Mac OS Ken: 09.28.2020

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 28 September 2020

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley Analyst Sees "Compelling Entry Point" for Apple Shares - EC Will Appeal July's Apple/Ireland Tax Ruling - Apple and Epic: The Fortnite Fight Heads Back to Court - Apple Drops 30% Requirement on Facebook Live Event Through 2020 - Some Series 3 Wearers See Serious Issues with watchOS 7 - Apple Bought Podcast Discovery Service Scout FM Earlier This Year - Cherry Deal: Apple TV+ Drops $40M on Russo Brothers Film - Report: On The Rocks Hits Theaters Friday, Apple TV+ 23 October - BetterHelp: Professional, licensed, and vetted counselors that you can trust. Get 10% off your first month with discount code MACOSKEN at BetterHelp.com/MacOSKen - Do you have a Few Minutes for "In a Few Minutes?" Available where you get podcasts! - Ken's going live on YouTube! Subscribe to his channel: YouTube.com/kenray - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	Katie Huberties in the buying mode,
0:11.0	news on two high profile cases against Apple and dropping Major Bank on a
0:15.4	nut Marvel movie.
0:18.4	It's Monday the 28th of September 2020.
0:21.5	I'm Ken Ray and this is news from Maco West Ken brought to you by yours truly and sponsored
0:29.2	by better help. Online counseling, it's there for you.
0:33.0	Get 10% off your first month with discount code Mac OS can at better help.com slash Mac OS can.
0:42.0	This show is also supported by people like you, patrons through Patreon. Find out more and add your support at patreon. com slash Maco-West can.
0:57.0	Recent weakness in Apple shares has Morgan Stanley analyst Katie Huberty thinking now is a good time to get in.
1:05.6	Philip Elmer DeWitz Apple 3.0 ran part of a note issued early on Friday.
1:11.1	Her thinking then that Apple at $108 a share was a compelling entry point.
1:17.0	Then shares traded up four bucks, but still.
1:21.0	Quoting her note, we view the recent pullback and more cautious hedge fund positioning as providing a constructive
1:28.0	setup heading into the iPhone 12 launch, especially given fundamental data points, remain strong.
1:35.0	Positive seen by She and Hers, iPhone share in Europe and China still seems to be growing.
1:42.0	Apple stores are reopening more quickly,
1:44.1	with 87% of global locations open for business
1:47.5	in some capacity.
1:49.6	She sees that is a particularly big deal
1:52.0	with iPhone 12 just around the bend.
1:55.0	Notes from Apple Supplier J-Bell indicate continued strength for iPhone SE
	...

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