Mac OS Ken: 05.03.2016

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 3 May 2016

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Bernstein Analyst Still Up on Apple (Even If It Doesn’tSoundLike It)- Apple Shares Match 18-Year Old Losing Streak- Tim Cook Goes Mad Money with Jim Cramer- Net Applications Puts Mac Marketshare at 9.2%- Services Revenue Beat Mac Revenue Last Quarter for Apple- Apple Music for Android Updated with Video- Hulu Rumored to Be Working on Live TV Service- Rumor Now Calls for Nine Coach Bands for Apple Watch;FallLaunch- Jony Ive Opens “Manus x Machina”- Get 10% Off of Your Squarespace Order with Coupon Codemacoskenat - Have you subscribed to EYE Chart Radio Yet? Youshould!!- Power Mac OS Ken through Patreon at !- Send me an email: orcall(716)780-4080!

Transcript

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0:00.0	This is Mac OS Ken.
0:07.0	A down-tempo upbeat note from Wall Street, Tim Cook does TV and dipping a toe in fashion.
0:18.0	It's Tuesday the 3rd of May 2016, I'm Kan Ray and this is news from MacoS Ken, brought to you by yours truly and sponsored
0:28.2	by Squarespace. Start building your website today at Squarespace.com and her offer code Maco-S-Can at
0:35.2	checkout to get 10% off your first purchase. This show is also supported by
0:40.0	people like you patrons through Patreon.
0:43.1	Find out more and add your support please
0:45.5	at Patreon.com slash Maco-Scan.
0:50.5	Bernstein Research analyst Tony Sakanagi issued a sort of upbeat note on Apple on Monday.
0:56.0	Baron said Tony, Tony, Tony, listing reasons he still likes Apple while not shying away from potential problems for the shares, starting with the Debbie
1:04.5	Downer Wall Street's been lately where Apple's concerned.
1:08.2	The Sakenator laid out some of the negative sentiment in his note saying investors believe
1:12.2	Apple has lost its marketplace
1:13.8	mojo, management's inconsistent messages are increasingly worrisome.
1:18.1	Product innovation is too slow, Apple's China run is over, and most importantly importantly that iPhone profits have likely peaked with declining margins and ASPs inevitable akin to iPad and PC marketplace.
1:31.5	Makes me want to buy Apple stock just to sell it.
1:35.0	If there's anything to like in his note, it's his belief that iPhone sales will turn around later this year.
1:40.0	Or next year, or the year after that.
1:45.0	Quoting his note again,
1:46.0	iPhone cycle replacement rates have elongated this year,
1:49.0	but will flatten or accelerate for the iPhone 7 and or for 2017 O-led offering
1:53.7	O-Ed offering leading to further growth.
	...

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