Mac OS Ken: 12.07.2011

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 7 December 2011

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ticonderoga Analyst: November 2011 Likely Best November Ever for Apple / IHS: iPad to Hold onto 65-Percent Tablet Share Through Year’s End / Canaccord Genuity Analyst: iPad to Hold on to 53-Percent Tablet Share Through Year’s End / Sterne Agee Analyst: RIM Being Battered by Amazon Kindle Fire in Tablets and by iPhone 4 and iPhone 3GS in Low-End BlackBerries / Canaccord Genuity Analyst: Older iPhones Being Pushed Down Sales Lists on US Carriers / The European Commission Launches Antitrust Investigation into Apple and Five Publishers Over eBooks / Apple Lands at Top of PCWorld Reliability Satisfaction Survey for Laptops, Desktops, Smartphones, and Tablets / Apple Loses Cases for iPad Trademark in China; May Be on the Hook for 1.5-Billion-Dollars / Apple Updates iBooks with a Few New Features / Apple Issues Minor Update for Cards App for iOS / Apple Insider: CNBC Hears That Apple Retails EasyPay Self-Checkout Program is Going Well / Global BBC iPlayer Hitting iPhone and iPod touch This Week (Still Missing U.S.) /Google and Telstra Launch Melbourne Retail Presence in “Androidland” / Amazon Says Jobs Bio is Top Selling Book of 2011

Transcript

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0:00.0	Today's audio Advent calendar.
0:04.0	Mm-mm-mm-mm. This is MacOS. Can.
0:17.0	Apple may have just had its best November yet mixed messages on who has what in terms of
0:27.0	tablets and the Steve Jobs biography bends the rules of time.
0:32.1	It's Wednesday, December 7, 2011. I'm Kan Ray and this is news from
0:38.0	Maco-S-Kan. Brought to you
0:43.6	subscribers to MacoS can day six. More information is available at MacoS can day six.
0:47.0	More information is available at MacoS can.com.
0:51.1	This show is also supported by the MacoS Can Podcast app for the iPhone, iPad, and iPod touch,
0:58.0	available in the App Store now for $2.99.
1:03.7	Last month was probably Apple's best November yet.
1:07.4	So says Ticonderoga Securities analyst Brian White.
1:11.0	Apple Incider has White reading the Apple Barometer a proprietary list he keeps of
1:16.3	component suppliers that do a lot of deals with the all things I maker.
1:20.1	Readings on White's imaginary thing have him thinking that November sales for Apple suppliers were up 17% from the month before
1:29.0	which is huge considering month-to-month supplier growth has averaged 2% over the last six years.
1:36.7	The big November will likely be seen by Wall Street as good news, especially after a week
1:41.8	October supply chain showing that spooked a number of investors.
1:45.3	Quoting White, after negative supply chain data points dragged Apple stock lower in November,
1:51.0	we believe today's Apple barometer print will provide fuel for the
1:55.2	stock to move higher in the near term.
1:58.8	How much of the tablet space will Amazon's Kindle Fire take by the end of the year? Depends who you ask.
	...

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