Mac OS Ken: 07.22.2019

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 22 July 2019

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- 2020 5G iPhone Expectations Make Raymond James Bullish on Apple - Kantar: iPhone Tops US Smartphone Sales, But… - The Other Trade War: A Primer on SKorea and Japan - Tech Execs Head to SKorea to Monitor Supply Chain Health - Seeking Alpha: Notes of Pluses and Neutrality - Apple Issues New Public Betas for iOS, iPadOS, macOS, and tvOS - Report: Apple Taking Two-Floors of "Futuristic" Vancouver Office - Apple Rebrands "A-List: Hip Hop" Playlist as "Rap Life" - ExpressVPN: Giving you back your internet privacy. Find out how to get 3 months free at ExpressVPN.com/MacOSKen - Power Mac OS Ken through Patreon at Patreon.com/macosken! - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is MacO-S-Kinn.
0:07.0	Raymond James is Apple Bullish, a look at iPhone and the App Store, and Tech Treks to South Korea.
0:20.0	It's Monday, the 22nd of July, 2019.
0:24.0	I'm Ken Ray, and this is news from MacoS. Ken,
0:30.0	brought to you by yours truly and sponsored by express VPN.
0:35.0	Take back your internet privacy today and find out how you can get three months free
0:40.0	at express VPN PPM.com
0:48.3	This show is also supported by people like you
0:50.7	patrons through Patreon.
1:05.7	Find out more in that your support at Patreon Patreon. Apple garnered a couple of positive notes from Wall Street late last week. We start first with Raymond James analyst Chris Casso, who not only said an ambitious price
1:11.1	target on Apple, but also upgraded the company's shares.
1:15.6	CNBC had Casso expressing what he called increased conviction in the impact of a 5G
1:22.0	iPhone product cycle in 2020.
1:26.6	Pulling other quotes from a note issued late last week,
1:29.6	our more recent checks suggest that Apple plans to bring 5G to a wider range of iPhone models, which is different
1:37.0	from their plan when they had intended to use Intel's modem.
1:41.6	And our call may well be early. We expect this year's iPhone cycle to be the
1:47.3	weakest in years and today may not be the right time to buy ahead of that
1:51.7	weakness. But since the near-term market moves
1:55.3	are being driven by macro conditions as much as fundamentals, we've decided to
2:00.1	upgrade now and let our clients decide the best time to execute on our idea.
2:07.8	With that, Casso upgraded Apple's shares from market performed to outperform. He also set a price target on the shares of $250.
	...

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