Como se combate o populismo? "Com eleições", responde Fukuyama

[Ertai]

Apple e AMD estão com uma volatidade interessante..

Ficam aqui os gráficos actualizados:

[jm_CALD]

No mercado tudo é possivel, o que ontem era mau hoje passou a excelente .

+ 9.12%

JM

[Ertai]

Quem diria que a Apple acabaria por recuperar das descidas de 10% no After e Premarket, e que a positiva AMD iria inverter completamente..

Os gráficos neste momento estão assim:

[Ertai]

Esta queda era das mais previsíveis. O mercado está inundado de leitores de mp3. Perde 11%.

Pode estar "inundado" mas um aumento de 60% ainda este ano de vendas do iPod, ainda mostra que existe muita procura..

Penso que foi mais o problema de não venderem 2 milhões de iPods (venderam 6 milhões mas esperavam que os stocks fossem esgotados).

Como a cotação já está bem alta, a boa situação da empresa foi descontada, e agora sofre com as mais valias...

[jarc]

Esta queda era das mais previsíveis. O mercado está inundado de leitores de mp3. Perde 11%.

[CAFLX]

Real-Time ECN Get Real-Time ECN for:




APPLE COMPUTER (RT-ECN)
Symbol: AAPL
Last Trade: 46.30 4:42PM ET
After Hours Change: 5.29 (-10.25%)
Today's Change: 4.07 (-8.08%)
Bid: 46.29
Ask: 46.30

[Ertai]

Continua com um grande crescimento de vendas do iPod, mesmo após a grande novidade já ter passado em 2004...

EPS 0,50 vs 0,37 acima do esperado mas pelos vistos foi o outlook que acaba por arrasar a cotação no after ($46,44 e a descer)

Apple Reports Fourth Quarter Results
Apple Concludes Best Quarter & Best Year in Company History

CUPERTINO, Calif., Oct. 11 /PRNewswire-FirstCall/ -- Apple® today announced financial results for its fiscal 2005 fourth quarter ended September 24, 2005, reporting the highest revenue and earnings in the Company's history. Apple posted revenue of $3.68 billion and a net quarterly profit of $430 million, or $.50 per diluted share. These results compare to revenue of $2.35 billion and a net profit of $106 million, or $.13 per diluted share, in the year-ago quarter. Gross margin was 28.1 percent, up from 27.0 percent in the year-ago quarter. International sales accounted for 40 percent of the quarter's revenue.

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Earnings per share benefited by $.12 from several tax items related to net deferred tax assets, tax reserves, and a revision to the full year tax rate estimated in prior quarters.

Apple shipped 1,236,000 Macintosh® units and 6,451,000 iPods during the quarter, representing 48 percent growth in Macs and 220 percent growth in iPods over the year-ago quarter.

For fiscal 2005, the Company generated revenue of $13.93 billion and a net profit of $1.335 billion, reflecting annual growth of 68 percent and 384 percent, respectively, and representing the highest annual revenue and net profit in the Company's history.

"We're thrilled to have concluded the best year in Apple's history, with 68 percent year-over-year revenue growth and 384 percent net profit growth," said Steve Jobs, Apple's CEO. "This is the direct result of our focus on innovation and the immense talent and creativity at Apple. We could not be more excited about the new products we're working on for 2006."

"We're very pleased to report 48 percent year-over-year growth in Mac shipments in Q4, as well as our 10th consecutive quarter of record iPod sales," said Peter Oppenheimer, Apple's CFO. "Looking ahead to the first quarter of fiscal 2006 which will span 14 weeks, we expect revenue of about $4.7 billion. We expect GAAP earnings per diluted share of about $.46, including an estimated $.03 per share expense impact from non-cash share-based compensation, translating to non-GAAP EPS of about $.49."

Apple will provide live streaming of its Q4 2005 financial results conference call utilizing QuickTime(TM), Apple's standards-based technology for live and on-demand audio and video streaming. The live webcast will begin at 2:00 p.m. PDT on Tuesday, October 11, 2005 at http://www.apple.com/quicktime/qtv/earningsq405/ and will also be available for replay. The QuickTime player is available free for Macintosh and Windows users at www.apple.com/quicktime .

