The China iPhone Ban Story Gets Silly - MOSK: 09.14.2023

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 14 September 2023

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- More Analyst Reaction to the "Wonderlust" Event - China Says Explicitly That There's No iPhone Ban - US Says China's iPhone Ban is Just So China - iPhone 15 Pro/Pro Max Add Support for India's NavIC - iPhone 15 Pro/Pro Max Nab iPhone 14's Easier Repairability - Hermès Adds New Leather Bands for Apple Watch Through Its Own Channels - New Olivia Rodrigo Video Shot on iPhone 15 Pro/Pro Max - Apple TV+ Outs Teaser for "For All Mankind" Season Four - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:05.0	Wonder Lost moves at Target.
0:09.0	The China iPhone Band Story gets silly, and some surprising features for the iPhone
0:15.7	15 Pro Line.
0:18.1	It is Thursday, the 14th of September, 2023.
0:21.9	I'm Ken Ray, this is news from Mecca West Ken brought to you by yours truly
0:29.7	and supported by people like you,
0:32.9	patrons through Patreon.
0:35.6	Find out more and at your support at Patreon.
0:39.2	dot com slash MacoWest Can. We pick up today where we left off yesterday, looking at
0:47.9	financial analysts looking at Apple's Wonder Lust event. That's the one earlier this week that brought us new models of iPhone,
0:55.9	new models of Apple Watch, and Mother Nature.
1:00.5	We talked yesterday about Reaction Notes gathered by Philip Almerdowitz, Apple 3.0.
1:06.0	Two notes of note were added to that list on Wednesday.
1:10.5	Morgan Stanley analyst Eric Woodring did not see much to sway the growing
1:14.2	cohort of bears that see China as big trouble for the Kubertino company,
1:19.2	while that, plus Apple's place in the DOJ trial that started this week against Google. that plus
1:25.0	crappy hardware sales of late aren't his favorite.
1:29.0	Woodring says his firm's overweight rating
1:32.0	reflects a longer termterm view that iPhone, services, and
1:36.9	gross margins will allow Apple to keep outperforming its peers.
1:43.0	Like the note says, Morgan Stanley has an overweight rating on Apple's shares.
	...

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