Mac OS Ken: 11.18.2015
Mac OS Ken
Ken Ray
4.7 • 997 Ratings
🗓️ 18 November 2015
⏱️ 14 minutes
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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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