Mac OS Ken: 05.23.2022
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 23 May 2022
⏱️ 16 minutes
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| 0:00.0 | This is MacO-S-Kinn. |
| 0:08.8 | Wet Bush is still wild for Apple. |
| 0:11.4 | Talk of Apple manufacturing outside of China and a couple of Apple retail stories. |
| 0:16.3 | It is Monday the 20th. Oh, it should have been a couple of Apple store stories. |
| 0:21.6 | Yeah, maybe next time. |
| 0:23.6 | It is Monday the 23rd of May, 2022. |
| 0:27.2 | I'm Ken Ray and this is news from Maco-West Ken, brought to you by yours truly and sponsored by notion |
| 0:36.0 | one workspace for your whole team learn more and get started for free at notion |
| 0:42.1 | dot com slash MacoS can. This show is also |
| 0:47.8 | supported by people like you patrons through Patreon. Patreon. |
| 0:53.0 | Find out more and add your support at Patreon. |
| 0:57.0 | com slash Maco-S-Can. |
| 1:00.0 | When Bush analyst Daniel Ives had a message on Friday and he got it out in a couple of ways. |
| 1:09.1 | One was through a note to analysts posted by Apple 3.0 while the other was through his own Twitter |
| 1:14.3 | account at Dives Tech. Personally I appreciate the brevity of his three tweets |
| 1:20.7 | though the note offers the kind of detail that people moving |
| 1:24.0 | tens of thousands of dollars or more kind of like to see. As of now said the |
| 1:30.0 | first of three Twitter posts we believe iPhone demand is holding up better than |
| 1:34.3 | expected despite the various supply issues that have plagued Apple and the rest of the tech sector |
| 1:40.3 | and are trending better than management's guidance thus far in the quarter. |
| 1:45.0 | No supply issues or no joke though. |
| 1:48.0 | The note reminds readers of the $4 billion to $8 billion headwind Apple execs have said the company is facing this |
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