Mac OS Ken: 04.27.2020

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 27 April 2020

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- J.P. Morgan: Lead Times Slip for iPhone SE - Counterpoint: iPhone Does Well in India as Smartphones Stumble - Morgan Stanley Expects Strong June-Quarter Guidance from Apple - Apple and Google Tweak Contact Tracing API - Germany Chooses Decentralized Approach to Contact Tracing - For Sale: 1979 Porsche Race Car Sponsored by Apple - Sun Basket - Eat Clean, Feel Great. Use promo code macosken for $35 off your order at SunBasket.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 Mac OSKIN.
0:07.0	This is Mac OS Ken.
0:12.0	Sizing up. E. availability. Morgan Stanley analyst Katie Huberty is still bullish on Apple and keeping
0:19.4	track of keeping track of COVID-19. It is Monday, the 27th of April, 2020. I'm Ken Ray and this is news
0:29.9	from Maco West Ken brought to you by yours truly and sponsored by SunBasket.
0:37.0	Eat clean, feel great.
0:40.0	Use promo code Maco West can for $35 off your order at SunBasket.com slash MacoS
0:48.4	Ken. This show is also supported by people like you, patrons through Patreon.
0:56.0	Find out more and add your support at patreon.com slash MacOSCam. dot com slash macoest can
1:06.1	iPhone s e is playing hard to get and jepy Morgan analysts amique chatter g is keeping up
1:13.2	Philip Elmer deWitz, Apple 3.0, ran through Chattergy's rundown.
1:18.0	Had you ordered Friday in the US,
1:20.6	you'd be waiting until mid-May for most models of the O'Connell phone.
1:25.0	If you were in China, you could have picked up one of the phones at an Apple store last Friday.
1:30.0	Ordering for delivery, extended the timing, though by how much the analyst did not say.
1:37.0	Lead times for the phone expanded modestly for the first week to the second week in Western Europe,
1:42.0	and finally you cannot get the phone in India.
1:46.2	That's not due to delays, you literally can't get the phone in India.
1:50.8	Still, Chattergy finds iPhone SE's faith there of particular interest.
1:56.1	Quoting his note, while the iPhone S.E is currently unavailable for ordering in India, given
2:01.6	tight government restrictions in the country prohibiting
2:04.3	the shipment of iPhones as well as many other consumer goods. We believe the
	...

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