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Mac OS Ken

Mac OS Ken: 10.08.2013

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 8 October 2013

⏱️ 17 minutes

🧾️ Download transcript

Summary

Mr. Misek Makes Up an iPhone 6 Mr. Munster Muses Over iWatch Cowen and Co Thinks the Street is Underestimating iPhone Demand Apple Sets Fourth Quarter Earnings Call for Monday 28 October NTT DoCoMo Says It Lost Nearly 69k Subscribers Last Month Because It Didn’t Have Enough iPhones Samsung Asks Obama Administration to Overturn Planned USITC Ban of Some Older Devices Billionaire Investor Bails Out of Apple Because Steve Jobs Was Not a Nice Man Get 10% Off of Your Squarespace Order with Coupon Code macosken10 at Squarespace.com/macosken

Transcript

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0:00.0

This edition of Mac OS can, brought to you by Squarespace, the do-it-yourself site builder

0:04.8

with everything you need to create an exceptional website.

0:08.2

Find out more and get 10% off with offer code Mac-O Ken 10 at Squarespace.com. This is Mac OSKinn.

0:25.0

Financial notes from Fantasyland,

0:30.4

Dokomo wants more of what it never wanted before and Samsung seeks help from President Obama.

0:37.0

It's Tuesday, October 8th, 2013. I'm Ken Ray, and this is news from Mac OS can.

0:44.0

Brought to you by yours truly and supported by

0:47.0

listeners like you.

0:48.0

Subscribers to Mac OS can day six.

0:51.0

More information is available at MacoS. can.com.

0:56.0

This show is also supported by the Mac OS Can Podcast App for the iPhone, iPad, and iPod Touch, available in the App Store now for $2.99.

1:09.2

One day, word will spread that we hear refer to Jeffries and Company analyst Peter Missick as a speculative fiction writer.

1:16.0

The question of course, is he a big man or does he have large angry friends or relatives who would take umbrage? The Mac observer says

1:25.4

Mr. Misick went to a magical place Monday and crafted a magnificent tale full of

1:30.2

4.8 inch iPhone 6s.

1:34.0

Oh yes, just over two weeks after the release of Apple's most recent phones,

1:37.8

Missick is already making up the next one.

1:40.4

Quoting his note, despite still seeing risk to the fourth calendar quarter and fiscal 2013 revenues,

1:47.0

we now believe better gross margins will allow Apple to skate by until iPhone 6 launches with its 4.8 inch screen.

1:55.0

We estimate about 50% of smartphone shipments have greater than 4 inch screens,

1:59.0

and the iPhone 6 will catalyze a large upgrade cycle.

2:05.0

Skate by.

...

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