Mac OS Ken: 11.25.2014

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 25 November 2014

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A Pair of Analysts Praise Apple and the Pair of iPhone Sixes Apple Donating Portion of Black Friday and Cyber Monday Sales to Global Fund to fight AIDS Apple Watch on Time List of 25 best Inventions of 2014 iPad Air 2 and iPhone 6 Plus Also Make Time Top 25 Invention List Watchmakers Fighting Digital Mimic Smartwatch Faces Job Listing Indicates Apple Interest in VR Apple Posts New Spaceship Pic Susan Kare Resurrects the Macintosh Pirate Flag for Sale lynda.com: Learn Apple software, plus business and creative skills, from easy-to-follow video tutorials at .

Transcript

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0:00.0	This is Mac OSKIN.
0:09.3	The bigger than bigger phone gets bigger, Apple turns Black Friday
0:17.0	Red and kudos for a thing that you can't have. It's Tuesday, November 25th, 2014.
0:24.3	I'm Ken Ray, and this is news from MacoS.
0:28.0	Can.
0:29.0	Brought to you by yours truly and supported by IChart magazine putting Apple and Tech News in focus
0:36.0	EY E.E. iChart magazine available for iOS newsstand now.
0:45.4	One begins to think the iPhone six line is going to be a bigger than bigger deal for Apple. A couple of financial analysts did a bit of talk
0:50.1	talk on the subject on Monday in the form of notes to investors.
0:54.0	Baron said Susquehanna financial analyst Chris Kaso upping his 12-month price target on
0:58.6	Apple based on great iPhone 6 and iPhone 6 plus expectations.
1:04.0	Caso's note says his firm is comfortable with its forecast of 61 million
1:07.6	iPhones sold for the current holiday quarter.
1:11.0	He's also under the impression that Apple has upped production of the higher priced iPhone 6 plus
1:15.9	If his checks are right production of the 6 plus may be close to 50% of Apple's iPhone output at this point and that makes him kind of tingly.
1:24.0	Quixo's note, we view the mix of iPhone 6-plus to be a very important driver of
1:29.2	Apple profitability since the profitability of the 6-plus is so much higher than the iPhone 6.
1:35.2	We estimate that iPhone 6-plus carries about an additional $80 an incremental margin over
1:40.0	the base model, yielding about 10% higher gross margin.
1:45.2	Whether buyers go iPhone 6 or iPhone 6 plus they do seem to be going for the middle memory.
1:51.0	Casso sees buyers buying the 64 gigabyte model of whichever iPhone they choose.
1:56.0	That's an extra hundred bucks from consumers, which is like making that $80 incremental margin a second time.
	...

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