Mac OS Ken: 12.02.2014
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 2 December 2014
⏱️ 22 minutes
🧾️ Download transcript
Summary
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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