Mac OS Ken: 07.11.2018
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 11 July 2018
⏱️ 8 minutes
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| 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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