Mac OS Ken: 04.30.2018

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 30 April 2018

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

- "Selling fear!" or "May the Swartz be with you." - Counterpoint Sees Super Strength for iPhone in February - Cult of Mac: Amazon Could Beat Apple to $1T - Report: Apple Offering Extra Free Month to Apple Music Holdouts - CNET: Apple Working on AR/VR Headset - Expansion Planned for Two More Apple Stores - 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 MacO-S Ken.
0:12.1	The Swarts will be with you, whether you like it or not.
0:15.7	Counterpoint lives up to its name and retail news from East of the Rockies.
0:22.1	It's Monday the 30th of April 2018. I'm Can Ray and this is
0:27.3	news from Maco-S-Can brought to you by yours truly and supported by people like you patrons through
0:35.0	Patreon find out more in that your support at patreon dot com slash macawestan.
0:44.9	Do you know who John Swartz is?
0:47.5	Me neither.
0:48.8	Well I mean I do now, though I didn't before this weekend when I stumbled across his
0:52.4	piece on Barons.
0:55.0	Apple Preview iPhone shipments are tough to call.
0:59.6	You know he's not wrong.
1:01.0	Despite Tim Cook's advice years ago against reading too much into what's happening
1:04.5	with Apple based on supply chain info, and despite Cook's call last quarter to not view Apple
1:09.7	on the 90-day clock, people, by which I mean analysts, by which I mean people, do both. And they're
1:17.7	not super stoked heading into tomorrow's second quarter earnings report. Swartz follows the line rumors are percolating that iPhone
1:24.8	10 is all but dead and shipments of iPhone are lagging in the June quarter with
1:29.4	three notes of worry from Apple analysts. Bernstein research analyst Tony Sakanagi has dropped his
1:35.6	June quarter iPhone expectations from 41 million units sold to 38.8 million. He also
1:41.8	lowered his earnings per share estimate on Apple for fiscal year 2018 from $10.93 to $10.71.
1:50.1	Morgan Stanley analyst Katie Huberty at last week dropped her iPhone June quarter expectations from 40.5 million units to 34 million
1:59.0	Interestingly Swartz did include a somewhat positive note
	...

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