Mac OS Ken: 06.18.2020

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 18 June 2020

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- RBC Ups Apple Target to $390 - Still on Top, Apple Watch Slows as Smartwatches Grow - Apple Officially Launches In-Store Mac Trade-Ins in US and Canada - Small, Growing Number of Countries Use Apple/Google Contact Tracing API - Critical Flaw Found in Australia's Contact Tracing App for iOS - Tim Cook Holds Out on House Committee Request - Apple Gives App Store Connect a Mobile-Friendly Shine - Apple Announces "Apple Camp at Home" - Cut your wireless bill to 15-bucks a month at MintMobile.com/MACOSKEN - Do you have a Few Minutes for "In a Few Minutes?" It's in Apple Podcasts and Overcast now! - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	This is Mac OS Ken.
0:12.0	Another Apple Target goes higher, tracking the contact racing story, and maybe Tim Cook's invitation got lost.
0:20.0	It's Thursday, the 18th of June, 2020.
0:24.0	I'm Ken Ray, and this is news from Maco West Ken,
0:29.0	brought to you by yours truly and sponsored by Mint Mobile.
0:34.5	Cut your wireless bill to 15 bucks a month at mint mobile.
0:38.9	dot com slash MacoWest can. This show is also supported by people like you, patrons through
0:47.5	Patreon. Find out more in that your support at Patreon.com slash MacoS camp.
0:59.0	Another raised price target for Apple shares.
1:02.0	Apple 3.0 grabbed a market watch piece,
1:05.0	which grabbed a research note from RBC Capital Analysts Robert Mueller,
1:09.0	which was just one or two short of Kevin Bacon.
1:12.0	Mueller's is another one of those no-brainer. Last one or two short of Kevin Bacon.
1:13.1	Mullers is another one of those nobody gets Apple like I do notes.
1:18.1	He thinks investors are either not grocking the fullness of Apple's capital return program or the company's organic growth.
1:26.2	Missing either of those is missing a lot in his estimation.
1:29.7	What this implies to us, writes Mr. Mueller, is that the potential uplift from the upcoming 5G upgrade
1:35.5	cycle is being discounted by the market, in addition to recent robust wearables and services
1:40.9	growth, as well as any potential future product innovations.
1:45.0	Basically he thinks Apple shares should be worth more and if you don't get that
1:51.0	there's something you're not getting because nobody gets Apple like him.
	...

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