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Mac OS Ken

Mac OS Ken: 07.25.2013

Mac OS Ken

Ken Ray

Technology

4.7997 Ratings

🗓️ 25 July 2013

⏱️ 18 minutes

🧾️ Download transcript

Summary

Wall Street Waits on New Stuff from Apple Maynard Um Expects Next iPhone on 27 September YouTube Video Shows Somewhat Convincing Low-Cost iPhone Case Rumor Has Apple Trimming iPhone Line to Two Models Apple Offers Update on Dev-Center Downtime Apple Seeds New beta of OS X 10.8.5 to Developers Google Targets iPad mini with Faster, Less Expensive Nexus 7 New Nexus 7: More Retina Than Retina Play Textbooks: Aiming Android at Education Chromecast: Google Takes Another Run at the TV Apple is Top Sales Partner for Electronic Arts

Transcript

Click on a timestamp to play from that location

0:00.0

This is Mac OSKinn.

0:09.8

Wall Street weighs in on Apple earnings low-cost iPhone talk, Resurgent.

0:18.6

And Google takes aim at a few Apple devices.

0:21.5

It's Thursday, July 25th, 2013. I'm Ken Ray and this is news from Maco

0:27.7

S. Ken. Brought to you by yours truly and supported by listeners like you subscribers to MacoS can Day 6.

0:37.3

More information is available at MacoS can.com.

0:41.8

This show is also supported by the Mac OS Can Podcast app for the iPhone, iPad, and iPod touch,

0:49.0

available in the App Store now for $2.99.

0:54.5

Financial analysts spent Wednesday reacting to Apple's third-quarter earnings call, Fortune ran excerpts

1:00.2

of a boatload of notes on Apple on Wednesday.

1:03.6

Bernstein research analyst Tony Sakanagi seemed iffy on his reaction.

1:07.9

As CEO Tim Cook noted on the call wrote the Sackinator,

1:11.6

growth at Apple will ultimately be determined by new product offerings

1:15.2

and their ability to drive incremental revenues and profits for the company, a bet we are willing

1:20.8

to make, particularly given Apple's prevailing valuation.

1:25.7

So he's in, but he really wants to see something new, and see it do well.

1:30.8

Barclay's capital analyst Ben Reitzus.

1:33.0

June quarter results likely represent a sigh of relief for investors since the most important

1:38.2

product, the iPhone, showed resiliency in non-Asian markets and margins seem relatively stable. We still believe

1:45.8

that new software and services are more important to the product cycle this fall and

1:50.5

look forward to hearing more at an event in September.

1:54.0

Oppenheimer analyst Itai Kidran is stoked for the next iPhone,

...

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