Mac OS Ken: 12.09.2013
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 9 December 2013
⏱️ 23 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | This is Mac OSKIN. |
| 0:09.2 | It may be an Apple, not just iPad Christmas. Thanksgiving may have been all about the |
| 0:18.0 | apps and a bigish look at a smallish launch for eye beacons. It's Monday, December 9th, 2013. I'm Kan Ray and this is news from |
| 0:28.2 | Maco-S-Can. Brought to you by yours truly and supported by iChart magazine putting Apple and |
| 0:34.5 | tech news in focus E y e e e e e e e chart magazine a daily publication |
| 0:40.4 | available for iOS newsstand now. |
| 0:44.6 | When Brian White left to Pika Capital Markets a few weeks back, he took his Apple Barometer |
| 0:48.8 | with him. |
| 0:50.4 | Not hard to do. |
| 0:51.4 | The Apple Barometer isn't an actual thing. |
| 0:53.0 | Rather, it's a list of companies he's put together to try to figure out how things are going at Apple between earnings reports. |
| 1:00.0 | With his virtual finger in the metaphorical wind, |
| 1:02.8 | the Cantor Fitzgerald analyst has checked his apple barometer readings |
| 1:06.1 | for November, and he likes what he sees. |
| 1:09.5 | Barons had the analyst issuing a note to clients late last week saying this November was the |
| 1:14.3 | strongest in the barometer's history. |
| 1:17.1 | Quoting his note, given the combination of a record October performance in our expectation of |
| 1:21.5 | record growth in November, our Apple Barometer is on track |
| 1:25.1 | to report stronger than average seasonality in the fourth quarter of 2013. |
| 1:30.3 | If we assume an average month-over-month sales decline of 10% in December, |
| 1:35.0 | we estimate our apple barometer will grow sales by 28% quarter over quarter in the fourth quarter of 2013 or more than double the average |
| 1:44.8 | increase of 13% over the past eight years. In our view he continues the |
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