João Leão defende investimento da Segurança Social em dívida pública

[atomez]

Afinal o pico relativo antes da apresentação de novos produtos ficou um pouco abaixo do esperado -- 265, eu esperava 275-280.

Agora está como de costume a retrair após a apresentação. Costuma ser um bom momento de entrada porque 1 mês ou 2 a seguir retoma.

A não ser que o mercado em geral caia por aí abaixo. Um problema da AAPL é que já atingiu uma dimensão tal (2º maior market cap americano) que os grandes fundos e índices têm grande peso nela (71%) e arrastam-a para baixo e para cima em linha com o mercado em geral.

O próximo ponto alto deve ser antes da apresentação dos resultados trimestrais em meados de Julho que devem ser acima do esperado devido ao sucesso do iPad.

[atomez]

New iPhone Faces High Expectations

Many details of Apple Inc.'s new iPhone are already widely known, but expectations are high for the fourth-generation smartphone's official unveiling this week at Apple's Worldwide Developers Conference.

As he has in the past, Chief Executive Steve Jobs will be kicking off the annual event with a keynote talk on Monday. But unlike in previous years, attendees already know at least part of what to expect, thanks to a report in April by Gawker Media LLC's Gizmodo blog, which published photos and descriptions of a next-generation iPhone found in a Silicon Valley bar.

Apple is expected to unveil a new iPhone that is thinner with a flat back, higher resolution display and a front-facing camera. Apple watchers also expect to see more details about the new iPhone OS 4.0 operating system, the new iAd advertising service for App Store apps and the Game Center social-networking feature.

Analysts believe that the phone will be priced at a similar range as the current iPhone 3GS, which starts at $199, with the iPhone 3GS price cut to $99. Analysts are optimistic that the price, combined with AT&T Inc.'s new data prices, which lower the entry-level monthly service rate, could accelerate demand beyond the strong triple-digit growth the phone has been seeing.

Wall Street expects Apple to sell about 36 million iPhones in its fiscal year ending Sept. 30.

[atomez]

Amanhã vai ser a apresentação de novos produtos, serviços, software da Apple. Vamos ver o que vai ser apresentado, rumores há imensos como de costume.

"You won't be disappointed" disse Steve Jobs.

E vamos também ver como vai ser o intraday da AAPL.

Entretanto aqui fica uma entrevista recente com o Steve Jobs.


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Continua aqui

[atomez]

Estrutura do novo iPhone 4G aparece... em Portugal!

Exclusivo – Chassis do iPhone 4G

Estão muitos dos leitores a perguntar onde foi descoberta esta peça e quanto custou, na verdade ela não foi encontrada mas sim comprada numa viagem à China. O preço não revelaremos.

Aqui no iPhonePT tivemos acesso a um dos componentes mais vistosos a nível de design, do novo iPhone 4G.

A forma como assenta na mão é fenomenal, é mais estreito que os iPhones anteriores, mesmo que o 2G e sabemos que a largura será esta visto que os componentes em falta apenas alterarão a espessura do iPhone 4 (Em pouquíssimos milímetros).

A peça é muito leve, é feita em alumínio com um nível de detalhe muito elevado, nas bordas do aro vemos um pequeníssimo corte para que o aro não ficasse demasiado vincado, ao estilo mac book pro.

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[Quico]

A diferença entre o Steve Jobs e o Bill Gates é que um engenheiro pode tornar-se num vendedor, mas um vendedor nunca será um engenheiro.

Por alguma razão há cursos de gestão para engenheiros mas não há cursos de engenharia para gestores...

He, he, he!

Bem visto!

[atomez]

A diferença entre o Steve Jobs e o Bill Gates é que um engenheiro pode tornar-se num vendedor, mas um vendedor nunca será um engenheiro.

Por alguma razão há cursos de gestão para engenheiros mas não há cursos de engenharia para gestores...

