meta_pixel
Tapesearch Logo
Log in
Mac OS Ken

Mac OS Ken: 10.13.2014

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 13 October 2014

⏱️ 20 minutes

🧾️ Download transcript

Summary

Apple Barometer Shows Fair Weather Ahead Oppenheimer Ups Apple to Outperform Fortune: Icahn Pens Self-Serving Letter to Tim Cook Apple Bear Respectfully Bashes Icahn Letter UBS Analyst Bullish on Apple (But Not as Bullish as Icahn) Walgreens Memo Indicates 18 October Apple Pay Launch GTAT Says Oppressive and Burdensome Apple Deal Led to Bankruptcy Bankruptcy Judge to Consider GTAT Request to Close Plants This Wednesday Bose and Beats Bury the Hatchet SF QB Fined $10K for Wearing Beats by Dre More NFL Players Ignore Beats Ban Apple Tops Interbrand List for Second Year in a Row Get $50 off the Drobo of YOUR choice at with offer code MOSK50

Transcript

Click on a timestamp to play from that location

0:00.0

This is Mac OSKIN.

0:10.0

Clear skies for Apple shares, anticipating Apple Pay, and Boes and Beats

0:18.6

Barry the Hatchet. It's Monday October 13, 2014.

0:23.0

I'm Ken Ray, and this is news from Maco-S.

0:27.0

Can, brought to you by yours truly and supported by I-Chart magazine.

0:32.0

Putting Apple and Tech News in focus, E-Y-E-Chart magazine,

0:38.0

available for iOS Newsstand now.

0:42.0

Wall Street Weatherman is liking the forecast he's seeing for Apple.

0:45.7

Behrens had Cantor Fitzgerald analyst Brian White checking the Apple Barometer.

0:51.0

That's his name for a group of companies with which he has contact in the

0:54.1

Cupertino Company's supply chain. Bottom line, sales growth for companies in

0:59.2

Apple's supply chain is up, though not as much as in years past. Mostly. Basically, sales growth

1:07.1

for the supply chain was up last quarter versus the same quarter a year earlier,

1:11.2

though down versus the same quarter averaged out over the past nine years.

1:16.0

Again, growth was down, not sales. It's a bit confusing.

1:21.0

What's not confusing was the growth scene last month at FoxCon.

1:25.0

White doesn't put the world's largest contract manufacturer in the barometer readings because it's too big on its own.

1:32.0

How FoxCon is doing is still a great way to monitor

1:34.6

apples vitals though since they are Apple's largest supplier.

1:38.6

According to the analyst FoxCon reported a 51% month over month increase at the end of September, well above

1:46.0

historical seasonality of up 19% over the past nine years, and better than the up 20%

1:52.2

month over month in September of 2013.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.