Lítio de Boticas fica em Portugal? Vai depender dos novos parceiros da Savannah, diz CEO

[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...

[Sr_SNiper]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

A ideia é comprar caro e vender ainda mais caro...
Se cores comprar barato para dar de graça, há imensas cotadas que podes investir que que estavam 200 % 300% ou 400% mais baixo que á uns anos ou três anos.

Sr Sniper, eu abri o meu 1º tópico precisamente sobre as acções da Apple eem como as pretendia comprar por achar que elas iriam subir cada vez mais.
http://caldeiraodebolsa.jornaldenegocio ... hp?t=72879

Em um dos post acabei com a seguinte frase:
"É sempre um risco e na bolsa não há certezas mas prefiro arriscar e perder algum dinheiro do que ver as acções daqui a uns tempos bem acima dos 300$ e eu sem nenhumas em carteira. icon_twisted.gif "

Espero que elas não subam muito mais pois assim que aderir ao Caixa Invest comprar acções da Apple pois não quero ficar com esse sentimento de frustação pois acho que elas daqui a uns tempos estão bem acima dos 300$.
Quando sair o novo iPhone (Junho/Julho) devem subir que nem umas doidas.

Vai com calma... A bolsa pode parecer a árvore das patacas mas não é...
ten uma estratégia... vais seguir AT, AF, longo prazo, curto prazo... tudo na apple e seja o que Deus quiser???
Isto não é fácil...

[superimpecavel]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

A ideia é comprar caro e vender ainda mais caro...
Se cores comprar barato para dar de graça, há imensas cotadas que podes investir que que estavam 200 % 300% ou 400% mais baixo que á uns anos ou três anos.

Sr Sniper, eu abri o meu 1º tópico precisamente sobre as acções da Apple eem como as pretendia comprar por achar que elas iriam subir cada vez mais.
http://caldeiraodebolsa.jornaldenegocio ... hp?t=72879

Em um dos post acabei com a seguinte frase:
"É sempre um risco e na bolsa não há certezas mas prefiro arriscar e perder algum dinheiro do que ver as acções daqui a uns tempos bem acima dos 300$ e eu sem nenhumas em carteira. icon_twisted.gif "

Espero que elas não subam muito mais pois assim que aderir ao Caixa Invest comprar acções da Apple pois não quero ficar com esse sentimento de frustação pois acho que elas daqui a uns tempos estão bem acima dos 300$.
Quando sair o novo iPhone (Junho/Julho) devem subir que nem umas doidas.

[Sr_SNiper]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

A ideia é comprar caro e vender ainda mais caro...
Se cores comprar barato para dar de graça, há imensas cotadas que podes investir que que estavam 200 % 300% ou 400% mais baixo que á uns anos ou três anos.

[superimpecavel]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

[atomez]

Isto é um espanto, até mesmo para mim que estou altamente bullish em Apple!

A seguir à apresentação dos resultados trimestrais, que ultrapassaram largamente as expectativas dos analistas

Apple Smashes Targets on Earnings, Revenue

The Mac maker on Tuesday posted adjusted earnings of $3.33 a share, up from the $1.79 profit in the year-ago quarter and well above the analysts' estimates of $2.45.

Sales for the fiscal second quarter ended last month were $13.5 billion, up from $8.16 billion last year and greatly exceeding the $12.02 billion analysts were looking for.

Looking ahead, Apple says it expects earnings of between $2.28 and $2.39 a share on sales in a range between $13 billion to $13.4 billion. The midpoint of that guidance is a projected profit of $2.33 a share on $13.2 billion in revenue. Analysts were looking for a profit of $2.70 on $13 billion in sales.

No afterhours a AAPL deu um pulo de $15 para os 260

Os volumes são muito baixos, mas ainda assim... amanhã se verá.

[atomez]

Hands On New 4G iPhone



What's new
• Front-facing video chat camera
• Improved regular back-camera (the lens is quite noticeably larger than the iPhone 3GS)
• Camera flash
• Micro-SIM instead of standard SIM (like the iPad)
• Improved display. It's unclear if it's the 960x640 display thrown around before—it certainly looks like it, with the "Connect to iTunes" screen displaying much higher resolution than on a 3GS.
• What looks to be a secondary mic for noise cancellation, at the top, next to the headphone jack
• Split buttons for volume
• Power, mute, and volume buttons are all metallic

What's changed
• The back is entirely flat, made of either glass (more likely) or ceramic or shiny plastic in order for the cell signal to poke through. Tapping on the back makes a more hollow and higher pitched sound compared to tapping on the glass on the front/screen, but that could just be the orientation of components inside making for a different sound
• An aluminum border going completely around the outside
• Slightly smaller screen than the 3GS (but seemingly higher resolution)
• Everything is more squared off
• 3 grams heavier
• 16% Larger battery
• Internals components are shrunken, miniaturized and reduced to make room for the larger battery

iPhone OS 4.0: The Best New Features
• Multitasking: It's here, finally. It's handled with a simple task switcher: double click your home button, and you get a list of running apps. Select, switch, done. Multitasking is limited to audio streaming, VoIP and GPS apps, as well as a few other allowances: they can finish specific, important tasks in the background, for example. As far as non-music/nav/VoIP apps, those can be suspended in the background, but not left running.