Apple’s Lesson: Be Cool With Capital

Apple’s stock has risen ten-fold over the last decade, a period during which Nasdaq lost 56%. At one level, this run is the natural outcome of a string of great product releases. But it’s also a lesson in how consumer tech companies should allocate capital.

All companies must invest to stay relevant, but investments are too often made in the hope of keeping a technological edge on competitors or entering new business segments. Such considerations are always secondary for Apple; the primary consideration is always identifying and satisfying unmet customer needs. The distinction sounds fluffy and abstract, but the resulting difference in returns is concrete.

Consider, by way of example, that in the last decade Microsoft has bought 104 companies versus Apple’s 11.

What’s more, over the same period, Apple has spent $8 billion, or one ninth of Microsoft, on R&D — and yet came out with three radical new products that now dominate their categories.

What’s Apple’s secret sauce?

It’s not technology, contrary to popular belief. Instead, Apple’s obsessive focus on user experience is the horse that pulls the technological cart. Customers could not easily download and store music before the iPod, or easily access the Web on a mobile device before the iPhone. Apple saw that, and delivered these experiences first — even though it invented neither digital music files nor mobile browsers.

This kind of innovation, focused on giving the customer something genuinely new, allows Apple to not only sell devices, but also determine the Web-based ecosystem in which customers use those products. The iPod launched alongside the iTunes store, the iPhone with the apps store, and the iPad with the iBook store. The stores keep customers with Apple. Changing devices is easy; changing your online ecosystem is not.

Competitors typically focus on one-off innovations or incremental improvements in already crowded markets. Microsoft’s software runs on millions more laptops than Apple’s, but Windows remains a platform on which customers access other companies’ sales channels and Web environments.

Apple is not at the forefront of technology.

In fact, Apple has often chosen to delay introducing existing or new technologies so as not to compromise the basic user experiences such as battery life, speed, reliability. For just these reasons it came to market after Palm Inc. with a smartphone capable of running multiple applications simultaneously.

That’s in stark contrast to Microsoft’s recent failures, such as its much hyped Vista operating system, which looked flashy but frustrated users.

Despite its massive cash hoard, Apple has maintained a surprisingly disciplined M&A strategy. It has stayed away from large horizontal acquisitions that would have pushed the company into areas where it would struggle to offer something new. It has not thrown money at search, for example, as Microsoft has.

Where it has looked to expand, Apple has been disciplined. It reputedly refused to push up its bid for mobile advertising leader AdMob, which was ultimately scooped up by Google for $750 million.

Even where Apple has invested, such as its new chip design team, built partly with acquisitions, it has followed a fairly cautious strategy of building a small unit while outsourcing the bulk of its chip making to heavyweight Intel Corp. — at least until its in-house design capability is strong enough.

What’s the Apple lesson for CEOs of consumer technology firms?

M&A and capital allocation decisions should not just be driven by changes in the competitive or technological landscapes. Companies that focus on what the latest technology can do, and who owns that technology, will always be playing catch-up. Instead, think about what customers would like to do, but can’t do yet. Then invest to meet that need.

[atomez]

Apple sells 2m iPads in two months

A strong international debut for Apple ’s iPad had lifted sales of the tablet computer to 2m since its US launch two months ago, the company said, a rate exceeding the most recent public figures for its flagship Mac laptop and desktop computers.

Monday’s disclosure followed three full days of sales in the UK, Germany, Japan and six other nations. It showed that the Silicon Valley company has taken advantage of the anticipation and long queues in many countries in spite of supply limitations in the US.

Analysts who projected sales of 1.5m units for the quarter ending in June might revise their projections upwards on Tuesday, providing a possible further boost to Apple’s stock market value.
...

[atomez]

O interesse de pôr aqui esto não é publicidade, é que normalmente antes da apresentação de novos produtos as acções da Maçã costumam subir bem.

AT&T confirms to employees new iPhone launching in June

Title says it all, but you didn’t really need a confirmation, did you? The phone will be available for purchase in June, not July, and from what we’ve heard, it won’t even be late June.

