Mac OS Ken: 12.20.2017
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 20 December 2017
⏱️ 12 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | This is Mac OS Ken. |
| 0:07.0 | One sour note, one, One Future Store, and One Impressive iPhone. |
| 0:17.0 | It's Wednesday, the 20th of December, 2017. |
| 0:21.0 | I'm Kan Ray, and this is news from Maco West Ken brought to you by yours truly and sponsored by |
| 0:28.8 | Squarespace your place online start your free trial today at Squarespace.com, |
| 0:35.0 | Enter offer code Maco-West Ken to get 10% off your first purchase. |
| 0:40.0 | This show is also supported by people like you, patrons through Patreon. |
| 0:45.0 | Find out more and add your support at Patreon. |
| 0:50.0 | dot com slash MacoWest can. |
| 0:53.0 | Fortune, The Hill, CNBC, and Axios are among the many sources that think |
| 1:00.0 | Apple will be the biggest corporate beneficiary of the GOP tax plan, which is pretty much |
| 1:05.3 | passed through Congress and is on its way to the President for a signature. |
| 1:09.3 | Apple services are growing gangbusters, iPhone sales seem stellar, and did I mention the corporate tax cut? |
| 1:16.1 | With everything Apple has going for it on tax cut Eve, why did shares the Cupertino |
| 1:21.6 | company fall on Wednesday? |
| 1:24.0 | Because one guy, Instanette analyst Jeffrey Koval, issued a note saying it was time to sell. |
| 1:31.0 | Barons had the analyst issuing a note on Tuesday. |
| 1:34.8 | The way he sees it, the iPhone super cycle is slowing to coasting speeds. |
| 1:39.5 | While most Apple analysts see the supply demand balance for iPhone 10 as indicative of |
| 1:43.6 | Apple kicking production up a notch. Kavall thinks it actually reflects a lack of |
| 1:48.4 | demand. |
| 1:49.4 | Quoting his note, the iPhone 10 supply is coming into balance in just seven weeks. |
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