Mac OS Ken: 09.08.2011
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 8 September 2011
⏱️ 12 minutes
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| 0:00.0 | This is MacO-S-Kinn. |
| 0:11.0 | Uncle Jean likes apples near future, a fishy picture indeed, and Google laces up |
| 0:17.4 | H.T.C.'s Thursday, September 8, 2011. |
| 0:22.9 | I'm Kan Ray, and this is news from Maco As Can. |
| 0:27.8 | Brought to you by yours truly and supported by listeners like you, |
| 0:31.6 | subscribers to MacoS. Can Day 6. |
| 0:35.0 | More information is available at MacoS can.com. |
| 0:39.0 | This show is also supported by the MacoS can Podcast app for the iPhone, iPad, and iPod touch, |
| 0:46.7 | available in the App Store now for $2.99. |
| 0:51.9 | Piper Jeffrey analyst Jean Munster says everything's coming up roses for Apple for the next couple of years. |
| 0:58.3 | Apple Insider has Uncle Gene estimating higher revenue and earnings per share for Apple through 2013 |
| 1:04.8 | than the rest of Wall Street is expecting. |
| 1:07.2 | According to the piece, Munster sees Apple's revenue growing 19% in calendar year 2012 and another 17% in 2013 on monster sales of iPhone and iPad. |
| 1:20.0 | The way he sees it, the iPhone will account for 49% of Apple's revenue in calendar year 2013, |
| 1:26.1 | something he says they can pull off without an iPhone nano. |
| 1:30.0 | Quoting his note, one key topic on which we are different than consensus thinking is |
| 1:34.8 | our belief that the iPhone unit growth can continue in the 30% range, |
| 1:39.3 | while average selling prices will be more than double the smartphone industry average. |
| 1:44.0 | In other words, we do not believe Apple needs an ultra-low-end offering to grow iPhone units at 30%. |
| 1:51.0 | If Apple was to announce an unsubsidized sub $200 iPhone, our unit |
| 1:57.2 | estimates would be too low and average selling prices would be too high. |
| 2:01.5 | On the tablet side, the iPad will represent 21% of Apple's |
... |
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