Why Let Context Ruin a Story? - MOSK: 10.17.2023
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 17 October 2023
⏱️ 14 minutes
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Summary
Transcript
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| 0:00.0 | This is moving into Mac O'S. Can. |
| 0:06.8 | Partial stories from Bloomberg and CNBC. |
| 0:12.4 | AI is moving into Mac apps and curses to Apple TV Plus. It is |
| 0:18.5 | Tuesday, the 17th of October, 2023. I'm Ken Ray and this is news from Maco West can brought to you by yours |
| 0:29.1 | truly and sponsored by simply safe Get 20% of your new system |
| 0:34.6 | when you sign up for Fast Protect Monitoring |
| 0:37.4 | at simply safe. |
| 0:38.9 | dot com slash Maco-Sken. This show is also supported by people like you, patrons through |
| 0:48.0 | Patreon. Find out more and at your support at patreon.com slash Maco West can. It's going to seem |
| 0:59.4 | like there are only three stories today but the first story is actually four or two if you do it the way |
| 1:04.9 | Bloomberg and see NBC did. Remember the level-headedness of Evercourt analyst |
| 1:10.7 | Ahmed Darien-Anney's take on iPhone sales. |
| 1:14.4 | Yeah, get ready to miss that. |
| 1:16.7 | I told you yesterday of the analyst pointing to stable demand |
| 1:19.8 | for the iPhone 15 Pro and Pro Max models versus a year ago across most geographies that was |
| 1:26.4 | despite a drop in weight times across the board for the pro end of the iPhone |
| 1:30.1 | 15 line with the shortest weights in China coming in between 18 and 21 days for |
| 1:36.0 | both the pro and the pro max. Going more negative than the evercore assessment are |
| 1:42.3 | two firms highlighted in a piece from |
| 1:44.3 | Bloomberg, Counterpoint Research and Jeffrey's group. Starting with the |
| 1:49.5 | Counterpoint Take, Bloomberg says sales of Apple's flagship device are down 4.5% compared with iPhone 14 over their first 17 days after release. |
| 2:01.0 | Market Tracker counterpoint research estimated in previously unreported figures provided |
... |
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