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Mac OS Ken

Mac OS Ken: 12.06.2016

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 6 December 2016

⏱️ 14 minutes

🧾️ Download transcript

Summary

- Pac Crest and BlueFin Worry Over iPhone Orders - IDC: Apple Watch Versus Basic Wearables - Cook Says Apple Watch Headed for Record Quarter - Xero Integrates Apple Pay Through Stripe - iCloud Gets a Case of the Mondays - South Korean Developers Annoyed at AppStore Refund Abuse - Apple Opening Seventh Shanghai Store on 10 December - Get 10% Off of Your Squarespace Order with Coupon Code macosken at - Use promo code MOSK20 by 31 December to get 20% off a number of Drobos at - Power Mac OS Ken through Patreon at ! - Send me an email: or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

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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