This press release contains forward-looking statements about the Company's estimated revenue and earnings as well as the estimated expense impact of adoption of SFAS 123R for the first quarter of fiscal 2006. These statements involve risks and uncertainties and actual results may differ. Potential risks and uncertainties include continued competitive pressures in the marketplace; the effect competitive and economic factors and the Company's reaction to them may have on consumer and business buying decisions with respect to the Company's products; the ability of the Company to make timely delivery of new programs, products and successful technological innovations to the marketplace; the continued availability on acceptable terms of certain components and services essential to the Company's business currently obtained by the Company from sole or limited sources including G4 and G5 microprocessors; possible disruption in commercial activities caused by terrorist activity and armed conflict, such as changes in logistics and security arrangements, and reduced end-user purchases relative to expectations; possible disruption in commercial activity as a result of natural disasters or major health concerns including epidemics; risks associated with the Company's retail initiative including significant investment cost, uncertain consumer acceptance and potential impact on existing reseller relationships; the effect that the Company's dependency on manufacturing and logistics services provided by third parties may have on the quality, quantity or cost of products manufactured or services rendered; the Company's reliance on the availability of third-party music content; the ability of the Company to successfully evolve its operating system; the ability of the Company to make timely delivery of new products with Intel microprocessors and related hardware and software technological changes and innovations to support Intel microprocessors; the development and availability on acceptable terms of components and services essential to enable the Company to deliver products based on Intel microprocessors in a timely manner; the Company's dependency on third-party software developers to timely develop future applications that support Intel microprocessors and Power PC microprocessors; and the potential negative impact the transition of all Macs to Intel microprocessors by the end of 2007, or the announcement of such transition, might have on sales of current or future Mac products with Power PC processors. More information on potential factors that could affect the Company's financial results is included from time to time in the Company's public reports filed with the SEC, including the Company's Form 10-K for the fiscal year ended September 25, 2004, the Company's Form 10-Q for the quarter ended December 25, 2004, the Company's Form 10-Q for the quarter ended March 26, 2005, and the Company's Form 10-Q for the quarter ended June 25, 2005. The Company assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.

Apple ignited the personal computer revolution in the 1970s with the Apple II and reinvented the personal computer in the 1980s with the Macintosh. Today, Apple continues to lead the industry in innovation with its award- winning desktop and notebook computers, OS X operating system, and iLife and professional applications. Apple is also spearheading the digital music revolution with its iPod portable music players and iTunes online music store.

NOTE: Apple, the Apple logo, Mac, Mac OS, Macintosh, Power Mac and QuickTime are trademarks of Apple. Other company and product names may be trademarks of their respective owners.

[Ertai]

AAPL $47.23 no After a descer 7%

Ainda não saiu os dados mas certamente que alguma coisa não foi boa

[Ertai]

AMD teve resultados acima do esperado 0,18 vs 0,08

Foi interrompida no afterhours para ser dada a comunicação e deverá resumir daqui a uma hora ou duas (será de esperar uma boa subida)

AMD Reports Third Quarter Results

Tuesday October 11, 4:15 pm ET
EPS of $0.18 Driven by All-Time Record Sales of $1.523 Billion
44 Percent Year-on-Year Sales Growth in Microprocessors Highlighted by Accelerated Mobile Processor Sales

SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 11, 2005-- AMD (NYSE:AMD - News) today reported sales of $1.523 billion and net income of $76 million, amounting to $0.18 per diluted share, for the quarter ended September 25, 2005.

Third quarter sales were up 23 percent compared to the third quarter of 2004 and increased 21 percent from the second quarter of 2005. In the third quarter of 2004, AMD reported sales of $1.239 billion and net income of $44 million, or $0.12 per diluted share. In the second quarter of 2005, AMD reported sales of $1.260 billion and net income of $11 million, or $0.03 per share. Operating income in the third quarter of 2005 was $79 million as compared to operating income of $68 million in the third quarter of 2004 and an operating loss of $7 million in the second quarter of 2005.

"This was another record-breaking quarter for AMD's microprocessor business," said Robert J. Rivet, AMD's chief financial officer. "Exceptional customer demand for our server, mobile and desktop processors helped drive microprocessor sales growth of 44 percent compared to the third quarter of 2004 and 26 percent compared to the second quarter of 2005. We established new quarterly records in unit and dollar sales, gross margin and operating income."

