Mac OS Ken: 08.17.2010

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 17 August 2010

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Munster Says Strong 4Q Guidance from Apple May Still Be Conservative / Munster Keeps Plucking the Apple HDTV Chicken / Asustek Lowers Netbook Sales Numbers Thanks to Competition from iPad / Boy Genius Report Sees Hints at CDMA iPhone and iPad II in iOS 4 Code / New Survey Finds Lots of Verizon Customers Waiting for an iPhone from Big Red / iPhone Pre-Orders for South Korea Begin 18 August for September Delivery / Former Apple Employee Pleads Not Guilty in Kickback Case / Pegatron Subsidiary May Have Participated in Kickback Scheme / Burning iPod nano Delays Japanese Commuter Train / Apple Reportedly Giving Support Forums a Social Network Spin / Sony Mocks iOS Games and Gamers in New PSP Ad / FedEx Driver Held Up by Co-Workers for Apple Deliveries / Adobe Fixes Buggy Photoshop iPad App / Adobe CEO Says His Company is Through Fighting with Apple

Transcript

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0:00.0	This is MacOest.
0:17.0	Apple Strong Guidance may have been a bit weak sauce. The iPad is officially messing up the netbook,
0:20.0	and oh the places the iPhone may go.
0:23.6	It's Tuesday August 17, 2010.
0:26.8	I'm Ken Ray and this is news from Mac OS Ken,
0:31.8	brought to you by yours truly and supported by listeners like you
0:35.5	subscribers to MacoS Ken Day 6 more information is available at MacoS Ken
0:41.7	dot com this show is also supported by the MacoS available at Mac OSKAN.com.
0:43.1	This show is also supported by the Mac OSKAN Podcast app
0:46.4	for the iPhone and iPod touch,
0:48.4	available in the App Store now for $2.99 cents.
0:53.2	Apple Insighter has Piper Jaffray analyst Gene Munster saying Apple's 4Q 2010 guidance
0:58.6	may have been conservative.
1:00.3	That's normally not surprising.
1:01.8	Apple has a tendency to under-promise and over-deliver when it comes to quarterly guidance.
1:06.8	But Apple's guidance was seen as unusually strong on its most recent earnings call.
1:11.7	According to the piece, Apple guided revenue for the September quarter of 6% above
1:15.9	consensus estimates, the highest differential over the street in 17 years.
1:21.2	However, that figure may still be conservative given current sales of Max.
1:25.0	According to Munster's research note, Apple's guidance of $18 billion in revenue for the current quarter
1:31.0	implies sequential growth of just 15% versus 25% in the year ago
1:36.0	quarter but with the way Max are selling Apple's strong guidance may prove to be
	...

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