[atomez]

Previa-se que isto acontecesse até ao final do ano, afinal foi muito mais rápido!

Nem foi por uma grande subida da AAPL, a MSFT é que caiu mais que o esperado...

A este ritmo a AAPL ainda chega a #1 este ano

Apple Overtakes Microsoft in Market Capitalization

May 26 (Bloomberg) -- Apple Inc., the computer maker turned mobile gadgeteer, overtook Microsoft Corp. to become the most valuable technology company on optimism the company will keep adding customers for its iPhone, Macintosh computer and iPad.

Apple’s market value reached $225.1 billion, surpassing Microsoft’s $222.3 billion at 3 p.m. New York time in Nasdaq Stock Market trading. That makes Apple the most valuable technology firm in the world. It’s also the second-largest U.S. stock by market value, behind oil company Exxon Mobil Corp., valued at $280.6 billion on the New York Stock Exchange.

After a 16 percent gain this year, Apple’s stock climbed to $252.13 in intraday trading today. Chief Executive Officer Steve Jobs last month said profit almost doubled and sales soared 49 percent on demand for the iPhone. The results don’t yet include the iPad, which went on sale after the close of the second quarter for the Cupertino, California-based company.

Jobs, 55, said Apple sold more than 1 million tablets in the U.S. in the first 28 days after its April 3 debut and that demand is outpacing supply. The iPad goes on sale outside the U.S. later this week.

Apple’s rise came as Redmond, Washington-based Microsoft slipped as much as 5.5 percent to $24.64 in Nasdaq trading. The world’s largest software maker last month said third-quarter sales rose 6.3 percent to $14.5 billion, below the most optimistic estimates. While both profit and sales exceeded the average estimate of analysts in a Bloomberg survey, some investors held out for larger gains, said Dave Stepherson, a fund manager at Hardesty Capital Management in Baltimore.

[atomez]

... no entanto, caso a Nokia e HTC ganhem nas acusações que fazem o iPhone terá que ser todo reestruturado

Estás a dar demasida importância a isso. Se vires o que se passa no sector tecnológico americano ao longo de muitas décadas estão permanentemente a haver processos e contraprocessos de patentes entre as empresas, em especial as que têm muito cash, e esses processos nunca levaram à falência de ninguém. Nos casos sérios acabam por chegar a acordos extra-judiciais.

Além do que essa informação é pública e já está incorporada na formação do valor das acções pelo mercado.

Em minha opinião isso acontece porque os advogados americanos têm de fazer pela vida e por lá esse sector é de cortar à faca! Uma história quase anedótica -- conheço uma assistente na UC Irvine que teve alunos a recusar fazer um trabalho de investigação porque os respectivos advogados lhes disseram que isso ia violar algumas patentes... e ela teve que aceitar!


Este tópico tem um problema com a mudança de página. Para ver o post seguinte clicar em:

http://caldeiraodebolsa.jornaldenegocios.pt/viewtopic.php?t=59663&start=550

[SexPistolsPT]

Hey atenção, sou "muito fã" do Jobs! Sem ele, acho que as teorias do design e de concepção não tinham avançado grande coisa nos últimos 5/6 anos O que é facto é que vivemos num mundo de modas, e estamos a passar a moda do MacBook e tal... no entanto, caso a Nokia e HTC ganhem nas acusações que fazem o iPhone terá que ser todo reestruturado e não terá a tecnologia de ponta que neste momento tem na transmissão de dados porque pelos vistos está a usar umas 5 patentes da Nokia nesse campo, que só por acaso, são as melhores tecnologias do mercado na transmissão de dados. E claro, terá sempre aquela quota de mercado, que pode voltar a ser mínima, porque quer queiramos quer não... a Google está imbatível e traz ai uns novos telemóveis, antecipou-se na Google TV e será um passo até ter PC's (o OS para computadores já está aí à porta)

Já agora Atomez, esse gráfico deve ter expirado:
http://arstechnica.com/apple/news/2010/ ... market.ars

http://www.agenciafinanceira.iol.pt/por ... -5282.html

http://www.guardian.co.uk/technology/20 ... ple-iphone

[atomez]

O Steve Jobs é como o José Mourinho -- pode não se gostar dele por isto e por aquilo, mas o que é certo é que apresenta resultados.

