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Mac OS Ken

Mac OS Ken: 07.28.2014

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 28 July 2014

⏱️ 18 minutes

🧾️ Download transcript

Summary

Computerworld: Apple Spending Indicates iPhone + Probably Something Else Morgan Stanley Analyst: Apple Spending Indicates iPhone + iWatch French Site Sees Possible Evidence for NFC in iPhone 6 ifoAppleStore: No Mention of Retail on the Earnings Call Apple Buys Book-Discovery Company BookLamp Apple Confirms Purchase of BookLamp Apple Sued Over Location Services Post CCTV Report Bose Sues Beats Over Alleged Patent Infringement Samsung Opening New San Jose R&D Facility : Learn Apple software, plus business and creative skills, from easy-to-follow video tutorials at .

Transcript

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0:00.0

This is Mac OSKIN kicking Kicking around the 21 billion dollar question, the regularly scheduled

0:17.0

NFC rumor, and an Apple acquisition with no ties to Iwatch.

0:22.0

It's Monday, July 28, 2014. I'm Ken Ray and this is news from

0:27.6

MacoS. Ken brought to you by yours truly and supported by iChChart magazine, putting Apple and Tech News in focus,

0:36.3

EY E. E. E. E. E. E. Chart magazine, available for iOS Newsstand now. Apple's third quarter earnings reported last week were met with a measured response

0:46.7

from financial analysts.

0:48.6

There were things to liken the numbers, like the record number of iPhone sold for a June quarter.

0:53.8

There are also things to not like, like the lower than expected sales of iPads.

0:58.2

The immediate response from Wall Street was basically, okay, that's fine, but the second half of the year is when things are going to go nuts in a good way.

1:07.0

Now that analysts have had time to dig deeper into Apple's numbers, their reaction is,

1:12.0

okay, that's fine, but the second half of the year is when

1:15.8

things are going to go nuts, in a good way.

1:19.9

Computer World ran a piece at the end of last week that had Gardner analyst Van Baker saying,

1:24.0

as well as they did with the iPhone this quarter, with all the rumors of a new iPhone

1:28.3

this fall, I was impressed with the results. That tells me when the next generation comes out they're going to set the world

1:35.0

on fire. That was the quote that hit all of the headlines. iPhone six to set the

1:40.4

world on fire. It's not just soft numbers and headlines indicating that though. It's also the amount of money that Apple is spending on something or some things this quarter

1:51.3

both Computer World and Business Insider and pieces on the 21 billion

1:55.6

dollars that Apple has committed to spending with third parties in the near future

1:59.2

that's 15.4 billion dollars in prepayments for outsourced manufacturing and components,

2:05.6

as well as another 5.6 billion dollars in obligations,

2:09.2

mostly for acquiring manufacturing and tooling equipment put in place by Apple's component makers and product

...

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