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Mac OS Ken

Mac OS Ken: 08.08.2011

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 8 August 2011

⏱️ 17 minutes

🧾️ Download transcript

Summary

Needham and Co Analyst Ups Apple Target to 540-Dollars / Apple Insider: Apple Ships Updated betas of iOS 5, Apple TV Software, Xcode 4.2, and iTunes to Developers / Conflicting Reports on Apple Nixing iOS 5 betas on Non-Developer Devices / Revived Rogers Data Plan Could Signal September for Next iPhone / Mobile Ad Firm Finds Blue/Grey Division Between iOS/Android Phones / UK Regulator Ofcom Sees Adults Preferring iPhones While Teens Prefer BlackBerries / FBI Launches Child ID App for iPhone / RightNow Seeks to Have Lodsys Patents Invalidated / Acer Founder Sort of Calls Tablets and Ultrabooks “Fads” / Ultrabook Manufacturers Forced to Use Alternate Materials as MacBook Air Eats All the Magnesium-Aluminum / Epic Games President: Future Mobiles Could Eliminate Need for Future Consoles

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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