O Android está a ganhar market share, é um facto, mas isso é à custa da Nokia, para desconsolo dso finlandeses e algumas patas de arribação





PS: Hoje está um dia muito no vermelho... esperemos que passe

[SexPistolsPT]

Alguns factores que neste momento estão contra a marca. 1º foi processada por gigantes como Nokia e HTC pelo uso de patentes das mesmas. 2º porque os dispositivos móveis com o SO Android já tem mais quota de mercado que iPhone, iPod, etc (já agora, o Android detém 28% da quota de mercado, ultrapassando a quota de mercado da Apple que é de 21%. Só a BlackBerry bate a Google, com 36% da quota de mercado). Depois de todos estes factores, vem o fartote social que começa a ficar aborrecido com as manias de concepção do Sr. Jobs, que teima em lançar à força toda nas primeiras edições uns pseudo-produtos, que mais parecem prototipos, sem features essenciais no mundo de hoje, acabando por adicioná-los depois.

[Ulisses Pereira]

Sex Pistols, porquê? O essencial no Caldeirão são os argumentos.

Um abraço,
Ulisses

[SexPistolsPT]

Ou muito me engano ou mais umas semanas e vem por aí a baixo...

[atomez]

Hoje foi um dia tipicamente "aapliano" -- subiu quase 2% com os mercados em geral a cair. Estas subidas contra a corrente costumam ser prenúncio de boas subidas a seguir.

O motivo parece ter sido o rumor que a Apple irá anunciar o novo iPhone 4 na conferência WWDC em 7 de Junho. Factores:

-- já está confirmado que será o Steve Jobs a fazer a apresentação de abertura

-- vários retalhistas deixaram de receber os actuais modelos iPhone para escoar o stock existente

Tecnicamente está em posição para subida com o RSI abaixo dos 50%.

A minha pequena previsão é que irá subir nas próximas 2 semanas aí até aos 275 - 280 (wishful thinking, porque se o mercado em geral cair então não).

Até já há analistas com target nos $400 a um ano de vista...

Continued iPhone growth could push Apple stock to $400

Morgan Stanley analyst Katy Huberty said Monday she believes iPhone market share growth, including in the enterprise market, along with strong initial demand for the iPad will push Apple stock to $310, but her "bull case" scenario shows it going even higher, to $400.

Huberty's latest note to investors notes a survey that found 58 percent of iPhone customers plan to upgrade their iPhone in the next year, up significantly from the 18 percent who said the same in 2008. That's a difference of 18 million new sales in calendar year 2011.

Huberty continues to believe that a price cut for the iPhone would produce great benefits for Apple. She sees U.S. demand alone increasing by 40 percent with either a $50 price drop for the handset, or a $20 cut in service plan costs.

Morgan Stanley's "base case" for Apple stock, which projects it to rise to $310, includes only a price cut for the iPhone hardware. But the bull case, where AAPL skyrockets to $400, assumes a more aggressive price reduction in both hardware and service on Apple's part.

In addition, Huberty believes that the addition of Verizon as a carrier in the U.S. could offer Apple another 7 million unit sales. She believes that 17 percent of Verizon customers would upgrade to the iPhone if the option were available. Huberty's base case assumes the iPhone won't debut on the Verizon network until the second half of 2011, while the bull case includes a debut in the first half of 2011.

