Mac OS Ken: 12.06.2016
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 6 December 2016
⏱️ 14 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | This is Mac OSKenn. |
| 0:07.0 | Worry continues over iPhone orders watching Apple Watch from a couple of angles |
| 0:17.2 | and I-Cloud gets a case of the Mondays. |
| 0:19.8 | It's Tuesday the 6th of December 2016. I'm Ken Ray and this is news from Maco |
| 0:27.4 | S-Can brought to you by yours truly and our offer code |
| 0:35.0 | our offer code makowest can at check out to get 10% off your first purchase. This show is also supported by people like you |
| 0:45.0 | patrons through Patreon. Find out more in that your support at patreon.com |
| 0:51.0 | slash Maco-Scan. |
| 0:55.0 | Remember the notes, Incanets, Jeffrey Kavall, and Raymond James, Stavis McCord issued late last week telling |
| 1:00.5 | the rest of Wall Street to calm down about orders in the iPhone supply chain, |
| 1:06.0 | Blue Finn and Pacific Crest didn't get the memos. |
| 1:09.7 | Barons had those firms issuing notes on Monday saying the drawdowns in the supply chain imply |
| 1:14.8 | shakiness, not seasonality. |
| 1:18.0 | Bluefin analysts John Donovan and Steve Mullane say their most recent Apple's supply chain updates shapes their view into early 2017 |
| 1:26.7 | as one of build cuts and an air of uncertainty. They went on to say that they were adjusting |
| 1:32.1 | their view from positive to cautious near term. |
| 1:36.2 | They think Apple shares will be under pressure until the reduced demand levels in 2017 |
| 1:41.0 | are better understood. |
| 1:43.0 | Bluefin expects Apple to sell 77 million iPhones this quarter and 51 million in the March quarter. |
| 1:49.0 | The street as a whole is expecting sales of 78 million iPhones this quarter and 55 million in the March |
| 1:56.1 | quarter. Meanwhile Pacific Crest analyst Andy Hargreaves gave his Apple Target a trim on Monday. |
| 2:03.4 | Though he maintained his overweight rating on the company's shares, he dropped his price target |
... |
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