Mac OS Ken: 11.14.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 14 November 2012

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

Fortune: The Man Who Made “The Bear Case for Apple” Is Suddenly in an Apple Buying MoodUBS Hardware Analyst Says Apple Execs Say There are “More Frontiers to Conquer, More New Categories to Create”CNET: Analyst Says Android Tablets Will Overtake iPad in Terms of Sales in First Half of 2013Chetan Sharma: Apple Currently Earns 95% of Global Profits in Tablets and Over 70% of Global Profits in SmartphonesApple Stops Physical Sales of AppleCare in Italy and Modifies Offering OnlineNokia Plans to Launch Maps App for iOS and Android in Coming WeeksApple Tops in Retail Productivity; Makes $6,050 Per Square FootApple Launches 2012 Holiday Gift GuideThe Squier by Fender USB StratocasterOakley Airwave Goggles: Powered by Android, Available Through Apple’s Online StoreThe Next Web: Job Postings Indicate Plans to Expand Apple Retail to Brazil and Turkey

Transcript

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0:17.3	The curious case of the Bullish Bear, the massive amounts of money and I things, and get your credit card out, we are going shopping. I want a blue one. It's Wednesday, November 14, 2012.
0:25.0	I'm Ken Ray and this is news from MacoS. Ken.
0:30.0	Brought to you by yours truly and supported by listeners like you subscribers to
0:35.4	Maco can day six more information is available at Maco can dot com 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.
0:53.8	Back on October 9th, I brought you a story from Fortune,
0:56.9	wherein Philip Elmer DeWitt wondered
0:58.8	whether one particular hedge fund manager
1:00.7	wasn't turning Apple into a slingshot doing his part to pull the stock down
1:05.2	so that he could buy into shares and ride them back up to the top.
1:09.2	It went a bit like this.
1:10.7	On September 24th, Seabree's partners president, Doug Cass, published a 10-point
1:15.3	manifesto laying out the Bear Case for Apple. These included such points as Apple no longer
1:21.1	having Steve Jobs, perceived contention between Apple and
1:24.6	wireless carriers, and potential cannibalization of the iPad by the then rumored
1:29.6	iPad Mini. Everyone's entitled to their opinions.
1:33.7	Just ask Rob Enderley.
1:35.2	Thing is though, Cass didn't stop with his 10-point list.
1:39.0	He proceeded to keep writing about it and talking about it.
1:42.0	And there you have it, said to Elmer Duit, back on
1:44.1	October 9th. A hedge fund manager having taken who knows what position in a high
1:48.4	profile security trashes it on TV, on the web, and in emails to clients shortly before what are almost
	...

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