Mac OS Ken: 10.17.2016
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 17 October 2016
⏱️ 15 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | This is Mac OSKEN. |
| 0:07.0 | This is Mac OS Ken. |
| 0:12.0 | More iPhone positivity. A look at the smoldering hellscape, and more tales of travel and |
| 0:17.6 | Tim. |
| 0:18.6 | It's Monday the 17th of October 2016. |
| 0:21.7 | I'm Kanray and this is news from Maco-S-Can |
| 0:26.0 | brought to you by yours truly and sponsored by ProXPN |
| 0:30.0 | and easy-to-use VPN software service. |
| 0:33.0 | Get your guard up with ProXPN |
| 0:35.0 | online at ProXPN.com slash MacoS-Can. |
| 0:40.0 | This show is also supported by people like you, patrons through Patreon. |
| 0:45.0 | Find out more in that your support at Patreon.com slash MacoScan. |
| 0:51.0 | More double-plus positivity for iPhone to start the week. |
| 0:55.0 | Barons has notes from a number of names you know, |
| 0:58.0 | starting with Morgan Stanley analyst Katie Huberty. |
| 1:01.0 | She raised iPhone expectations for last quarter and this quarter a bit. |
| 1:05.0 | That's thanks to a continued supply-demand imbalance on some models. |
| 1:09.0 | Minor props are also given to Samsung's recent smartphone woes. Interestingly, Huberty stayed |
| 1:14.5 | conservative on March quarter and June quarter estimates, leaving expectations |
| 1:18.7 | for those unchanged. That's because she thinks that's when people will start truly anticipating the next iPhones. |
| 1:26.0 | According to the analyst, today's share price doesn't factor in what she refers to as the fiscal year 2018 super Cycle, she thinks the next iPhone will drive |
| 1:35.2 | iPhone sales the way the iPhone 6 Super Cycle drove sales. |
... |
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