Mac OS Ken: 08.08.2011
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 8 August 2011
⏱️ 17 minutes
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Transcript
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| 0:00.0 | This is mak-o-skin. |
| 0:02.0 | The wolf is howl and |
| 0:04.0 | This is MacO-S. Ken. |
| 0:10.0 | The wolf is howlin mad for Apple shares on betas and the people who buy them |
| 0:16.8 | and a look at smartphones among the blue and the gray and the graying. |
| 0:20.9 | It's Monday August 8th, 2011. I'm Ken Ray and this is news from Maco |
| 0:27.6 | S Ken brought to you by yours truly and supported by listeners like you subscribers to MacoS can v six more |
| 0:36.8 | information is available at macoescan.com this show is also supported by the |
| 0:42.3 | Maco can podcast app for the iPhone, iPad, and iPod touch, |
| 0:47.0 | available in the App Store now for $2.99. |
| 0:52.0 | Needham and Company analyst Charlie Wolf has and 99 cents. |
| 0:57.5 | Needham and Company analyst Charlie Wolf has upped his price target on Apple's shares raising it from 450 dollars to $540 US over the next 12 months. |
| 1:04.0 | Apple Incider has the Wolfman breaking down Apple's projected value per share, |
| 1:09.0 | giving various segments of its business an assigned dollar value. Most everything is doing very well, |
| 1:15.3 | though one thing is doing phenomenally well, while another may be caught daydreaming |
| 1:20.0 | of its halcyon days. The doing phenomenally well first, |
| 1:24.0 | Vulfi has the iPhone accounting for about $266 |
| 1:27.9 | of his projected $540 value, which is nutty. that's nearly half of the projected value, a potential vulnerability |
| 1:37.0 | addressed by the analyst. |
| 1:39.2 | Quoting his note, since the iPhone represents almost half of Apple's value, even a modest shortfall in the |
| 1:45.5 | iPhone's growth would have an outsized impact on the company's fair value. |
| 1:50.8 | The good news is Apple's not just about the iPhone. The iPad is the second most valuable segment of Apple's business. |
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