Portugal enfrenta 15 países na corrida à gigafábrica de IA

[Ulisses Pereira]

É importante este aspecto das alterações contabilísticas. Alguns analistas estimam que isso faz com que estes resultados sejam de 13 meses e não de 12.

[Pata-Hari]

Fonte: Publico

Apple anuncia lucros recorde nas vésperas de anunciar um "novo grande produto"
26.01.2010 - 10:38 Por PÚBLICO


A Apple - criadora dos Mac, iPod e iPhone - bateu recordes de vendas e de lucros. A empresa apresentou receitas de 15,68 mil milhões de dólares e um lucro líquido de 3,38 mil milhões de dólares no primeiro trimestre do seu ano fiscal de 2010, findo a 26 de Dezembro de 2009. Tudo isto nas vésperas de apresentar o seu “novo grande produto” que, apesar de todo o secretismo, deverá ser um revolucionário “tablet”, uma espécie de iPhone com um ecrã significativamente maior.
Tecnologia: Apple anuncia lucros recorde nas vésperas de anunciar um "novo grande produto" (Kimberly White/Reuters)

“A Apple agora é uma empresa com mais de 50 mil milhões de dólares”, assegurou, feliz, Steve Jobs - presidente da Apple - na apresentação dos números referentes ao primeiro trimestre da sua empresa. “Os novos produtos que planeamos lançar este ano são muito, muito potentes, e começaremos esta semana [amanhã] com um novo grande produto com o qual estamos entusiasmados”, rematou Jobs.

Os resultados ontem apresentados são superiores aos apurados no mesmo período do ano passado: receitas de 11,88 mil milhões de dólares e lucros líquidos de 2,26 mil milhões de dólares. A margem bruta foi de 40,9 por cento, comparado com os 37,9 por cento conseguidos há um ano.

As vendas internacionais foram também responsáveis por 58 por cento dos resultados do trimestre.

A empresa tem motivos para estar satisfeita: no trimestre em questão, a Apple vendeu 3,36 milhões de computadores Macintosh, o que representa um aumento unitário de 33 por cento face ao ano passado. A companhia vendeu igualmente 8,7 milhões de iPhones no trimestre, o que representa um crescimento de cem por cento face às unidades vendidas no mesmo trimestre de há um ano. A Apple vendeu ainda 21 milhões de iPods no decorrer do trimestre, representando uma quebra de oito por cento do conseguido há um ano.

De frisar, porém, que no decorrer do trimestre a Apple fez uma adopção retrospectiva dos standards contabilísticos da Financial Accounting Standards Board relativamente ao reconhecimento de certas receitas. A adopção dos novos standards muda significativamente a forma como a companhia contabiliza certos itens, particularmente vendas do iPhone, o que fez com que alguns analistas tivessem duvidado das comparações feitas com o ano anterior.

Ainda assim, a campanha de Natal da empresa foi extraordinária para a empresa de Cupertino (Califórnia), tendo gerado 5.800 milhões de dólares.

Amanhã deverá ser apresentado um “tablet PC”

Este anúncio dos resultados é muito oportuno, já que não param de se amontoar toda a espécie de rumores sobre o novo grande produto que a Apple irá apresentar já amanhã, em São Francisco.

O evento tem vindo a ser alvo de imensa especulação nos blogues e nas publicações de tecnologia, que classificam a aguardada apresentação como o lançamento do produto da Apple mais ansiosamente esperado desde o lançamento do iPhone, há três anos.

Tudo indica que se trata de um “tablet PC”, ou seja, um dispositivo plano, com ecrã táctil, que poderá revolucionar o mercado dos “netbooks”.

Os analistas dizem que este aparelho tentaria cobrir a falha entre os “smartphones” e os computadores portáteis, permitindo aos utilizadores ver vídeos, navegar na Internet e jogar videojogos a partir de qualquer lugar.

[knightbrg]

Junto anexo outro gráfico para confirmar o anterior

[knightbrg]

Junto coloco outro gráfico a confirmar o anterior.

[US Trader]

Esse spike foram com 500 acções, não acho que seja isso que tenha significado...

http://www.nasdaq.com/aspxcontent/Exten ... type=after

Continuo a acreditar que a AAPL possa ir a valores mais baixos do que os registados na 6ª feira na sessão de amanhã.

Abraço.

[atomez]

Calma!
Embora subindo um pouco, depois continuou na mesma linha do que tinha feito durante a sessão.
Cumps.

Esse gráfico tem algo de errado, em todas as fontes que vi o spike after-hours deu-se mesmo em cima das 8pm com a cotação final de 204.78


Mas sobre a AAPL há optimistas e ... super-optimistas!

Yes, Apple Can Go To $1,000 A Share

<script src="http://player.ooyala.com/player.js?embedCode=pncWU1MTpI2UH68DmaxZl4Xpcr3DJMuU&width=560&height=314"></script>

A chat with Gene Munster, Senior Research Analyst, Piper Jaffray

Blodget: Yes, Apple Can Go To $1,000 A Share (6 min)

• This is now "the decade of mobile," and Apple can become the global smartphone leader
• Yes, Apple can maintain its incredible growth rate, even though it's huge
• There's an explosive growth opportunity for Apple as products reach lower price points
• The app development platform is definitely favoring Apple
• Apple won't crack corporate America, but that's not where the huge mobile money is

Gene cannot put a specific long-term price target on Apple, but it's better positioned than any other hardware company to grow over the next 5 years

[knightbrg]

Calma!
Embora subindo um pouco, depois continuou na mesma linha do que tinha feito durante a sessão.
Cumps.

[atomez]

Ontem foi um dia de loucos.

