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Mac OS Ken

Mac OS Ken: 11.18.2015

Mac OS Ken

Ken Ray

Technology

4.7997 Ratings

🗓️ 18 November 2015

⏱️ 14 minutes

🧾️ Download transcript

Summary

- UBS Lowers Apple Target Price on Supply Chain Mysteries - Hon Hai Beats Third-Quarter Expectations Thanks to New iPhones - Canaccord Sees Apple Taking Improbable Portion of Impossible Smartphone Pie - Reports of Charging iPad Pros Plunged into Darkness - Tim Cook: When I said a PC, what I meant was a PC! - Pandora to Buy Rdio Tech for 75-Million Dollars - Apple Pay Launches in Canada Via American Express - Apple Lunches Personal Pickup in Canada and Australia - Report: Amazon-Apple Audiobook Tie-Up Eyed in Germany - lynda.com: Learn Apple software, plus business and creative skills, from easy-to-follow video tutorials at . - Send me an email: or call (716)780-4080!

Transcript

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0:00.0

Back in the saddle again.

0:03.0

Oh, hi, I didn't see you there. This is Mac OS Ken.

0:17.0

Reading the supply chain

0:18.0

giving an impossible 105% and the difference between a personal computer and a PC.

0:25.0

It's Wednesday, the 18th of November 2015.

0:29.0

I'm Ken Ray and this is news from Maco-S-, brought to you by yours truly and sponsored by

0:36.1

Linda.com, the online learning platform with over 4,000 on-demand video courses.

0:41.9

Start your free 10-day trial at Linda.com slash Maco-Scan.

0:49.6

The week started with a good news, bad news note from one of Apple's financial followers.

0:53.6

Barons had UBS analyst Steve Malunovich reiterating his buy rating on Apple shares

0:58.8

but cutting his 12 month price target on the shares from $150 to $140.

1:05.0

Why?

1:06.7

Questionable signals in the supply chain.

1:09.6

Because why should this week be any different than the last? For the current December holiday

1:14.6

quarter Melenovitch is looking for Apple to sell 78.4 million iPhones that's

1:20.1

3.4 million higher than the street is expecting.

1:23.2

For the March quarter, though, he's lowered his expectation

1:26.0

from 62.5 million to 61 million.

1:30.2

What's awesome is even Malonovich knows he doesn't know what any of that means

1:34.8

and he acknowledges that cutting iPhone expectations now may be a bit premature

1:39.1

but you gotta do something don't ya?

1:41.8

Noting order pullbacks seen at Han High You gotta do something, don't you?

...

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