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Mac OS Ken

Mac OS Ken: 07.11.2018

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 11 July 2018

⏱️ 8 minutes

🧾️ Download transcript

Summary

- BofA/Merrill Lynch Analyst Sees as Much as $11B in AR for Apple by 2020 - ElcomSoft: Quick Action Can Stall USB Restricted Mode - US Lawmakers Quiz Apple Over User Data Policies - Jason Momoa Sings on to Lead Apple Series - John Giannandrea Heading Core ML and Siri Groups for Apple - Power Mac OS Ken through Patreon at Patreon.com/macosken! - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0

This is MacO-S-Kinn.

0:07.0

This is MacO-S-Kinn.

0:12.0

A-R-U-S. Serious. A. Are you serious?

0:15.0

U.S.B restricted mode may not be so restrictive, and lawmakers have questions for Apple.

0:21.0

It's Wednesday, the 11th of July 2018. I'm Ken Ray and this is

0:27.6

news from Maco West can brought to you by yours truly and supported by people like you patrons through

0:35.8

Patreon find out more in that your support at patreon dot com slash Maco-S can Patreon. Apple, or maybe 6 billion, or maybe 11.

0:55.0

That's the thinking of Wamsi Mohan, which sounds like an analyst bullish on Apple's

0:59.4

AR chances, mostly because he's an analyst bullish on Apple's AR chances.

1:05.0

CNBC had the B of a Merrill Lynch analyst issuing a note on Tuesday saying,

1:10.0

we think AR apps will command a premium price. We reiterate our buy

1:16.0

rating on strong capital returns, continued strong growth and services revenues

1:20.6

and AR providing yet another competitive advantage. This is Mr Mohan thinks the revenue opportunity for Apple tied to augmented reality is between

1:34.4

six billion dollars and eight billion dollars between now and 20 20 about a billion of

1:40.4

that will be from a R apps while the other 5 billion to 7 billion will

1:44.4

come from an uptick in iPhone sales optimize for augmented reality.

1:48.7

Meanwhile if Apple gets into some sort of AR glasses or eyewear, throw in another $3 billion, making an additional

1:58.1

$11 billion Apple could pick up in the next 1.5 to 2.5 years.

2:04.4

As mentioned earlier, Mohan maintained his buy rating on Apple's shares.

2:09.3

He also raised a 12 month price target on the shares from $225 to $230. So, USB restricted mode may not

2:19.9

be as restrictive as Apple hoped. The Mac Observer had the Russian software firm Elcomsoft

2:26.4

saying beating the restrictor is pretty easy if the party trying to beat it

...

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