Mac OS Ken: 10.17.2013

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 17 October 2013

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Canaccord Genuity Ups Apple Price Target to $580 RBC Capital Expects Big Sales for New iPad mini if Apple Can Meet Demand Deutsche Bank Pumped Over Robust iPhone 5s Demand WSJ: Apple Has Reduced Build Orders for iPhone 5c Buffett Rebuffs Icahn’s Apple Advice T-Mobile CEO Tweet Hints at iPad Coming to the Carrier Third-Party Monitor Named in Apple Ebook Injunction Anki Drive Pulls Into Apple Stores on 23 October Apple Campus 2 Gets Green Light from Cupertino (Almost) SaneBox: Bring Sanity to Your Inbox with a 2-Week Free Trial at http://sanebox.com/ken

Transcript

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0:00.0	This is Mac OSKIN.
0:11.0	Mac OSKIN. Can.
0:12.0	Analysts are cool with the iPhone mix.
0:15.0	Warren Buffett weighs in on icon and revving the spaceship's engine.
0:20.0	It's Thursday, October 17th, 2013.
0:23.0	I'm Kan Ray, and this is news from Maco-S-Can.
0:27.8	Brought to you by yours truly and supported by Eye Chart magazine,
0:31.8	putting Apple and Tech News in focus, E-Y-E-Chart magazine, a daily publication
0:38.9	available for iOS Newsstand now. A few financial analysts issued notes on Apple yesterday, two decidedly positive and one with a watchful eye.
0:49.0	Barons had Can't Accord Genuity analyst T. Michael Walkley commenting on the stronger sale of iPhone 5S than iPhone 5C.
0:58.0	In short, he likes the mix, believing it should benefit near-term average selling prices and margins.
1:05.0	And he thinks the world will see something similar in full-sized iPads versus iPad Minis.
1:11.0	Quoting his note, with our expectations for a full redesign for iPad 5, an increased
1:16.2	near-term iPad 5 versus iPad mini supplier build rates, we believe December quarter
1:22.0	iPad sales mix will shift toward the iPad 5
1:24.8	versus iPad mini. The iPhone and iPad mix shifts should result in stronger holiday
1:30.8	quarter average selling prices and margins versus consensus
1:35.2	expectations. Speaking of which he thinks Apple is going to beat the streets
1:40.2	expectations, presumably until everyone else on the street races
1:44.8	theirs. That's kind of funny for one reason though. Walkley used Wednesday's
1:49.6	note to lower his fiscal 2014 estimates a tiny bit.
1:54.1	The analyst dropped revenue expectations for fiscal year 2014
	...

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