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Mac OS Ken

Mac OS Ken: 09.08.2011

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 8 September 2011

⏱️ 12 minutes

🧾️ Download transcript

Summary

Piper Jaffray Lays Out a Rosy Couple of Years for Apple / Shots from the Far Side: 5.1 Megapixel iPhone 4 Pic May Be from 8 Megapixel iPhone 5 / HTC Sues Apple Using Patents Recently Passed to It by Google / MacRumors Hears Word of a Revamping for Logic Pro to Logic Pro X / Adobe Sees Big Growth for Premier Pro for Mac in Wake of Final Cut Pro X Launch / Union Chief: President Obama Should Challenge the Patriotism of Apple / Apple Ups Spending on Lobbying by 41-Percent from 1Q to 2Q CY2011 / Find My iPhone Helps Chilean Authorities Find Plane Crash / CNET: SFPD Launches Internal Investigation into Search for Lost iPhone

Transcript

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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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