Mac OS Ken: 11.09.2022

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 9 November 2022

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley Trims Apple Target, Stays “Overweight” on Apple - Financial Times Looks at Apple’s Relationship with China - NYT Looks at Apple’s Relationship with China and a Dead Deal for Storage - Kroger SoCal Subsidiary Ralphs Now Accepts Apple Pay - Apple Outs New Round of OS Developer Betas - Apple Releases Firmware Updates for AirPods Pro 2 and Beats Devices - Apple Announces Special Edition Melody Ehsani Powerbeats Pro - New Apple Vancouver Flagship Opening Soon - Sponsored by Ladder - Smart, Dynamic, Term Life Insurance. Learn more at LadderLife.com/macosken. - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podctcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacO S Ken.
0:06.8	A trim target for Apple shares,
0:11.4	two tales of Apple and China, and my grocery store is finally getting
0:15.9	Apple pay. I know you are concerned. It is Wednesday the 9th of November, 2022.
0:23.5	I'm Ken Ray, and this is news from Macco West Ken,
0:29.5	brought to you by yours truly and sponsored by Ladders. Smart dynamic term life insurance.
0:37.0	Learn more at Ladders Life.com slash Maco-S can.
0:45.0	This show is also supported by people like you, patrons through Patreon.
0:52.0	Find out more in that your support at Patreon. Find out more and add your support at Patreon.com slash MacoS can.
1:02.0	Another financial firm has weighed in on Apple's iPhone 14 Pro warning.
1:06.4	You likely remember, but I'll remind you anyway.
1:10.0	The Kubertino company issued a press release Sunday evening saying that waits for iPhone
1:14.5	14 Pro and iPhone 14 Pro Max will be extended.
1:19.7	It also stressed that demand remains strong for the two pro phones. That led to a number of analysts
1:26.7	analyzing with one running behind. I'm looking at you Morgan Stanley analyst Eric Woodring.
1:34.2	Apple 3.0 has added his missing missive to its mix.
1:38.4	Like most Apple analysts, Woodring stresses what Apple stressed, that it's a supply problem, not a demand issue.
1:47.0	Said differently, says the note, we believe this situation equates to more of a deferral of iPhone demand and a destruction of demand
1:54.8	which does not change our overweight thesis.
1:58.8	The title of his note has Woodring arguing that Apple's press release presents an opportunity to buy the dip.
2:04.6	There's just one problem there.
2:07.4	There hasn't really been a dip.
	...

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