-term pessimism as well.
0:53.0	Or realism.
0:55.0	We'll know after next Tuesday.
0:57.0	Barons had the Hub issuing a note on Friday.
1:00.0	In it, she cut her forecast for iPhone shipments for the current quarter, as well as her 12-month
1:04.9	price target for the Cupertino company's shares.
1:08.4	For the June quarter, she had expected Apple to ship 40.5 million iPhones.
1:14.0	She's dropped that down to 34 million units.
1:18.1	As for the price target, that went from $203 to $200.
1:23.0	And yet she's still into the stock.
1:25.4	Huberty used Friday's note to reiterate her outperform rating on Apple shares.
	...

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