CALDEIRÃO DE BOLSA

Neste momento estou sem acesso ao sistema para saber se os resultados da Intel foram acima ou abaixo.

e SE o mercado subiu na expectativa dos resultados da Intel, então....


buy the rumor, sell the news

um abraço

Brinde-nos com o gráfico da SNC

Nunca entendi esta preocupação de antever a evolução do mercado de forma tão condicionada a uma empresa americana . O nosso único contacto com esta realidade esta nos gráficos e nas conclusões que cada um vem tirando do conjunto de indicadores que utiliza . As noticias ,os boatos ,as especulações ,seja aonde for chegam mais rapidamente aos dealers do que a qualquer um de nos .

Por exemplo a subida da sonae.com deverá estar associada a uma possível alteração do panorama das telecomunicações moveis. No entanto nenhum de nos tem duvida que quando essa informação chegar ao mercado já os principais intervenientes terão tomado posiçoes no titulo . Resta-nos um grafico de preços , um volume e a forma como a as barras de preço se formam e se articulam entre si . Tudo o resto é deserto

AS

Mas os futuros começaram a perder 5 pontos e já estão unch

... costumam dar muito valor à reacção dum título no after-hours?
É que a Intel está neste momento a perder quase 1%...

u2u

Embora os resultados tenham sido acima das expectativas, tal como o revenue, vão reduzir a necessidade de compra aos seus fornecedores.
Assim, amanhã poderemos ter uma subida da INTC e queda dos semi's (caso da KLAC)

2 centimos acima das espectativas .teoricamente tocaria subir.

O que acham?
Resultados dentro do esperado ou melhores?
Sinónimo de continuação das subidas... ou retracção dos mercados...???

Intel Reports Fourth-Quarter and Annual Results; Fourth-Quarter Earnings Per Share $0.16

SANTA CLARA, Calif., Jan 14, 2003 (BUSINESS WIRE) -- Intel Corporation today announced fourth-quarter revenue of $7.2 billion, up 10 percent sequentially and up 3 percent year-over-year.

Fourth-quarter net income was $1.0 billion, up 53 percent sequentially and up 108 percent year-over-year. Earnings per share were $0.16, up 60 percent sequentially and up 129 percent from $0.07 in the fourth quarter of 2001.

Fourth-quarter net income excluding acquisition-related costs(1) of approximately $106 million was $1.1 billion, up 37 percent sequentially and up 6 percent year-over-year. Earnings excluding acquisition-related costs were $0.16 per share, up 45 percent sequentially and up 7 percent from $0.15 in the fourth quarter of 2001.

"2002 ended with a strong quarter," said Craig R. Barrett, Intel chief executive officer. "By successfully executing our strategies, it appears we have increased our market segment share in microprocessors, chipsets, graphics, motherboards, flash, PDA microprocessors and LAN-on-motherboard gigabit Ethernet connections.

"In 2003, we will continue to deploy advanced technology, further our silicon leadership, deliver industry-leading products, and improve our competitiveness and cost structure so we can continue to outperform now and when the economic picture improves."

The fourth-quarter 2002 results included a tax benefit of approximately $75 million related to small divestitures that closed during the quarter. The fourth-quarter 2001 results reflected charges for the amortization of goodwill, which is no longer amortized under generally accepted accounting principles (GAAP) with the adoption of FASB rule 142 at the beginning of 2002.

Intel will discontinue reporting earnings excluding acquisition-related costs beginning with its first-quarter 2003 earnings announcement. The goodwill provisions of FASB rule 142 have resulted in a substantial reduction in the difference between the company's earnings on a GAAP basis and its earnings excluding acquisition-related costs. Intel reported earnings excluding acquisition-related costs during 2002 to provide supplemental information on performance and a consistent basis for financial comparisons.

Full-Year Results

Revenue for 2002 was $26.8 billion, up 1 percent from $26.5 billion in 2001. Net income was $3.1 billion, up 141 percent from $1.3 billion in 2001. Earnings per share were $0.46, up 142 percent from $0.19 in 2001. The 2001 results reflect charges for the amortization of goodwill.

Net income for 2002 excluding acquisition-related costs was $3.5 billion, down 4 percent from $3.6 billion in 2001. Earnings excluding acquisition-related costs were $0.51 per share, down 2 percent from $0.52 in 2001.

Esta na hora de aguardar pelos resultados da Intel,que e o mesmo que dizer (na maioria dos casos) ,esperar para ver se isto amanha sobe ou desce!A ver vamos.