"Memory Products Group sales decreased 4 percent from the third quarter of 2004 but increased by 12 percent compared to the second quarter of 2005, driven by higher overall unit sales and record MirrorBit(TM) Flash sales. Increased shipments of high-density MirrorBit Flash solutions to the largest wireless OEM customers and a more balanced supply and demand environment helped stabilize the average selling price during the quarter," Rivet continued.

BUSINESS OVERVIEW

Third quarter gross margin was 41 percent compared to 40 percent in the third quarter of 2004 and 39 percent in the second quarter of 2005. The increase was due to improved gross margins in both our microprocessor and Flash memory businesses.

Record Computation Product Group (CPG) sales of $969 million increased 44 percent from $673 million in the third quarter of 2004 and increased 26 percent from $767 million in the second quarter of 2005. CPG generated record operating income of $209 million in the third quarter, up from $89 million in the third quarter of 2004 and $110 million in the second quarter of 2005. CPG's third quarter sales growth was driven by record server, mobile and desktop processor sales and a more than doubling of sales to large global OEM accounts compared to the third quarter of 2004. Record mobile processor sales were largely the result of a 72 percent increase quarter-on-quarter in AMD Turion 64(TM) mobile processor sales. Geographically, sales were especially strong in high-growth markets including Russia, India and Greater China.

Memory Products Group (MPG) sales of $516 million decreased 4 percent from $538 million in the third quarter of 2004 and increased 12 percent from $462 million in the second quarter of 2005. MPG reduced its operating loss to $50 million, from an operating loss of $90 million in the second quarter of 2005. The revenue increase over the second quarter of 2005 was driven by record unit sales, increased purchases by the largest global wireless OEMs, and a richer product mix. MirrorBit Flash sales increased 35 percent from the second quarter of 2005 on improved unit volumes and ASPs.

ADDITIONAL HIGHLIGHTS OF THE QUARTER

* AMD continued to expand the breadth of its industry-leading AMD64 product portfolio, introducing in the quarter more than 20 new AMD Opteron(TM), AMD Turion 64, and AMD Athlon(TM) 64 processors.
* Based on overall performance and performance-per-watt leadership in the x86 server market, commercial adoption of AMD64 technology continues at a rapid pace. Today, more than 85 of the top 100 companies on the Forbes Global 2000 or their subsidiaries use AMD products. Companies that have recently joined these growing ranks include Saudi Aramco, Fidelity National Financial, Liberty Media, Manulife Financial of Japan, SKF Group and United Parcel Service.
* Key global OEMs continued to expand their portfolios of AMD Opteron processor-based systems. Sun Microsystems introduced its new "Galaxy" family of servers and workstations powered by AMD Opteron multi-core processors. Fujitsu Siemens Computers also launched a new series of workstations based on the AMD Opteron processor.
* Sun named AMD "Supplier of the Year" for extraordinary contributions to Sun's stellar record of delivering top-quality technology and service to its customers.
* AMD introduced the AMD Commercial Stable Image Platform (AMD CSIP) program. The AMD CSIP program offers a 15-month disk image stability period that reduces the number of platform configurations an IT organization must support while improving system manageability, lowering IT costs and increasing end-user productivity.
* The AMD64 platform added to its long roster of awards. AMD's industry-leading dual-core processors received a 2005 Popular Mechanics Breakthrough Award and were chosen to power the 10th annual Maximum PC Dream Machine. AMD also received "Best of Show" honors for best overall presence and products at Gartner Group's Mid-Size Enterprise Summit.
* Spansion demonstrated 1Gb ORNAND(TM) Flash memory based on 90 nanometer (nm) MirrorBit technology.
* Casio Hitachi Mobile Communications began selling cellular handsets incorporating 512 Mb of Spansion MirrorBit NOR Flash memory, the highest-performance two-bit-per-cell technology currently in production.
* Spansion and Taiwan Semiconductor Manufacturing Company (TSMC) announced a manufacturing agreement that will augment Spansion's internal production of its 110 nm MirrorBit technology.

[Ertai]

Vamos ter earnings dentro de minutos destas duas empresas..

Actualizações para quando sairem os dados... Cumps