Mac OS Ken: 12.16.2015

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 16 December 2015

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Piper Jaffray Analyst Tries to Calm the iPhone Waters - Piper Jaffray Sees Higher Than Anticipated iPhone Lease Plan Adoption - Credit Suisse Analyst Unfazed by Dialog Data - AT&T Upping Grandfathered Unlimited Plan by $5 Per Month - 66 U.S. Banks and BJs Wholesale Club Activate Apple Pay - Apple Buys Small Silicon Fab in North San Jose - Samsung Appeals First Apple Patent Case with SCOTUS - Blommberg: Apple Has a Secret Display Design Facility in Taiwan - Have you subscribed to EYE Chart Radio Yet? You should! Find it in iTunes! - Bushel: Manage and protect your Apple devices anytime from anywhere. Learn more 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 a MACOS Ken.
0:07.0	Cal.
0:12.0	Calming the supply chain waters revisiting iPhone lease plans and R&D near and far.
0:19.6	It's Wednesday the 16th of December 2015.
0:22.0	I'm Ken Ray and this is news from Maco-S-Ken brought to you by
0:27.4	yours truly and sponsored by Bushle when IT is your task not your career
0:32.3	Bushle is your answer.
0:35.0	Find out more and sign up today at Bushle.com.
0:40.0	A warning from a Lincoln Apple supply chain led to another day of worry over Apple and iPhone.
0:46.0	Barons says dialogue semiconductor let investors know Tuesday that December quarter revenue would miss expectations due to weaker than
0:54.1	anticipated demand in its mobile systems segment. Dialogue did not mention
1:00.0	Apple specifically but Barron says Apple is known by the street to be 75% of
1:04.4	dialogue's revenue. Well you know what that means? No you don't. And reminding
1:11.1	I, you and everyone we knew of that fact was Piper Jaffray analyst Gene Munster.
1:16.7	The same Baron's piece had Mr Munster issuing a note saying Apple has previously said, and
1:21.0	we would agree that individual component suppliers are not
1:24.3	indicative of the health of the overall iPhone business. He's the sensible uncle with
1:30.0	whom you can talk. Sometimes.
1:33.8	Calming ripples in the supply chain was not the only point of Munster's missive.
1:37.5	He went on to say that concerns about the current round of iPhones are not really that big a deal. The big deal is how the next flagship iPhone does.
1:46.5	After ticking off a number of reasons, iPhone should be fine between now and September of 2016.
1:51.8	Switches from Android, iPhone owners who've been slow to upgrade, growth in China and emerging markets.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.