Mac OS Ken: 08.02.2011

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 2 August 2011

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ticonderoga Analyst Sees Popularity and Occasional Sell-Outs for Revamped MacBook Air / Needham and Company Analyst Stoked About the Number of PC to Mac Switchers Waiting Outside the States / Net Applications: Mac OS Hits New Heights Online / Munster Sees Huge Numbers (in Small Numbers) Waiting for iPhone 5 / All Things D Secret Sources Say iPhone 5 will Hit in October Rather Than September / Rodman and Renshaw Analyst Sees Upscale iPad 2 Available by End of September / Apple Adds TV Show Buying and Re-Watching and Access to Vimeo with Second-Gen Apple TV Update / Canacord Securities Analyst Expects No New Hardware for Apple TV This Year / Global Equities Analyst Expects Three HDTVs from Apple in March of 2012 / Apple Opens iCloud.com to Developers and Outlines Prices for Extra iCloud Storage / Apple Releases iWork for iOS betas and iCloud-compatible iPhone beta to Developers / Samsung Galaxy Tab 10.1 Barred from Sale in Australia Pending Review of Apple Patent Suit / Amazon Blocks German Developers from Submitting Apps to Appstore Due to Trademark Fight with Apple / HTC Files Suit Against Apple in the UK / iOS Developer Mike Lee Seeks to Unite Indies Against Patent Trolls with Appsterdam Legal Defense Team

Transcript

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0:00.0	This is MacOS.C.S.C.S.C.S.C.S.C.
0:07.0	Can.
0:12.0	Analysts Way, Mac Sales Growth Growth Munster looks at iPhone 5 anticipation and news and speculation around Apple TV in various shapes.
0:21.0	It's Tuesday, August 2nd, 2011. I'm Ken Ray and this is news from Maco S.
0:28.3	Ken. Brought to you by yours truly and supported by listeners like you subscribers to Maco
0:35.0	can Day six more information is available at Maco can
0:39.7	dot com this show is also supported by the MacoS Can Podcast app for the iPhone, iPad, and iPod touch,
0:48.0	available in the App Store now for $2.99.
0:53.8	Apple's refreshed Macbook Air seems to be selling well.
0:57.4	Apple and Cider has Ticonderoga Security's analyst Brian White noting very strong demand for the super-thin laptop in the
1:04.4	states with some models of the device actually selling out in some locations.
1:09.0	Overall, writes White, we sent a bit more of a preference for the higher end 11 inch
1:14.4	models but the 13 inch also seems to be popular. Netting this out the
1:19.6	MacBook Air has truly redefined the laptop computing market in our view and we expect this
1:25.3	momentum to continue.
1:27.6	Apple and Ciders says the Ticonder Logan also expects a new iPhone around September and an iPad 3 ahead of the holidays and that
1:37.2	won't be the last you'll hear about either of those things today. Even while
1:41.7	Mac sales growth has outpaced sales growth for the PC sector as a whole for somewhere in the
1:46.4	neighborhood of five years straight, there's still plenty of room for growth for Apple's computers in the state. But that doesn't seem to excite Needham and
1:54.7	Company analyst Charlie Wolf half as much as growth outside the States, by which I mean
1:59.9	overseas, by which I mean China. MacNAN has the Wolfman saying Apple's retail chain has
2:06.7	been the not so secret ingredient that has juiced sales of the Mac, and now, with Apple
	...

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