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Mac OS Ken

Mac OS Ken: 12.02.2014

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 2 December 2014

⏱️ 22 minutes

🧾️ Download transcript

Summary

Barclays Ups Apple Target to 140-Dollars UBS Sees 24-Million Apple Watches Sold in FY2015 The Apple Stock Slide: Pick the Reason of Your Choice Crescentgate: Not Crescent Fresh iPad Makes Black Friday Bigger for Big Box Retailers Huawei Exec: Nobody Made Any Money in Windows Phone Nine-Year-Old DRM Trial to Include Steve Jobs Deposition Apple Tints Store Logos Red for World AIDS Day Tim Cook Visits Georgetown Apple Store to Promote World AIDS Day Get your FREE trial of EYE Chart Magazine today! !

Transcript

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0:00.0

This is Mac OSKinn.

0:21.3

Studying a mysterious slip for Apple shares, iPad as Lure, and Apple marks World AIDS Day. It's Tuesday, December 2nd, 2014.

0:23.6

I'm Kan Ray and this is news from Maco-S-Can.

0:28.4

Brought to you by yours truly and supported by I-Chart magazine. putting apple and tech news in focus

0:35.0

e y e e iChart magazine available for i. o s newsstand now

0:42.0

Apple shares took a hit on Monday. If you're wondering why, you're not alone.

0:48.4

Oh, there are plenty among the financial punditry who'll tell you why they think it happened, though they don't seem

0:54.4

to get behind one idea.

0:56.6

For sure, it had little to do with analysts who follow Apple on the regular.

1:01.0

In fact, one of those punched up his 12-month price target to start the week.

1:05.0

Barron said Barclay's capital analyst Ben Wright's issuing a note Monday morning wherein he upped his

1:10.1

apple target from $120 to $140.

1:14.4

He also stuck with his overweight rating on the Kubertino company's shares.

1:19.0

That was driven primarily by his love for the gross margin in the iPhone six line though other bits of

1:23.8

Apple business some known some only dreamt of at this point do set his heart

1:29.8

going pitter pat drawing from his, these include a positive mix shift within the iPad segment

1:36.2

from the mini toward larger screened higher margin versions, including a new iPad Pro in 2015.

1:44.0

The introduction and the session of the Apple Watch category

1:47.0

with higher than company average hardware and accessories margins,

1:50.0

and rapid scaling of fast-growing services revenue streams like Apple Pay and other

1:55.4

unannounced initiatives that carry almost 100% incremental margins.

2:00.1

Each of these trends could take years to play out, and our findings for each have surprised us.

...

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