• Fast app switching: With iPhone 4's multitasking, most apps aren't actually running in the background—just certain functions of the app, like an audio stream or a GPS lock. But! All apps can now be frozen, in full, so that when you reopen them, they're restored to exactly the state they were in when they were closed.

• Local notifications: Notifications can be sent between apps on the phone, not just from remote servers. In other words, if something important happens in an app you've opened and moved away from, a notification will pop up in whatever app you're using at the time, effectively saying "switch back to me!" It's a fairly clever way to keep track of multiple apps without the need for a start bar or dock-type interface.

• App folders: Now you can sort your apps into folders! That's homescreen clutter solved, just like that.

• A new Mail app: Unified inboxes, multiple Exchange accounts, fast inbox switching, threaded messages: These new features are actually a huge deal, since the iPhone's mail client has barely changed since 2007, and Apple doesn't allow alternative mail apps.

• iBooks: Oh hey, that iBooks ebook reader app and accompanying ebook store we first met on the iPad has ambled on down to the iPhone. Nice, since you can now take your books with you wherever you go, as oppose to wherever you go with your iPad.

• Custom backgrounds: Jailbreakers have them. Hell, the iPad has them. Now you can choose a persistent background for your iPhone—and not just for the lockscreen.

• Game Center: Apple's going to roll out a centralized gaming service—a multiplayer network like PSN or Xbox Live—to help connect games to one another, by the end on the year. There are 3rd-party services that already do this, like OpenFeint. They will probably die.

• iAd advertising: It looks like Apple's finally making use of Quattro, that mobile ad company it gobbled up a few months ago, by rolling out its own advertising platform, a turnkey ad plugin for app developers called iAd. The theory here is that instead of relying on links to external websites, which pull users out of apps whenever they tap on an ad, developers can use Apple's new tools to keep people in the app while still showing them advertising—sort of like popover browser windows. You can watch videos, play games, and even buy apps from within these ads. This is in the iPhone OS 4 developer tools, but it's not explicitly a part of OS 4, so you won't see apps with iAds until later this year.

• 5x digital zoom: Could this hint at a higher quality camera in the next hardware? 3.2 megapixels seems a bit low for 5x digital zoom.

• Bluetooth keyboards: Another carryover from the iPad, Bluetooth keyboard support will finally come to iPhone 4.

[Fenicio]

Macbook Pro! Nova linha acabadinha de sair do forno!

O anúncio foi feito há pouco mais de 1 hora.

http://www.apple.com/macbookpro/

[atomez]

Apple's iAd platform called a 'billion dollar opportunity'

When Apple's just-announced iAd mobile advertising platform matures and sees wide support from the App Store developer community, it could generate as much as $4.7 billion in revenue per year for the company, one analyst believes.

Brian Marshall with Broadpoint AmTech said Friday that Apple could employ a "hybrid" ad pricing model that would include cost per click, cost per action, and cost per 1,000 viewers. In a wide-ranging sensitivity analysis issued in a note to investors, the high-end pricing assumption could generate $32 per 1,000 viewers, at a price of $0.032 per ad, generating $4.67 billion in revenue in one year.

In the middle ground of his analysis, which Marshall cautioned investors relies on "numerous assumptions," Apple would earn $17 per 1,000, resulting in $2.48 billion in revenue.

"Once again Steve Jobs and gang did a phenomenal job with the iPhone OS update scheduled for summer (iPhone/iPod touch) and fall (iPad) launch," Marshall wrote. "While we believe multitasking was the single most incremental functionality added (of the 100+ new features), it is our view that AAPL's new mobile advertising platform ("iAd") stole the show and will be significant to the financial model."

He continued: "In fact, we believe the iAd platform could generate an incremental $2.5bil in revenue and $1.00+ to AAPL's financial model when the business hits its stride."

[atomez]

Este Steve Jobs é mesmo um génio do marketing!

Sabendo que as suas acções costumam retrair depois de um lançamento de novos produtos, logo de seguida apresenta os lançamentos seguintes para manter a expectativa em alta e não deixar cair o interesse.

Para além das outras coisas, o serviço iAd vai transformar a Apple numa das maiores agências de publicidade do mundo com enorme potencial de revenue.

O bull run promete continuar!

Multitasking, iAd, and more coming in iPhone OS 4.0
...
iAd

Jobs spent a good chunk of the event discussing the seventh "tentpole"—a centralized mobile ad network called (as rumored) "iAd." Developers will have APIs to add support for ads into their apps, and Apple (via its acquisition of Quattro Wireless) will handle all the necessary ad sales.



