When "Neutral" Sounds Negative - MOSK: 10.17.2024

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 17 October 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- UBS Issues a Ho-Hum Note on iPhone - Jefferies Worries Over Google Payments to Apple That Night Not Stop - Apple Seeds New Public Beta of macOS Sequoia 15.1 - Apple Announces New Business Connect Communication Features - Apple’s People Person Punches Out - Bill Lawrence Talks Three-Season Arc for “Bad Monkey” - Securing iPhone Against Theft and More A.I. Shenanigans on Check No. 395 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OSKIN.
0:08.8	Negative note of neutrality on Apple.
0:11.8	Apple's People Person punches out and promising news for Bad Monkey.
0:17.0	It is Thursday, the 17th of October 2024.
0:21.0	I'm Kanray and this is news from Maco-S Ken brought to you by yours truly and supported by people like you
0:32.2	patrons through Patreon.
0:35.2	Find out more and your support at Patreon.
0:38.8	dot com slash Macoese Ken.
0:44.8	What the what the heck?
0:47.4	Over the past couple of days we've heard sentiment from J.P. Morgan organ analysts
0:50.7	Amique Chatterjee and Morgan Stanley analyst Eric Woodring indicating that apparent weakness upon the release of the iPhone
0:58.4	16 line should be discounted.
1:02.6	Chattergy referred to the apparent early weakness as an aberration,
1:06.7	while both Chattergy and Woodring saw lead times for iPhone last week
1:10.8	that were not getting shorter.
1:13.0	Apparently unimpressed is UBS analyst David Vote.
1:18.0	The fly ran a blurb on a note he wrote Wednesday,
1:22.0	and I got to say I find it frustrating.
1:25.4	Foe points out that wait times for iPhone 16 pro in the US and China currently
1:31.0	stand at 18 and 17 days respectively.
1:34.0	That is lower than weights for iPhone 15 pro this time last year,
1:39.0	which stood at 20 days in the US and 21 in China.
	...

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.