Mac OS Ken: 06.25.2013

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 25 June 2013

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jefferies & Co Analysts Lowers Apple Target to $405 on Alleged (and Maybe Imaginary) iPhone Weakness The Telegraph: iPhone 5 Slowest of Seven Smartphone Benchmarked by Which? Gartner: PC Sales to See Over 10% Sales Drop This Year Gartner: Apple Currently Strongest Across All Device Segments Chitika: iPad Runs Away with Tablet Web Traffic for Month of May AdAge: Ads in iPad Editions of Magazines Up Over 23% in 1Q 2013 Versus 1Q 2012 American Airlines Completes iPad Deployment in Cockpit Across Entire Fleet of Planes Apple Seeds Second beta of iOS 7 to Developers; First for iPad and iPad mini Apple Seeds Second beta of OS X 10.9 to Developers Apple Pushes Doubleplusnew Java Update (The One From Last Week Had a Bug) US Supreme Court Refuses to Hear Mirror Worlds Appeal in Case Against Apple Payment Application Process Underway in App Store In-App Purchase Settlement iPosture: Harvard Study Says (Device) Size Does Matter Transporter - Syncing and Sharing Made Simple and Secure. Learn More at http://FileTransporter.com/MacOSKen and Get 10% with Offer Code macosken

Transcript

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0:00.0	This is MacO-S-Kinn.
0:10.0	A frustrating note from a financial.
0:09.0	This is MacO-S-Kinn.
0:11.0	A frustrating note from a financial analyst, sailing straight into the post-P-C's, and more
0:19.2	betas bubble up.
0:21.1	It's Tuesday, June 25, 2013. I'm Ken Ray and this is news from Maco-S-Can.
0:28.0	Brought to you by yours truly and supported by listeners like you subscribers to MacOS Ken Day 6.
0:36.6	More information is available at MacOS Ken.com.
0:40.8	This show is also supported by the Mac OS Can Podcast app for the iPhone, iPad, and iPod touch,
0:48.0	available in the App Store now for $2.99.
0:53.4	A thoroughly frustrating note to investors from Jeffries and Company analyst Peter Missick
0:58.3	yesterday.
1:00.3	Barons had Mr. Missick reiterating his rating on Apple's shares and lowering his price target
1:05.2	from $420 to $405.
1:08.7	The drop was prompted by checks that indicate diminished production levels for the iPhone, as well as an overall rise in inventories
1:16.0	of top-selling smartphones, according to the piece.
1:19.3	Quoting his note, we had recently noted that smartphone inventory levels at retail and carriers were elevated, but were unsure which OEMs were most exposed.
1:29.0	Our survey of several hundred, Orange, Vodafone, and EE stores in the UK indicates that inventories are elevated
1:36.0	for iPhones and the Samsung Galaxy 3.
1:40.0	He also noted checks in the supply chain that have him worried about iPhone production.
1:44.9	Though he's apparently not noted, Tim Cook's advice to not read too much or anything into the
1:50.8	supply chain since doing so tends to lead to Folly.
	...

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