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Mac OS Ken

Mac OS Ken: 07.23.2012

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 23 July 2012

⏱️ 15 minutes

🧾️ Download transcript

Summary

FBR Analyst Bullish on Apple, Though Concerned Over Last Quarter and This One Bernstein Research Analyst Bullish on Apple, Though Concerned Over Last Quarter and This One Verizon Reports iPhone Sales of 2.7 Million Units for the June Quarter, or Growth of 17% YoY New iPad with Retina Display Sees Orderly Launch in China Apple Offers Developers a Quick-Fix Against In-App Purchase Stealing; Promises Permanent Fix in iOS 6 Forbes: Russian Developer Replicates iOS In-App Purchase Stealing Hack for Mac App Store 20th Century Fox Brings Its Movies to iTunes in the Cloud Apple Expands Countries Covered by iTunes Movies in the Cloud Apple and Motorola Mobility Each Appeal Judge Posner’s June Dismissal of Their Suit/Countersuit Apple Appealing Samsung Galaxy Tab 10.1 Design Loss in the UK Qantas Rolling Out iPad as In-Flight Entertainment on Domestic 767 Fleet Report: Apple Building “Tactical” Data Center Next to Current Data Center in Maiden, NC

Transcript

Click on a timestamp to play from that location

0:00.0

This is Mac OSKIN.

0:10.0

The parade of misunderstood analysts continues. The new iPad

0:16.4

launches in China, even as eggs do not. An Apple's Russian developer friend

0:21.2

learns a new trick. It's Monday July 23rd, 2012 I'm

0:25.8

Can Ray and this is news from MacoS Can brought to you by yours truly and

0:32.0

supported by listeners like you

0:34.2

subscribers to Mac OS can day six more information is available at MacoS can

0:40.4

com This show is also supported by the Mac OSKEN Podcast app for the iPhone,

0:46.5

iPad, and iPod touch, available in the App Store now for $2.99.

0:54.0

Over the past week I've had trouble not hearing the music of Morrissey and The Smiths when reading

0:58.4

the thoughts of financial analysts on Apple.

1:01.5

You know how Morrissey always used to sing in a way that made you think he thought

1:04.5

he was the only one who felt the way he felt? Can't have been right, right? I know more than

1:10.0

one Smith's song because they spoke to me to a level of sadness or a loneliness

1:14.2

that I was pretty convinced only Morrissey and I understood.

1:18.7

Thing is though he's a best-selling artist. The Smiths are a legendary band I have a feeling it's more than just Morrissey and me that got what Morrissey was singing.

1:27.2

Same goes for financial analysts, singing last week and this week about Apple.

1:31.6

Last week Morgan Stanley analyst Katie Huberty and Pacific Crest securities analyst

1:36.1

Andy Hargreaves issued notes saying, while they were bullish on Apple, everybody else was expecting

1:41.2

too much from the company for the recently ended third quarter of fiscal year 2012

1:45.7

Now Behrens has FBI capital market analyst Scott Thompson issuing a note late last week

1:52.0

urging Sheila to take a bow, suggesting that the shoplifters of the world unite

...

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