Reformas no Estado em máximos da troika

[bolo]

Bom, ao ler os discursos destes gajos fico com a impressão que nas horas vagas escrevem peças de teatro ou poesia tal é o relambório que utilizam para dizer duas ou três coisas. Gostava de saber quanto é que o show off pesa no pib norte americano, mas não deve haver dados oficiais!

Ulisses, o que é que resumes das palavras deste Cramer. qual é a tua opinião?

[Ulisses Pereira]

"Good News Is Bad News for Apple"

By Jim Cramer
RealMoney.com Columnist
5/23/2008 9:57 AM EDT

"ainful to see upgrades and positives on Apple (AAPL - commentary - Cramer's Take) today. Painful because we don't need some great positive being subsumed by the negative on a day before a weekend.

There's just not enough here to make a stand, and the positives will be overlooked.

I like the price point of the new phones. If they have iChat, then I think it could make most of the Motorola (MOT - commentary - Cramer's Take) and Nokia (NOK - commentary - Cramer's Take) product lines extinct, and the goal of 11 million units will be low.

I had liked the stock until it ships.



But the stock is tired, the news is getting too well disseminated after the Goldman conviction-buy-list move, and Apple would have come in even more than it has without this positive news. I wanted it to come in, and I was hoping to get some more shorts in the name to take it to a higher level right before the release. This research borrows the buying power and panics the shorts well in advance.

Opco is really positive talking big, big iPhone numbers, which is again what we don't want to see -- stealing from the upside.

Why even bother to think like this? Apple's a psych-out and timing stock. It is clearly overvalued on the numbers.

We could have had a fabulous ramp on a nice day, allowing a little trimming as the excitement builds (I don't think you can have the maximum position on going into the launch anymore, because it is too well known and widespread because of research like this).

Instead we get bupkis.

I would let some go into any strength. The secret is getting more and more out of the bag. "

(in www.realmoney.com)