Mac OS Ken: 09.12.2011

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 12 September 2011

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

Fortune: Analysts Start Upping Apple Estimates as End of Quarter Approaches / TMO: Shaw Wu Ups iPhone and iPad Estimates / Apple Wins Permanent Ban of Samsung Galaxy Tab 10.1 Sales in Germany / Bloomberg: Sprint to Get Next iPhone in Mid-October; Offer Unlimited Data / Report Has Sprint Blacking Out Vacation for First Half of October / Apple Issues iTunes beta 8 and iWork beta 3 to Developers / Apple Seeds New Mac OS X 10.7.2 beta to Developers / Apple Issues Lion and Snow Leopard Security Updates to Protect Against Stolen Security Certificates / Apple Drops Ship Times from Browsing Section of Online Store / Apple Revamps Online Process for Shopping for iPad / Droplets Sues Apple and Others Over Alleged Patent Infringement

Transcript

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0:00.0	This is MacO-S-Kinn.
0:07.0	This is MacO-S-Kinn.
0:11.0	Analysts prepare for the end of Apple's quarter.
0:14.0	Samsung suffers defeat in Germany, and iPhone rumors for Sprint get stronger.
0:20.0	It's Monday, September 12, 2011.
0:23.0	I'm Ken Ray and this is news from Maco As Ken.
0:27.9	Brought to you by yours truly and supported by listeners like you,
0:31.9	subscribers to Maco OS can Day 6.
0:35.0	More information is available at Macoess can.com.
0:39.0	This show is also supported by the Mac OS Can Podcast app for the iPhone, iPad, and iPod Touch,
0:46.8	available in the App Store now for $2.99.
0:52.2	Analysts are getting more excited about Apple's current quarter and making what Fortune calls
0:56.6	hasty revisions to their estimates and expectations.
1:00.9	The idea behind the fortune piece is that at the start of the quarter analysts make their estimates
1:05.8	Then as the end of the quarter draws nigh they look at their estimates and realize they way low-balled everything
1:16.4	Or almost everything, hence the changes. Such as the case with Jeffries, analyst Peter Missick, BMO Capitals Keith Bachman, Stern Aegis Shaw Wu, and Pacific Crest analyst Andy Hargreaves.
1:26.0	Missick says iPhone sales are surprisingly strong, though excitement over that may be tempered
1:31.0	by back-to-school demand Macs that he says was weaker than
1:34.5	expected. As such he's raised his iPhone estimates from 18.4 million units sold to
1:40.4	18.9 while lowering his expectations for Mac units sold from 4.9 million units to 4.4 million.
1:49.2	BMOs Bachman apparently disagrees with the Mac Michiganse, raising his iPhone estimates from
1:54.7	19.5 million to 20.4 million and upping Mac expectations a smidge from 4.27 million to 4.31 million units.
	...

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