Mac OS Ken: 07.09.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 9 July 2012

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

Wedge Partners Analyst Suggests Drawing Down iPhone Sales Expectation for Last Quarter and Current QuarterTopeka Capital Markets Analyst Likes the Idea of the iPad-miniApple Withdraws Product Line from EPEAT Certification ProgramFederal Court Temporarily Suspends Temporary Injunction Against Galaxy NexusGerman Court Sets Dates for Apple Trials Against Samsung and MotorolaApple Sued for Alleged Patent Infringement and Breach of Contract by Noise Free WirelessSamsung and Apple Take First and Second in Recent Survey of Top Brands in AsiaHelp Wanted Ad Indicates 15th Apple Store in the Works for AustraliaVancouver Boutique Hotel Replaces Room Phones with iPhones

Transcript

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0:00.0	This is Mac OSKIN.
0:09.0	One analyst worries over iPhone sales, another falls in love with the iPad
0:17.0	mini and Apple opts out of a green certification. It's Monday July 9th, 2012. 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,
0:32.0	subscribers to MacO OS can Day 6.
0:35.0	More information is available at Mac OS can.com.
0:39.0	This show is also supported by the Mac OSKUN podcast app for the iPhone, iPad, and iPod
0:45.8	touch, available in the App Store now for $2.99.
0:51.8	Wedge Partners analyst Brian Blair has a sort of kind of warning about Apple's upcoming earnings report.
0:57.7	It basically boils down to this.
0:59.7	People need to lower their expectations for the number of iPhones sold last quarter.
1:04.8	Or they might need to.
1:06.4	Last quarter was the third quarter of Apple's fiscal year 2012.
1:09.8	It was also the third quarter of availability for the iPhone 4S and there are a few things in his
1:14.7	estimation that may make current expectations a bit too high.
1:19.2	Quoting his note, we would be cautious if consensus expectations for units shape up to be 31 million units or higher for June
1:26.9	Our view is simple March was unusually strong for the high-end smartphones and now we are seeing a seasonal lull mixed with some macro
1:35.0	malays that has slowed smartphone momentum in the June quarter.
1:39.7	Meanwhile he thinks the current quarter will be even weaker, but that's in anticipation of the next
1:44.4	quarter, the fourth quarter of the calendar year, the first of Apple's fiscal year 2013, and more
1:50.1	than likely the first quarter of availability for the next version of the iPhone.
1:55.2	And that quarter is expected to be huge.
	...

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