Apple was also added to Morgan Stanley's "Best Idea" list, highlighting it as one of the best options on Wall Street. The Apple upgrade is quite a change for Huberty from just a few years ago, when she was notoriously negative on AAPL stock, suggesting the iPhone was too expensive even at a $199 price point. In late 2008, she predicted that iPhone sales would suffer because Apple had priced the product too high.

But in 2009, the analyst turned positive on Apple, stating that the company had become the "clear leader in the battle over the mobile Internet."

[Fingerspitzengefuhl]

Eu não compraria Apple como um investimento a médio prazo.

A generalidade das acções dos EUA, e sobretudo o SP500 estão num momento bastante delicado, em segundo lugar aquela vela no gráfico diário que toca nos 200$ não me inspira confiança nenhuma mesmo.

Por outro lado penso que o sucesso da Apple tem um forte componente de moda/marketing que mais tarde ou mais cedo irá enfraquecer, os produtos têm bastante qualidade, mas a relação preço/qualidade é, a meu ver, bastante inferior aos concorrentes.

[atomez]

A Apple pode tornar-se a maior empresa americana ainda este ano.

Apple May Soon Be the Largest U.S. Company

Apple (AAPL: 254.22, +0.40, +0.15%) is suddenly America's third-largest company by stock market value. Over the past three years, its shares have more than doubled in price, while those of No. 2 Microsoft (MSFT: 28.94, +0.01, +0.03%) and No. 1 Exxon Mobil (XOM: 63.27, -0.33, -0.51%) have fallen slightly. If that trend continues, Apple will be America's largest company by year's end.

That is surely one of the most dramatic corporate turnarounds in history. Cupertino, Calif.-based Apple wasn't quite near bankruptcy, as is sometimes said, when Steve Jobs returned 13 years ago as its chief executive and a $150 million investment by Microsoft provided the company with fresh operating cash. But its future was much in doubt.

"I'd shut it down and give the money back to the shareholders," said Michael Dell in 1997 to an audience of several thousand information technology managers. Today, the computer maker that bears Dell’s name ranks No. 78 among U.S. companies by stock market value. Roughly speaking, Apple is worth eight Dells.

Of course, just where Apple ranks by size depends on how one defines size. If sales are a better measure of economic weight than stock market value (they're definitely a less fickle one), then Apple is No. 42 -- four spots below Dell. Perhaps that's not a fair comparison, though. Apple turns a whopping 29 cents of each sales dollar into operating profit, versus a nickel for Dell. However, even ranked by net profit, Apple isn't among America's top 10 companies.

That raises a common question about the stock: Have its popularity and price gotten ahead of its underlying economic value? To some, Apple shares look too expensive. But not to Wall Street's prognosticators. According to a Thomson poll, 37 of 43 analysts who publish recommendations on the stock currently advise investors to buy. Among those fans are 15 who strongly recommend a purchase.
If this overwhelming majority is right and Apple indeed becomes America's largest company, it will mark a fascinating transition. During the 1980s, the No. 1 spot was held by IBM (IBM: 130.44, -0.75, -0.57%) and, briefly, by AT&T (T: 25.77, +0.37, +1.45%). In the '90s, the title mostly went to General Electric (GE: 17.56, -0.08, -0.45%) or Exxon, until the last two years of the decade, when a run-up in technology shares put Microsoft on top. Since 2006, following a sharp rise in oil's price, Exxon has led by a wide margin.

Apple is unlike any of these companies for at least three reasons. First, the overwhelming majority of Apple’s sales are made to individual shoppers, with businesses, governments and institutions playing a small role. Second, the company not only lacks monopoly control of most of its key markets, it also lacks leading market shares. Third -- and those who defend Apple against perceived criticism with near-religious zeal will have to forgive me -- its products are things we can do without. That is, there are other products that perform the same functions and sell for much less. For example, I have a MacBook Pro notebook and find it sleek and clever, but it costs several hundred dollars more than a Dell with the same guts and slightly clunky but nonetheless capable software.

