Mac OS Ken: 05.29.2013

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 29 May 2013

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Rumor Has Next iPhone Doubling Retina Resolution of iPhone 5Apple Retail Top Chain in UK in Which? Consumer SurveyCEO of Commonwealth Bank of Australia Sees Apple and Google as Potential Rivals of His BankConnected Data and Drobo Announce Intended MergerApple CEO Tim Cook Talks TV and Phones and Services and More at All Things D: 11Tim Cook: Apple Has a “Grand Vision” Related to TVCEO Cook: Wearable Technology is Ripe for ExplorationCEO Cook: Next iOS Has Jony Ive Mark; Management Changes in iOS Have Been “Incredibly Great”Apple Hires Former EPA Administrator Lisa Jackson to Coordinate Eco-IssuesApple Insider: Apple Has Made Nine Acquisitions So Far This Calendar YearCNET: Apple Has Made Nine Acquisitions So Far This Fiscal YearCEO Cook: Maybe There Are MORE Androids But People Really Dig Apple KitEnter to Win a Transporter at FileTransporter.com/v2mosk

Transcript

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0:00.0	This is Mac OSKIN.
0:10.0	Fearing weakness thanks thanks to the imaginary, the day of the tablet is a fondness in a long look at Tim
0:18.8	Cook's D-11 appearance.
0:21.0	It's Wednesday, May 29th, 2013.
0:23.0	I'm Ken Ray, and this is news from Maco-S Ken.
0:28.0	Brought to you by yours truly and supported by listeners like you, to MacoS Ken Day 6.
0:36.7	More information is available at MacoS Ken.com.
0:41.0	This show is also supported by the MacOS Can Podcast App for the iPhone, iPad, and iPod Touch,
0:48.0	available in the App Store now for $2.99.
0:54.0	Kind of an unreasonable sounding note on Apple from Citigroup's
0:57.1	Glen Young yesterday.
0:59.0	Barons had Young reiterating his neutral rating on Apple shares and his price target of $430.
1:06.2	His concern centers on gross margins, an area of concern for financial analysts for a while now.
1:11.6	Quoting the piece, Young draws upon the work of his colleague Kevin Chang, who wrote in a separate
1:16.6	note that his survey of the Apple Food Chain, electronics suppliers in Asia, suggests we continue to see weak demand for iPhone 5 but surprising
1:25.5	demand sustainability for the iPhone 4 and 4-S.
1:29.8	Apple's margins on the older phones are not as high.
1:33.0	If sales for the phone with the higher margins are weaker than one might hope,
1:37.0	one might reasonably worry over margins.
1:39.0	But Young supports his worry with the idea that Apple will make less money on a lower cost model of the
1:44.6	iPhone, which Wall Street keeps saying is going to happen, but Apple has never announced.
1:49.9	He also thinks Apple margins will come under pressure due to the cheaper iPad he thinks
	...

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