Mac OS Ken: 05.17.2017
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 17 May 2017
⏱️ 12 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is MacOS Ken. |
| 0:12.0 | North word ho the apple, new Macbooks rumored, an Apple pay gets the boot. |
| 0:18.0 | It's Wednesday the 17th of May 2017. |
| 0:22.0 | I'm Ken Ray and this is news from Macawes Ken brought to you by yours truly and |
| 0:28.7 | sponsored by Blue Apron a better way to cook check check out this week's menu and get your first three meals free with free shipping by going to Blue Apron. |
| 0:38.0 | dot com slash Maco-Scan. |
| 0:41.0 | This show is also supported by people like you, patrons through Patreon. |
| 0:47.0 | Find out more in that your support at Patreon.com slash Macoescan. |
| 0:54.3 | Another Apple target heads north. |
| 0:56.6 | Barron's head can accordionuity analyst team Michael Walkley issuing a note on Tuesday, |
| 1:01.7 | praising iPhones huge installed base, the likelihood of growth for that |
| 1:05.6 | installed base, and the fact that Apple is sucking up nearly all of the profits in the smartphone |
| 1:10.3 | space. |
| 1:11.3 | You've heard about the super cycle, right? Suddenly, so is |
| 1:16.1 | team money. According to the report, Walkley thinks demand for the presumed |
| 1:20.5 | forthcoming iPhone 8 will be greater than he had suspected. |
| 1:25.1 | Quoting his note, we believe the iPhone installed base will exceed $635 million exiting |
| 1:30.4 | calendar year 2017, and this impressive installed base should drive |
| 1:34.4 | strong iPhone replacement sales and earnings as well as cash flow generation to |
| 1:39.2 | fund strong long-term capital returns. That was one sentence. |
| 1:46.0 | Thankfully this is not. |
| 1:48.0 | According his note again, based on our analysis, we estimate Apple captured 83% of the first quarter of calendar year 2017 |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