Previous No. 1 companies were vital to making America's mainframes whir, its telephones ring, its cars rumble and its sea of home and business computers speak a common language. On the other hand, Apple makes it a little easier and a lot cooler to browse the Internet, manage media and make telephone calls. The marvel isn't just that a computer maker that rivals had counted out is now nearly the largest company in the land. It's that it became so by selling indulgences rather than needs.

[atomez]

Hoje a Maçã fechou o gap e tem o RSI nos 50%.

Parece ser um novo bom momento de entrada... a não ser que o estranhíssimo "glitch " de hoje seja prenúncio de maiores quedas...

É esperar e ver.

[atomez]

Apple On Track For $1 Billion Of iPad Revenue IN ITS FIRST QUARTER

Apple announced this morning that it sold its 1 millionth iPad last Friday. That is impressive as it sounds, and Apple's iPad is performing ahead of expectations.

While there was obviously pent-up demand for the Apple tablet, selling a million of anything in a month -- let alone a $500+ gadget in April -- is an impressive feat.

Here's some more context:

Coupled with this weekend's launch sales of the iPad 3G (estimated at 300,000 by Piper Jaffray's Gene Munster) and this month's scheduled international iPad launch, it's possible Apple will reach 2 million iPad shipments for the June quarter. Munster, who got burned with an overly aggressive sales target for the iPad's first weekend, now admits his new target of 1.3 million units for the quarter "may be conservative."

Assuming an average sales price (iPad and accessories) of $650, that's $650 million in iPad revenue for Apple already, and could reach more than $1 billion for the quarter.

Apple's entire company only generated $1.8 billion in revenue during the June quarter of 2000, ten years ago.

This suggests Wall Street's estimates for Apple's June quarter -- which probably assume more conservative iPad sales -- should go up as more analysts factor in the iPad. (Though the new iPhone's anticipated June-quarter launch is much more of a factor.)

As Apple points out in its press release, it only took 28 days to sell 1 million iPads. It took 74 days -- more than twice as many -- to sell 1 million iPhones in 2007. (At a slightly lower price.)
It took Apple almost two years to sell 1 million iPods.

Apple is already likely the tablet PC market leader. As The Guardian noted last month (via TUAW), IDC analyst David Daoud projected that sales of non-Apple tablet PCs would slip to 1.25 million units in 2010. If Apple hasn't passed 1.25 million iPads sold yet, it will soon.

But the PC industry sold more than 30 million netbooks last year, according to IDC (via WSJ), and that market will likely continue its rapid growth this year. Apple has a long way to go there.

[atomez]

An Apple bull issues a warning for May
...
Zaky is still bullish on the company, although he no longer has a position on it one way or the other. He says he wouldn't be surprised to see Apple to hit $300 a share within the next few weeks, followed by a "massive correction" that pulls it back to $200 this summer.
...

[atomez]

It's time to add Apple to the Dow

Apple's market value is now about $245 billion. That's larger than 28 of the 30 Dow components. Only Exxon Mobil and Microsoft are worth more. And the gap between Apple and Microsoft is shrinking fast -- Microsoft's market value is approximately $270 billion.

[atomez]

Quando sair o novo iPhone (Junho/Julho) devem subir que nem umas doidas.

Au contraire!

Nessa altura vão é cair com as vendas de quem esteve a acumular para realizar mais valias.

Agora não é boa altura para entrar, depois do after hours de hoje amanhã vai de certeza abrir com um enorme up gap. Daqui por um par de semanas é que será a boa altura quando retrair para fechar o gap.

[Sr_SNiper]

Entao a estratégia é tudo nesta cotada e seja o que Deus quiser...

[superimpecavel]

Eu tenho lido muito sobre a Apple e estou com um feeling que daqui a uns meses as acções vão passar dos 300$.
Posso jogar pelo seguro e esperar por vários indicadores e análises mas se esperar muito o investimento fica cada vez mais caro dado a subida das acções...