Mac OS Ken: 06.02.2014

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 2 June 2014

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

UBS Analyst: New Regs Could Slow iPhone Growth in China Wells Fargo Analyst: Apple Gets Aggressive Adding iPhone Carriers Goldman Analyst: Next Big Apple Thing May Not Be a Thing Apple Says iCloud Not Hacked in Australian iThing Hijackings iPad Sales Headed to NTT DoCoMo Maestri Takes Over as CFO at Apple Katie Cotton Officially Gone from Apple Re/code Posts Full Interview with Cue and Iovine Get 10% Off of Your Squarespace Order with Coupon Code macosken at

Transcript

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0:00.0	This edition of Mac OS can brought to you by Squarespace, the all-in-one platform that makes it fast and easy to create your own professional website, portfolio, and online store.
0:11.0	For a free trial and 10% off visit Squarespace.com and enter offer code Mac OS can at
0:18.0	checkout. A better web starts with your website. This is a OSKIN.
0:35.0	A look at carriers and iPhone growth.
0:39.0	Apple says it wasn't hacked in the Australian job and changes to the org chart.
0:45.6	It's Monday, May 2nd, 2014, I'm Ken Ray and this is news from MacoS Ken, brought to you by yours truly and supported by IChart magazine,
0:57.0	putting Apple and Tech News in focus EY E by E.-Tart magazine available for iOS Newsstand now.
1:07.0	Erica Sedoon at the unofficial Apple Web blog had a great Twitter message Sunday.
1:12.0	Overheard.
1:13.0	Oh well, it's just one more day.
1:16.0	Might as well forego speculation and go outside and eat ice cream in the sunshine.
1:20.0	I took the first part of that to heart though not the second.
1:24.0	Seems silly to spend 15 minutes talking about what we might hear a few hours from now.
1:30.0	So instead we'll hit other news and spend several minutes over the next several days talking about what we will have heard later today.
1:37.0	Okay?
1:40.0	Okay.
1:41.0	Proposed regulations in China may slow the iPhone's progress. Okay. Melonovitch is watching. Barons had Melonovitch issuing a note to clients late last week explaining what might happen.
1:57.8	According to his note, China's State-owned Assets Supervision and Administration Commission is considering rules that
2:04.6	would cut marketing costs for China's three state-owned carriers, China Telecom,
2:09.8	China Unicom and China Mobile by 20%.
2:14.0	Melunovitch says that could negatively affect subsidies, which could negatively affect
2:19.0	iPhone adoption.
	...

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