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Mac OS Ken

Mac OS Ken: 10.17.2017

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 17 October 2017

⏱️ 11 minutes

🧾️ Download transcript

Summary

- KeyBanc's Hargreaves Warms Up on Apple - Other KeyBanc Analyst Questions Carrier iPhone Sales - GBH Insights Hears a SuperCycle™ - The Verge: What is the KRACK Attack? - TechCrunch: Steps to Against the KRACK Attack - Apple Insider: KRACK Patches Incoming for Most Apple Hardware - CNET: Latest Windows Updates Protect Against KRACK - Apple Loses Latest Round to VirnetX - Apple Earns B- in Greenpeace Guide - Power Mac OS Ken through 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 OSKEN.

0:07.0

This is Mac OS Ken.

0:12.0

Key Bank warms to Apple. a brief look at the Crack Attack, and Greenpeace is proud of Apple,

0:18.0

but...

0:20.0

It's Tuesday the 17th of October, 2017.

0:22.9

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

0:27.5

Brought to you by yours truly and supported by people like you, patrons through Patreon. Find out more in that your support that

0:35.6

patreon dot com slash mako-o-sken

0:40.3

keybank analyst Andy Hargreeves has finally done it.

0:44.6

Barron says the analyst has fallen in love with Apple all over again.

0:48.6

Actually they don't say that, but he has upped his rating from Tepid to Hot.

0:54.3

Of course those aren't actual financial ratings, but they might as well be.

0:58.3

Remember what a no-brainer it felt like when Morgan Stanley analyst Katie Huberty said, when Apple charges more money for things,

1:04.4

Apple makes more money.

1:06.0

May have taken hardgrives a while to get the point.

1:08.9

The point seems to have been gotten.

1:11.0

Not only do Apple's phones and some other devices cost more now, but the cost to go from

1:15.7

the entry-level storage capacity to the higher level on iPhones has gone up as well.

1:21.4

And that's got Hargrerieves excited at least for now.

1:26.1

Quoting his note.

1:27.3

Quoting his note.

1:29.6

While we remain somewhat pessimistic around multi-cycle iPhone unit growth, Apple's expanded market

...

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