Mac OS Ken: 11.16.2012

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 16 November 2012

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Morgan Stanley Analyst Thinks Apple Will Sell More iPhones and iPads in the Next Six-Months Than Wall Street is Expecting Credit Suisse Analyst Reiterates “Outperform” Rating on Apple on Computer/Tablet/Smartphone Strength Jeffries and Co Analyst Sees Something Involving Apple and TV as “Imminent” Single Source Rumor Has New iMacs Pushed to 2013 USA Today: Survey Shows Significant Number of Windows Users Making Their Next Purchase an Apple Purchase (Though Not Necessarily a Mac) HP PC-Exec Disses/Dismisses Microsoft Surface Microsoft Issues Critical Security Updates for Office for Mac 2008 and 2011 and Bug Fixes for 2011 Apple Asking App Developers to Rename or Remove Apps with the Word “Memory” in the Title from the App Store Apple Releases iBooks 3.0.2 to Fix Crashing Issue on iOS 6 Devices WSJ: Source Says Google Putting Finishing Touches on Google Maps App for iOS Apple Takes Control of 1,000+ Nortel Patents Purchased by Rockstar Consortium Sorkin: Jobs Bio-Pic to Take Place Backstage Before Three Apple Product Launches Jimmy, Tommy and Hendry Knock Over JFK for $1.5 Million in iPad minis

Transcript

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0:00.0	As far back as I can remember, I always wanted to be a podcaster. I know I'd go from MacO-S Kim.
0:17.0	You know, I think in the past six and three quarters years, I may have started the show that way once before.
0:22.0	More financial types weigh the Apple banner, a lot of Windows users are eyeing Apple gear,
0:27.0	and Google may be mapping a path back to I things.
0:30.0	It's Friday, November 16, 2012.
0:33.2	I'm Ken Ray and this is news from MacO.S. Can.
0:38.0	Brought to you by yours truly and supported by listeners like you.
0:42.0	Subscribers to Mac OS can day six more information is
0:46.3	available at Macoess can.com this show is also supported by the Mac OS can
0:52.3	podcast app for the iPhone, iPad, and iPod Touch,
0:56.8	available in the App Store now for $2.99.
1:01.9	A couple of financial analysts are singing songs of Apple to end the week.
1:05.8	Barons has Morgan Stanley analyst Katie Huberty saying,
1:09.3	she's talked to companies in the Far East supply chain and she likes what she's heard. And what's that?
1:15.6	The demand for iPhones and iPads looks stronger than had been expected through at least the
1:19.6	first quarter of calendar year 2013.
1:23.0	Quoting her note, key suppliers into iPhone and iPad noted above seasonal March
1:28.3	quarter order trends, stronger than expected December quarter revenue, and thus potential for further upside to expectations before year end.
1:37.0	So to be clear, Wall Street is expecting iPhone sales of 46 million units this quarter and 43 million units next quarter.
1:45.1	The streets also expecting sales of 23 million iPads this quarter and 19 million next
1:50.2	quarter.
1:51.4	And her talks with the people who build the I things have her thinking
	...

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