Mac OS Ken: 10.17.2019

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 17 October 2019

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- KeyBanc: iPhone Builds May Be for Heading Off Tariffs, Not Higher Demand - Report: EC Eyes Apple Pay for Possible Anticompetitive Behavior - NBCU Expands Ad Sales Deal with Apple News - Apple Services Take a 38-Minute Nap - Pre-Orders Underway for H1 Packing Beats Solo Pro - Netflix + Apple TV+: It was the best of times… - Netflix + Apple TV+: It was the worst of times… - Apple Hosts L.A. Premier for "For All Mankind" - Apple and A24 Tie-Up on Second Film - Take back your Internet privacy TODAY and find out how to get 3 months free at ExpressVPN.com/MacOSKen - 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 OSKIN.
0:07.0	This is Mac OS Ken.
0:11.0	What if iPhone sales only look good?
0:15.0	Apple online takes an unexpected nap,
0:18.0	and might there be news of Apple TV Plus?
0:21.0	It's Thursday, the 17th of October 2019. I'm Ken Ray and this is news from
0:29.0	Maco West Ken brought to you by yours truly and sponsored by Express VPN.
0:35.0	Take back your internet privacy today and find out how you can get three months free
0:40.0	at Express VPN.com slash Maco-S-Kan.
0:45.0	This show is also supported by people like you,
0:48.0	patrons through Patreon.
0:51.0	Find out more in that your support, that Patreon Patreon. At least one analyst is looking through the looking glass where iPhone is concerned.
1:05.8	What if iPhone demand only looks good, but isn't?
1:10.4	Barons had Key Bank Capital Markets analyst John Vinn posing a version of that question.
1:16.0	In a note to clients on Tuesday, he raised the possibility that the increased orders in the supply chain are less about improved iPhone demand
1:24.8	than they are about trying to beat the tariff clock. A new round of tariffs on goods
1:29.6	imported from China is expected to go in in mid-December. If they're not averted, Barron says the levies would
1:37.0	affect many Apple products. And Kibanks Vinh thanks preparation for that may be the cause of the building iPhone builds.
1:46.5	Quoting his note, it remains unclear to us whether the increased demand from the supply chain is
1:52.2	and demand- driven as our latest
1:54.5	carrier survey results continue to indicate demand is largely okay and in line
2:00.0	with expectations which suggests that pull-ins ahead of the potential increased
	...

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