TF International analyst Ming-Chi Kuo says there will be a foldable iPad in 2024. Bloomberg’s Mark Gurman says there won’t. TMO Managing Editor Jeff Butts and Ken talk over the opposing sides. Plus a look at HomePod scarcity.
Ken_Ray
Articles by Ken_Ray
Market Share, Apple Shares, and Surf's Up
Checking iPhone shares in China, analysts send notes ahead of Apple earnings, and HomePod starts playing hard to get.
Virtual Assistant Issues and How/Why to Mastodon - TMO Daily Observations 2023-01-30
T.D.O.O.G. Jeff Gamet has a bone to pick with the likes of Siri and Alexa. Basically, he thinks they should be better. He joins Ken to talk about how and why. Plus – Ken has questions about Mastodon. Jeff has answers.
The iPhone Succeeds Where Others Falter and Chinese Censorship in Hong Kong
The iPhone surges despite a smartphone slump, while China flexes its censorship powers in Hong Kong. Plus, our podcast gets a special guest.
The State of Streaming with Charlotte Henry - TMO Daily Observations 2023-01-27
Friend of the show Charlotte Henry of The Addition (theaddition.substack.com) joins Ken to talk about streaming media. Is TV broken? Binge-TV or weekly viewing? Is Apple TV+ worth it? Hits, misses, and TV talk from both sides of the Atlantic.
Loosening Restrictions and Holding a Grudge
How over COVID is Apple? A “silent war” over a long held grudge, and “Mac OS Ken” turns 17. That’s what we see from the Observation Deck.
Holding a Grudge and Loosening Restrictions - TMO Daily Observations 2023-01-26
Secret sources tell the Financial Times that Apple is trying to lessen its ties with Google over feelings of betrayal tied to Android. TMO Managing Editor Jeff Butts and Ken discuss why it’s a good article anyway. Plus – Rumor has Apple loosening its COVID policies. Yay?
Evercore Loves the M2, the DoJ Goes After Google and More
One financial type loves Apple’s M2, the DoJ goes after Google, and Apple ushers in Data Privacy Day. That’s today’s Observation Deck view.
Movies and Mac Memory Lane - TMO Daily Observations 2023-01-25
It won’t be another CODA year at the Oscars, but Apple TV+ has been nominated for two Academy Awards. TMO writer Nick deCourville and Ken talk those over. Plus – the Mac was first shown off 39-years ago this week. Ken and Nick discuss their earliest Mac memories and want to hear yours, too! Email them in: [email protected]
Recapping Apple's OS Updates
Apple OS updates, banks eyeing Apple Pay users, and the bilingual, international, comic-book-based wine show you’ve been waiting for.
Examining Security Keys with Duane Waddle - TMO Daily Observations 2023-01-24
One of the biggest changes introduced in this week’s OS updates from Apple is the across the board option to use physical security keys for iPhone, iPad, and the Mac. Info-sec guy Duane Waddle joins Ken to talk about what they are, their implementation, and possible futures for the tech.
Pondering the Big Tech Layoffs
Morgan Stanley senses the dawn, a look at Big Tech’s big layoffs, and news of a couple of App Store investigations.
Looking at the Big Tech Layoffs - TMO Daily Observations 2023-01-23
Thousands of layoffs across the tech sector in recent weeks prompt a discussion between TMO Managing Editor Jeff Butts and Ken. That includes a sort of inspiring message from the head of Nintendo back in 2013, and wondering where Apple is in all of it. Plus – a short Mailbag Monday on supply chain diversification.
Lowered Targets and Strange Bedfellows
Targets drop on Apple shares, wheels are in motion for Apple manufacturing in India, and lots of new shows headed to Apple TV+.
From One Frying Pan to Another? - TMO Daily Observations 2023-01-20
India has given Chinese companies a green light that should help Apple grow manufacturing on the subcontinent. But, if it requires Chinese companies, is diversification into India really diversification? TMO Managing Editor Jeff Butts and Ken puzzle over that. Plus – a how-to on making use of HomePod’s temperature and humidity sensors.
Huge HomePod Heads Back to Market
The big HomePod returns, OS updates hit next week, and new offerings for Black History Month. That’s today’s view from the Observation Deck.
The Big HomePod Returns - TMO Daily Observations 2023-01-19
Apple has re-introduced the original form factor HomePod. TMO writer Nick deCourville and Ken talk over the new machine and changes coming to other HomePods. Plus – the story of an Apple Watch, a workout, and 15 cops.
New Macs, Changes at Foxconn and More Activity Challenges
New Macs and processors to power them, a change in Foxconn’s iPhone ranks, and so many activity challenges!
New Macs: From Rumor to Reality - TMO Daily Observations 2023-01-18
Monday’s rumors of new Macs were spot-on. TMO Managing Editor Jeff Butts and Ken talk over the new machines Apple introduced on Tuesday. Plus – as far as Apple’s concerned, an Intel-based Mac Pro is not worth what it used to be (nor what it still costs).
It Used to Be a Rumor
It’s new Mac Tuesday, notes from financial folk, and Apple honors MLK. That’s today’s view from the Observation Deck.
Whispers of New MacBook Pros and iPhone Sales - TMO Daily Observations 2023-01-17
With a new MacBook Pro announcement rumored for today, TMO Managing Editor Jeff Butts and Ken question what might make a laptop exciting again. Plus – continuing to size-up iPhone sales for the current quarter.
Crashing and Tweeting and Mailbag Monday - TMO Daily Observations 2023-01-16
Updates on the false Crash Detection calls coming from the ski slopes and Twitter nixing third-party clients start us off this week. Then, TMO Managing Editor Jeff Butts and Ken find mixed-reality, touchscreen MacBooks, and the US government waiting in Mailbag Monday.
Apple Financials, a Pay Cut for Tim Cook and More Apple TV+ Entertainment
Financial news around Apple, something is broken at Twitter, and Apple TV+ talk. That’s wrapping up the week on the Observation Deck.
How Many Operating Systems Does a Mixed Reality Need? - TMO Daily Observations 2023-01-13
Snippets of code in an Apple-made Windows app namecheck two AR/VR/MR related operating systems. TMO Managing editor Jeff Butts and Ken kick those around. First though, examining analyst sentiment around Apple. Grok the fullness. Grok it!
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