Mac OS Ken: 11.09.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 9 November 2012

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Shaw Wu Expects Disparity Between Supply and Demand for iPhone 5 to Shrink Soon BTIG Analyst Expects Disparity Between Supply and Demand for iPhone 5 to Shrink Soon Munster Sees First Signs of Supply/Demand Balance for iPhone 5; Expects Apple Stock to Even Out Soon Oppenheimer Analyst Sees Apple Shares Pulling Out of Slump Soon Topeka Capital Analyst Sees Strong Sales for Apple in Supply Chain Numbers Apple Shipping First Round of Pre-Ordered LTE iPad 4s and iPad minis Next Week Apple Reportedly Requiring Made for iThing Licensees to Abide by Its Supplier Code of Conduct Apple Issues MacBook Air and MacBook Pro Update 2.0 for June 2012 Mac Notebooks Judge Koh to Look into Possible Jury Foreperson Misconduct in Apple v. Samsung v. Apple Case AT&T Opens FaceTime Over Cellular to Tiered Data Plan Consumers on LTE Devices (Though Not Necessarily on LTE) AT&T Offers $100 Off of LTE iPads and Other Tablets with 2-Year Data Contract

Transcript

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0:00.0	This is Mac OSKIN.
0:10.0	Financial analysts on iPhones and Apple shares the zombie of lawsuits lumbers again
0:18.0	and an antidote to financial stories and legal news.
0:22.3	It's Friday November 9, 2012. I'm Ken Ray and this is news
0:27.6	from MacO.S. Can. Brought to you
0:33.6	subscribers to MacoS can day six
0:37.2	more information is available at MacoS can
0:39.6	can dot com
0:41.2	this show is also supported by the Mac OS can Podcast app for the iPhone, iPad, and iPod touch,
0:48.0	available in the App Store now for $2.99.
0:53.4	Yesterday we heard from Han High Precision Industry Chairman Terry Gao that Han High subsidiary
0:58.0	FoxCon was still having trouble producing as many iPhone fives as Apple wants because iPhone 5's are still hard to make. What a difference
1:06.9	today makes. At least a few financial analysts seem to think so. Some say
1:11.2	supply and demand are coming closer together where iPhone 5 is concerned.
1:16.0	Apple Incider has Stern Age analyst Shah Wu issuing a note to investors yesterday saying
1:21.8	that his checks in the supply chain show
1:24.3	significantly improved iPhone 5 production capacity since the
1:28.4	devices launch. Quoting the piece with supply constraints of the iPhone 5 expected to ease, Wu believes
1:34.6	Apple will sell 46.5 million total iPhone units in the company's December quarter.
1:41.1	I'm not sure I understand completely though.
1:43.0	Wu says the supply chain bottleneck isn't about components, it's about assembly.
1:48.0	So he seems to think there's less reason to worry, even though Han Hise Terry Gao went on record saying,
	...

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