CALDEIRÃO DE BOLSA

Enviado: **23/1/2009 5:17**

Em 24 de Janeiro de 1984 a Apple apresentou o Mac, um novo computador que iria libertar o mundo da tirania IBM.

1984 não iria ser como o "1984" de George Orwell.

No "1984" de George Orwell uma nova tecnologia iria permitir ao Big Brother controlar tudo e todos. Estava enganado. Essa tecnologia é o PC. E o seu novo aliado - o telemóvel.

De certo modo a Apple acertou em cheio.

<object width="425" height="344"><param name="movie" value="http://www.youtube.com/v/OYecfV3ubP8&color1=0xb1b1b1&color2=0xcfcfcf&feature=player_embedded&fs=1"></param><param name="allowFullScreen" value="true"></param><embed src="http://www.youtube.com/v/OYecfV3ubP8&color1=0xb1b1b1&color2=0xcfcfcf&feature=player_embedded&fs=1" type="application/x-shockwave-flash" allowfullscreen="true" width="425" height="344"></embed></object>

PP: AAPL subiu hoje 6.7% num dia de quedas generalizadas.

PPS: Pelos vistos em 1984 ainda não tinha sido inventado o soutien desportivo...

Enviado: **22/1/2009 5:43**

A Apple (AAPL) subiu quase 12% no after-hours, chegou aos 90.7. After a apresentação de resultados do 4º trimestr de 2008 (1º T fiscal deles).

E não admira. Mesmo com crises financeiras e de saúde do Steve Jobs, os resultados não foram bons, foram espectaculares

Tiveram "só" o melhor trimestre de todos os tempos.

É de ver nos próximos dias se a alta se mantém. Se conseguir quebrar a barreira dos 100 pode voltar aos "bons velhos tempos"

Imagem

Apple’s Q1 2009 earnings call

The numbers are in. The headlines:

Revenue: $10.167 billion, up from $9.608 billion in Q1 2008
Profit: $1.605 billion, up from $1.581
EPS: $1.78 per diluted share vs. $1.76
iPods: 22.727 million (this is way higher than anyone predicted)
iPhones: 4.363 million, up 88% year-to-year (slightly below consensus)
Macs: 2.524 million (slightly above consensus)
Gross margin: 34.7%, no change
International sales: 46%
non-GAAP revenue: $11.8 billion
non-GAAP earnings: $2.3 billion
Cash: $28.1 billion, up $3.6 billion over Q4.

Macs. 9% growth, a lot better than the rest of the PC market, which contracted last quarter. Portables up 34%, desktops down 25%. (Last quarter desktops were up, making for a tough comparison.) IDC says desktops down 16% globally. Praises iLife and iWork. 3-4 weeks of Mac inventory

Music. 22.7 million iPods. Share of US market MP3 over 70% in December. Market share: 60% in Japan, 50% in Canada. 4-6 weeks inventory. iTunes Store had a record quarter. Biggest music quarter ever. App Store offers 15,000 apps. Downloads: more than 500 million, as reported last week.

4.4 million iPhones. 13.7 million for calendar year, beating the promised 10 million. Now selling in over 70 countries. Recognized revenue $1.25 billion for quarter. Competitors scrambling to catch up. Software is key ingredient. We’re years ahead.

Apple Stores. 46.7 million visitors, 14,000 per week. Rev 1.74 billion, up 2%. 251 stores, 10 countries. Opening 25 next fiscal year, most of them overseas.

Cash now $28.1 billion, up $3.6 billion over the last quarter. Cash flow $3.9 billion.