Mac OS Ken: 07.11.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 11 July 2012

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

Barclays Capital Analyst: Possible Negatives in Apple 3Q Earnings Already Factored-In BMO Analyst Raises Apple Target Price to $700 Despite Potential Near Term Misses Bernstein Research Analyst Think T-Mobile USA Could FInally Get the iPhone in 2013 San Francisco Says No More Macs for City Agencies After Apple Withdraws from EPEAT Program The Loop: Apple Touts Environmental Friendliness of Its Computers Despite EPEAT Withdrawal iPad with Retina Display Set for Sale in China Beginning 20 July Ballmer Indicates Microsoft Taking Serious Aim at Apple Ballmer: Surface is a Design Point (Against Which Partners will Have to Compete) WSJ Says Google Close to Settling Safari Cookie Case for $22.5 Million

Transcript

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0:00.0	This is Mac OSKIN.
0:15.0	Financial analysts see no need for freak out. San Francisco sees no need for Max,
0:18.0	and Steve Bulmer sees Apple in his crosshairs.
0:21.0	It's Wednesday, July 11, 2012. I'm Ken Ray and this is news from Maco
0:28.2	S. Can. Brought to you by yours truly and supported by listeners like you, subscribers to Maco. you
0:33.4	Subscribers to MacoS Ken Day Six.
0:36.7	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. While some start to worry over Apple's upcoming... dollars and 99 cents.
0:53.1	While some start to worry over Apple's upcoming third quarter earnings report, Barclays'
0:56.9	capital analyst Ben Wrightsys thinks they should just calm down.
1:01.6	Barons has rights is issuing a note to investors yesterday saying the people who pay attention
1:06.1	to Apple have already taken any potential negatives into account.
1:10.9	Quoting his note, in terms of the iPhone, our checks indicate that some of the fears could be overblown.
1:16.0	In fact, while the cell side has rushed to cut numbers for iPhones, we believe investors were already expecting sales in the 27 million range anyway, which still seems realistic and even conservative given weakness at competitors.
1:30.0	And then he stepped away from certainties to the speculative Apple product Dujour, the iPad mini.
1:36.0	Bottom line, he's not sure it'll happen, and he's not sure what will happen if it does happen.
1:41.0	Quoting his note again, it is unclear how this product will be positioned and how it will impact
1:46.6	the segment.
1:47.7	The company has shunned this form factor previously but may install it in its lineup to acknowledge the e-reader and educational relevance of the form factor
1:55.9	and to protect the iPad from low-end competitors. The product could also be useful in
2:00.8	extending the features of the iPod touch into a larger form factor as it seems
	...

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