Mac OS Ken: 08.23.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 23 August 2012

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Needham and Co. Analyst Ups Apple Target from $620 to $750 Piper Jaffray Survey: Half of U.S. Consumers Don’t Feel the Need for 4G/LTE Connectivity; Plan to Get the Next iPhone AT&T on FaceTime Over 3G: Because We Don’t Have to Forbes: Five Reasons Why Google Android versus Apple iOS Market Share Numbers Don't Matter China Telecom Adds 8.35 Million New Subscribers in June Quarter; Credits iPhone 4S for Growth Electronista: 27-Inch iMac Supply Dries Up Ahead of Possible Refresh AppleSeed Participants Reportedly Given Heads-Up on Approach of OS X 10.8.2 beta Apple Pulls “Genius” Olympic Ads from Apple.com and YouTube Apple Wins Patent Covering "Techniques and Systems for Supporting Podcasting" The Makers of Infinity Blade Bring the Free Political Fighting Game Vote!!! to the App Store

Transcript

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0:00.0	This is Mac OSKIN.
0:10.0	The wolf catches up to the pack about half the people you know don't care about 4G and AT&T isn't interested in making friends.
0:21.0	It's Thursday, August 23 23rd 2012. I'm Ken Ray and this is news
0:27.0	from MacoS Ken brought to you by yours truly and supported by listeners like you subscribers to MacoS can Day 6
0:35.9	more information is available at MacoS can.com this show is also supported by the
0:42.1	MacoS 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 & Company analyst Charlie Wolf is no longer underwater on his apple target.
0:57.0	Barron says the wolf man raising his price target on apple shares yesterday from $620, which the shares passed a while ago to 750.
1:07.1	It's no one thing but everything that moves him to make the move.
1:11.1	Quoting his note, the increase in our price target stems chiefly from across the board
1:15.2	upward revisions in all of Apple's businesses with the iPhone
1:18.8	contributing almost half of the increase. Since February, when he set his
1:23.6	six hundred twenty dollar target, Wolf says iPhone sales have far exceeded
1:27.3	the projections in our model despite softer sales in advance of the
1:30.8	launch of the next generation model.
1:33.0	iPad sales have likewise continued to grow faster than the rate forecast an hour valuation model
1:38.0	thanks to the device's dramatic invasion of the business and education market. And the halos of both of those devices
1:45.1	are shining on the Mac which is seeing strong sales as well. And so he reiterated his
1:50.7	buy rating on Apple's shares though his note was not without a couple of notes of caution.
1:55.4	Quoting the wolf one more time, the lingering risk that we see in the Apple story is that the company
2:00.5	may no longer innovate at the same rapid pace and with the same
	...

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