Mac OS Ken: 06.05.2017

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 5 June 2017

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Pacific Crest Downgrades Apple to “Sector Weight” - WWDC: A Potentially Packed Presentation - Reuters: Developers to Get More Siri Access - 9 to 5 Mac: App Store Searches No Longer Show 32-Bit Apps - Bloomberg: Apple Working on AI Processor - Cook Speaks Out Against Paris Climate Withdrawal - Report: Bozoma Saint John Leaving Apple Music - Yet Another Apple-1 Up for Auction - Get 10% Off of Your Squarespace Order with Coupon Code macosken at - Power Mac OS Ken through Patreon at ! - Send me an email: or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OSKIN.
0:07.0	This is Mac OS Ken.
0:11.0	An odd move ahead of W.W. D.C. a potentially packed presentation and Tim Cook talks climate change.
0:20.3	It is Monday the 5th of June 2017. I'm Ken Ray and this is news from Maco West can
0:28.4	brought to you by yours truly and sponsored by Squarespace
0:32.4	Start your free trial today at Squarespace.com
0:36.0	and her offer code Mac-O-S can to get 10% off your first purchase.
0:41.0	This show is also supported by people like you, patrons through Patreon.
0:46.0	Find out more in your support at Patreon.com slash Maco-Scan. Here is a silly thing to do.
0:57.0	Last night, mere hours ahead of today's worldwide developers conference opening presentation, Pacific Crest Securities
1:04.1	analyst Andy Hargreaves downgraded Apple stock.
1:08.9	CNBC says Hargreaves dropped the stock from overweight to sector weight thinking that Apple shares could
1:15.0	be $10 lower 12 months from now.
1:19.7	Quoting the report, we believe Apple anticipates strong performance in the iPhone 8 cycle, while providing
1:26.2	relatively little weight to risks through the cycle or the potential for iPhone sales to decline
1:31.2	in fiscal year 2019, wrote the analyst.
1:35.1	He cited risks around gross margins, elasticity, supply issues, or the likelihood for
1:40.2	declines beyond the iPhone 8 cycle.
1:44.7	To be clear, Hargreaves is not the only analyst noting possible supply constraints around
1:49.2	the next iPhone.
1:51.2	However, most analysts have drowned out such concerns with the hum of the super cycle.
1:56.5	The piece says Hargreaves newfound malaise around Apple makes him part of a very small group.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.