Mac OS Ken: 10.23.2017
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 23 October 2017
⏱️ 12 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | This is Mac OSKenn. |
| 0:07.0 | A positive note on iPhone, an update on Apple Pay, and Apple treats Facebook like some company. |
| 0:20.0 | It's Monday the 23rd of October 2017. I'm Ken Ray and this is news from MacoS Ken |
| 0:28.4 | brought to you by yours truly and sponsored by Squarespace, your place online. |
| 0:34.0 | Start your free trial today at Squarespace.com, |
| 0:38.0 | enter offer code MacoS. |
| 0:40.0 | can to get 10% off your first purchase. This show is also supported by people like you, patrons through |
| 0:46.7 | Patreon. Find out more in that your support at Patreon. |
| 0:56.2 | A reassuring note from Wall Street last week, |
| 0:58.8 | Barons had insanette analysts Jeffrey Kval and Gregory McNiff saying production of iPhone 10 is |
| 1:04.7 | starting slow but they're not worried about it. At least they're not worried about it for |
| 1:09.4 | Apple. The analysts have lowered iPhone sales expectations for the current quarter from 87 million units to 82 million. |
| 1:17.0 | They simply see those as delayed sales though. |
| 1:20.0 | Their March quarter expectations have gone up from 65 million units to 70 million. |
| 1:26.1 | The companies for which this could be bad news or T-Mobile and Sprint. |
| 1:30.4 | Quoting the Instanote, both insurgent carriers have indicated a willingness to be |
| 1:34.5 | aggressive with promos to reach net ad targets. Fewer available iPhone tens |
| 1:39.7 | would likely challenge their aspirations. |
| 1:43.5 | As for the iPhones available now, Kval and McNiff are positive on iPhone 8, if not |
| 1:48.2 | giddy. |
| 1:49.2 | Quoting their note again, iPhone 8, not a dud. After a slow start iPhone 8 shipment times have lengthened slightly. |
| 1:56.7 | We expect shipments of the 8 family to be materially below that of the 7 family, though recent reports of a 50% order reduction seem overdone. |
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