The ads will help support free apps, and developers will get an "industry standard" 60 percent of ad revenue. Jobs noted that Apple will soon have as many as 100 million mobile devices running iPhone OS in the wild, offering as many as 1 billion advertising opportunities per day. "This is a pretty serious opportunity," Jobs noted, while saying that a lot of current mobile advertising "just sucks."

Jobs said that iAd will offer advertisers a way to add the "emotion" that video ads on TV often have, but that Web and mobile advertising currently lacks. That includes building interactive ads using HTML5, CSS3, and JavaScript. He then demoed ads that Apple built to show off what iAd could do, including ones for Toy Story 3, Air Jordans, and Target.

Perhaps the best announced feature of iAds, though, is that it doesn't take you outside of the app you're using to view the ads. Dismiss the ad whenever you want, and you're right back where you left off.

Other tidbits

During the announcement, Jobs also briefly detailed some impressive sales numbers for the first few days of the iPad's availability. So far, Apple has sold 450,000 iPads. Users have purchased over 3.5 million iPad apps and 600,000 e-books from the iBookstore. The number of iPad-specific apps in the App Store is over 3,500 and counting.

During the Q&A session, Jobs reiterated Apple's position on adding Flash or Java support for its mobile devices. In a word, "no," it's not happening.

The iPad also came up. The response to the iPad has been "beyond belief" according to SVP of worldwide marketing Phil Schiller. Jobs said that he received several thousand e-mails praising the device, and that he isn't worried about competitors moving in anytime soon, either. "If our competitors ever produce a competitive product to iPad, they'll be hoping they can get 3,500 apps after the first year, and we've seen that in less than a week," he said.

[Ulisses Pereira]

Penso que o que ele quer dizer é que é uma acção que não é dada alateralizações. Sobe muito, corrige muito, mas andar de lado sem volatilidade não é com ela.

Um abraço,
Ulisses

[Elias]

Ulisses,

Sabes o que ele quer dizer com "RIMM's is a run-up"?

1 abr
Elias

[Ulisses Pereira]

"Apple Won't Knock Out These Three Stocks"

By Jim Cramer
RealMoney Columnist
4/6/2010 12:55 PM EDT

"The backlash is here. Research In Motion (RIMM - commentary - Trade Now) will not be crushed by the iPad. Amazon (AMZN - commentary - Trade Now) can still prosper despite competition for the Kindle. Netflix (NFLX - commentary - Trade Now) can still keep its movie business rolling.

You knew this. This is what this stock market is about. It has always been about that. It is about playing the retail business as so many people sell or short these potential hits and then buy them back when they discover, of course, that it is isn't the end of the world. Put simply, these are not buggy-whips, and we are not dealing with Model Ts.

So, how are they all doing? I went over Research In Motion, which reported when I was in Jordan, and I have to tell you that if the stock hadn't run, you would have had a rally, not a collapse. The stock was set up. Many stocks have particular characteristics: RIMM's is a run-up. That's what it has done so many times. It either disappoints or it simply can't live up to the hype. I like the stock.

Netflix is a cult stock. This stock is loved, and the product is loved, and I cannot countenance selling it even at 31 times next year's earnings (like Cree (CREE - commentary - Trade Now)!). The stock is simply a bullet, and it reinvents itself over and over and over again. Apple (AAPL - commentary - Trade Now) really isn't a competitor.

Now, Amazon. This is tougher. I believe the stock has been hammered for a long time off of this, and we are now seeing a relief rally. I do believe that if Kindle sales are stalled, the stock could get hammered. If they aren't, it ramps.

That's too much for this guy. I don't want to take that chance. I like the stock, but the next data point could be weakness, and only then would I buy it.

Finally, there is Apple itself. Perhaps this is all the selloff we get. I reiterate for traders that some of that terrific gain should be booked. For investors, do what we are doing for Action Alerts PLUS. Let it ride.

Random musings: Wells Fargo (WFC - commentary - Trade Now) and Regions Financial (RF - commentary - Trade Now) are the ultimate tells on this group. They just seem unstoppable. They remain cheap despite the catcalls, because they are a play on house price stabilization and on a commercial real estate rebound. As I said earlier in my "fret" article, while people are fretting, these stocks just keep moving up.

At the time of publication, Cramer was long AAPL. "

(in www.realmoney.com)

[karpediem]

A Apple tem feito novos máximos históricos quase todos os dias. Hoje já fixou um novo máximo nos 238,88.

Esta menina está imparavel...

[Elias]

A Apple tem feito novos máximos históricos quase todos os dias. Hoje já fixou um novo máximo nos 238,88.

[atomez]

Os produtores de maçãs não têm descanso!

Apple holding iPhone OS 4 event, April 8th!



Yes folks -- the world is turning upside down. Apple has announced an iPhone OS 4 event on April 8th at 10AM PT for a "sneak peek of the next generation of iPhone OS software." So if you're wondering about the future of the platform... your answers will appear sooner than you think. The team collectively dropped an "OMG" when we saw this news, as it's pretty unusual to see such a big event coming from Apple right on the heels of something like the iPad launch.