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But Just Wait 14 Months – TMO Daily Observations 2022-12-02

But Just Wait 14 Months - TMO Daily Observations 2022-12-02

Ken_Ray · 3:00 AM EST, Dec 2nd, 2022 · Add Comment

Want a positive spin on the current quarter? Ken tries to convince TMO Managing Editor Jeff Butts how great things will look for Apple in Q1FY24 – provided nothing goes wrong. Also – Android is getting one communications app to rule them all (and ditch the green text bubbles). Jeff fills us in on Sunbird.

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Podcast
Protests in China and Chipmaking in Arizona – TMO Daily Observations 2022-11-28

Protests in China and Chipmaking in Arizona - TMO Daily Observations 2022-11-28

Ken_Ray · 3:00 AM EST, Nov 28th, 2022 · Add Comment

“iPhone City” isn’t the only city in China seeing protests. TMO Managing Editor Jeff Butts joins us to talk societal issues, Foxconn issues, and issues for Apple investors. Then, a Mailbag Monday question from Johnny: If chipmaking needs water, why are chipmakers going to Arizona?

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Podcast
What a Week Monday Was – TMO Daily Observations 2022-11-22

What a Week Monday Was - TMO Daily Observations 2022-11-22

Ken_Ray · 3:00 AM EST, Nov 22nd, 2022 · Add Comment

Bad news and interesting topics to tackle Tuesday. TMO Managing Editor Jeff Butts joins Ken to discuss a tragedy at a Boston-area Apple Store, whether Apple can keep outperforming the markets, processors coming out of the Arizona desert, and Bob Iger’s return as CEO of Disney.

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Amidst Economic Uncertainty, Some Financial Analysts Lower Expectations for Apple
News

Amidst Economic Uncertainty, Some Financial Analysts Lower Expectations for Apple

Jeff Butts · 5:14 PM EST, Nov 21st, 2022 · Add Comment

As worries grow about the economy, financial analysts begin to lower their expectations for Apple continuing to grow its market share.

Cool Stuff Found
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  • 'PDF Expert' for iOS Lets You Convert PDFs to Word, More
  • PSA: Neil Young Still on Apple Music, Amidst Joe Rogan Spotify Row [Updated]
  • 'Everyone But Jon Hamm' is The Best Apple TV+ Advert Yet
  • Tripp Mickle's Book 'After Steve' Covers Apple's Rise to Trillions
  • Revealed: The Full Voicemail Message Jon Hamm Left For Tom Hanks
Two Takes on Apple Shares and Eyeing the Twitter Situation
The Observation Deck

Two Takes on Apple Shares and Eyeing the Twitter Situation

Ken_Ray · 2:38 PM EST, Nov 21st, 2022 · Add Comment

Foxconn struggles with space issues, Barron’s offers two takes on Apple stock, and what the heck’s going on with Twitter? All that and more from today’s Observation Deck view.

Podcast
Two Takes on AAPL and Solutions to the Twitter Issue – TMO Daily Observations 2022-11-21

Two Takes on AAPL and Solutions to the Twitter Issue - TMO Daily Observations 2022-11-21

Ken_Ray · 3:00 AM EST, Nov 21st, 2022 · Add Comment

Will Apple buoy the markets or is it set to sink? Two pieces from Barron’s argue both sides. TMO Managing Editor Jeff Butts joins Ken to talk them over. Plus – An Apple exec has left Twitter and a former president is invited to return. How likely are Apple and Google to keep a check on the birdhouse?

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Calm in the Wake of Apple’s Sunday Warning
The Observation Deck

Calm in the Wake of Apple's Sunday Warning

Ken_Ray · 3:30 PM EST, Nov 8th, 2022 · Add Comment

Owning up to when I’m wrong, Foxconn underreports COVID-19, and the father of the iPod joins Arm. That and more, from the Observation Deck.

Podcast
Minus One Bloodbath Plus One Chaotic Mess – TMO Daily Observations 2022-11-08

Minus One Bloodbath Plus One Chaotic Mess - TMO Daily Observations 2022-11-08

Ken_Ray · 3:00 AM EST, Nov 8th, 2022 · Add Comment

TMO Managing Editor Jeff Butts joins Ken to talk about how wrong Ken was about Apple shares after the weekend iPhone warning. Then, Jeff has many, many thoughts on the chaotic mess than has been Elon Musk’s handling of Twitter.

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More Money, More Problems for iPhone City
The Observation Deck

More Money, More Problems for iPhone City

Ken_Ray · 2:07 PM EDT, Nov 2nd, 2022 · Add Comment

More money/more problems for Foxconn and its folks, a couple of concerns for Apple’s App Store, and a lot going on around Apple TV+ for kids.

Podcast
A Louder iPhone City and Considering the Plastic iPad – TMO Daily Observations 2022-11-01

A Louder iPhone City and Considering the Plastic iPad - TMO Daily Observations 2022-11-01

Ken_Ray · 3:00 AM EDT, Nov 1st, 2022 · Add Comment

Concerns around iPhone production and COVID lockdowns have grown louder since the weekend. TMO Managing Editor Jeff Butts joins Ken to talk through some of those. Plus – was Apple right to shelve a plastic iPad?

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