This is Mac OSKIN.

This is Mac OS Ken.

Things look awesome for apples December quarter.

Things look dreadful for apples December quarter.

And the new Apple TV changes by the day.

It's Wednesday the 4th of November 2015. I'm Can Ray and this is

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It was another best of times, blursed of times day for Apple's financial side.

Words from one financial analyst made everything seem Jake for the Kupertino company,

while others saw signals in the supply chain as one of the stable boys for the horsemen of the

Apocalypse. Standing firmly on the upside was Morgan Stanley analyst Katie Huberty.

Business insider had Huberty issuing a note wherein she said Apple's spending plans make her think that December

quarter revenue will be blowout way beyond what most financial analysts are expecting.

According to the report, recent filings by Apple show the company had $29.5 billion in off-balance sheet commitments plus 7.3 billion in other

commitments at the end of last quarter. Generally that's money Apple plans to spend on

parts for things and things to build things, so analysts can use these numbers

to estimate how much Apple is expecting in sales according to the piece.

Running those numbers her way, Huberty thinks Apple is expecting $84.4 billion in revenue

for the December quarter.

That's 9% higher than the streets expecting

...