Mac OS Ken: 09.26.2011
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 26 September 2011
⏱️ 14 minutes
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| 0:00.0 | This is Mac OSKIN. Anticipating iPhone and iOS updates Amazon may finally be set to tackle tablets |
| 0:17.5 | and the smartphone legal battles continue. |
| 0:20.3 | It's Monday September 26, 2011. |
| 0:24.0 | I'm Ken Ray and this is news from Maco S. Can. |
| 0:28.0 | Brought to you by yours truly and supported by listeners like you, |
| 0:32.0 | subscribers to Maco S. Ken. Truly and supported by listeners like you, |
| 0:32.7 | subscribers to MacoS-Can Day 6. |
| 0:36.3 | More information is available at Maco-S-Can. |
| 0:40.5 | This show is also supported by the Mac-O 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 | Barclay's capital analyst Ben Reitzus is even more bullish on Apple than he was before and he was pretty bullish before. |
| 0:59.4 | Forbes has Ritzus reiterating his overweight rating on Apple's shares last Friday and raising his price target from $515 to $555. |
| 1:10.0 | Quoting his note, on the back of our recent trip to Asia and checks within retail, |
| 1:14.7 | our research continues to point to upside for iPhones, iPads, and Macs, |
| 1:19.3 | even as the economy softens. Yes, the economy is a major concern for all companies but macro events |
| 1:25.5 | don't seem to be impacting Apple's ascension as the primary disruptive force in hardware. |
| 1:31.2 | We continue to believe that Apple is the primary beneficiary of the consumerization of IT |
| 1:35.8 | trend while also enjoying defensive characteristics in terms of cash flow, net cash, and valuation. |
| 1:43.0 | In short, he's bullish on Apple. |
| 1:46.0 | The analyst thinks Apple could ship as many as 40 million iPads for calendar year 2011, |
| 1:52.0 | which sounds impressive until you hear what he's expecting |
| 1:55.2 | for the next iPhone, Ritzus thinks the company could ship as many as 30 million |
... |
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