This is MacO-S Ken.

Analyzing earnings aftermath, Tech's still not into the back door, nothing kinky, and Envy makes the notch seem natural.

It's Thursday the 3rd of May 2018. I'm Can Ray and this is news from

Maco West can brought to you by yours truly and supported by people like you, patrons through Patreon.

Find out more in that your support at Patreon.com slash Maco-Westcan. We finally have someone besides Tim Cook to quote about why reading the supply chain isn't always

safe in a piece on Apple's second quarter earnings and how wrong

some on Wall Street were heading into them, Cine had had Andresen Harwood's

partner and former Microsoft exec Stephen Sinofsky tweeting,

the analyst community once again demonstrates little understanding of how supply chains work,

especially when made up a public, China companies. Seems kind of harsh. Also, seems kind of accurate.

What did the analysts have to say? Bloomberg featured comments from a few.

RBC capital analyst meet Darienani.

Slowly but surely Apple is morphing into more than just an iPhone story

and is displaying ability to sustain revenue growth

irrespective of iPhone trajectory. Neil Molston of strategy analytics growth in the

near term will come from higher iPhone 10 pricing, a lower cost iPhone

SE update, selling more services like pay to its premium subscribers, and increasing

output of its surprisingly popular watch portfolio.

Dan Morgan of Synovis Trust.

You have to start thinking about Apple differently going forward.

Apple can support the stock as the investment thesis evolves from one of product cycle to services led growth

Michael Obachowski of Merlin Asset Management

...