Foi caindo em linha com o mercado, mas a meia hora do fecho desatou a afundar com vendas de mais de 2 milhões de acções e acabou por fechar a perder 5% no dia !

Isto na véspera da apresentação de resultados trimestrais que toda a gente sabe que vão ser espectaculares.

E logo a seguir mesmo no fim do after-hours disparou por aí acima que nem um foguete!

Que se passa?

Aqui vai vai una boa explicação -- hedge funds voltaram a fazer cair a cotação puxando o elástico para baixo para depois o largarem e fazer disparar a cotação por aí a cima.

Na 2ª feira logo na abertura se o valor ainda estiver em baixo é de entrar com tudo o que se tenha, mas o mais provável é abrir com um gigantesco up gap ...

Why AAPL dropped 10.32 points Friday

Apple got whacked for no good reason in advance of Monday's earnings report

I don't pretend to understand much about how derivatives work or what hedge fund managers do, but I've been watching the ups and downs of Apple's (AAPL) stock price long enough to recognize a pattern when I see it.

This one was a classic slingshot, described succinctly by Jason Schwarz in his seminal Apple: Seven Reasons Shorts Love It:

"If you can keep a good stock down," he wrote, "then you are able to load up for the ride back up. It's like a slingshot — the harder you pull, the more propulsion you generate."


This slingshot was timed to bring Apple's shares down in advance of the company's first quarter earnings report on Monday. The action started at 9:12 a.m. Friday when theflyonthewall.com reported, without explanation, that Deutsche Bank had removed Apple from its short-term buy list — a report that was immediately picked up by the talking heads at CNBC, who mischaracterized it as a "downgrade."

What actually happened, as the folks at Deutsche surely knew but didn't bother to report, was that Apple's six months on their short-term list had expired that morning, triggering a computer instruction that removed it from the buy list automatically.

No matter. The boys were looking for a reason to take a whack at Apple, and this news fit the bill. They set the wheels in motion, and by the close of trading the stock had fallen 10.32 points (3.55%), shaving $9.3 billion off the company's market cap.

The share price having hit bottom, somebody started loading up on AAPL. More than 1.65 million shares traded hands at 3:59 p.m.

Adding insult to injury, a settlement trade at 8.01 p.m. appeared to bring the stock back up to $204.78 — a 3.55% pop in the dark of night. (See chart above, courtesy of AAPL Sanity's sepod.) [UPDATE: I am told this last one was a "late cross" of 500 shares from earlier in the day -- a fairly common occurrence on busy trading days -- and will be gone by Monday morning.]

Nobody really thinks that Apple is going to deliver a bad report on Monday. Quite the contrary. The consensus among the analysts we polled is that Cupertino had an amazing Christmas quarter, with earning up 30% or more year over year. (See Apple's earning: What the analysts say.)

And I'm inclined to agree with iPhonAsia's Dan Butterfield, who suggested in a bitter post written Friday evening "that the majority of trading desks understood precisely what happened at Deutsche Bank, but held tight to the truth and may have intentionally misled the financial press (by omission)." (See Don't get punked II.)

To his credit, CNBC's Jim Goldman issued a correction an hour and a half before the market closed, explaining that his "downgrade" report was a mistake. But by then there was too much momentum against Apple — and indeed the entire market — for the tide to turn.

It's days like this that make President Obama's so-called Volker Rule — his proposal to ban bank holding companies from owning, investing in or sponsoring hedge funds or private equity funds — sound like maybe it's not so crazy after all.

I have no idea what the market's going to do Monday morning, but people much smarter than I have some pretty good ideas about what Apple is going to report that afternoon. See here.

Tune in at 4:30 p.m. ET Monday for our coverage of Apple's Q1 2010 earnings report and its 5:00 p.m. conference call. And come back Wednesday at 1:00 p.m. ET for our live blog of Apple's "latest creation" event in San Francisco.

[atomez]

Depois de redefinir o mercado da música (iPods e loja iTunes) e dos telemóveis (iPhone e loja AppStore), a Apple prepara-se para redefinir o mercado da imprensa escrita -- livros, jornais, revistas.

O modelo de negócio é claro -- para além de vender os gadgets terminais (Macs, iPods, iPhones) é também o intermediário dos conteúdos.

É arriscado mas potencialmente mais um sector altamente lucrativo.

Apple Sees New Money in Old Media

Steve Jobs's Tablet Device Looks to Repackage TV, Magazines, Just as iPod Changed Music Sales

With the new tablet device that is debuting next week, Apple Inc. Chief Executive Steve Jobs is betting he can reshape businesses like textbooks, newspapers and television much the way his iPod revamped the music industry—and expand Apple's influence and revenue as a content middleman.

In developing the device, Apple focused on the role the gadget could play in homes and in classrooms, say people familiar with the situation. The company envisions that the tablet can be shared by multiple family members to read news and check email in homes, these people say.

For classrooms, Apple has been exploring electronic-textbook technology, these people add. The people familiar with the matter say Apple has also been looking at how content from newspapers and magazines can be presented differently on the tablet. Other people briefed on the device say the tablet will come with a virtual keyboard.

Apple has recently been in discussions with book, magazine and newspaper publishers about how they can work together. The company has talked with New York Times Co., Condé Nast Publications Inc. and HarperCollins Publishers and its owner News Corp., which also owns The Wall Street Journal, over content for the tablet, say people familiar with the talks.

New York Times Chairman Arthur Sulzberger declined to comment in an interview Wednesday on its involvement in the new device except to say, "stay tuned."

Apple is also negotiating with television networks such as CBS Corp. and Walt Disney Co., which owns ABC, for a monthly TV subscription service, the Journal has reported. Apple is also working with videogame publisher Electronic Arts Inc. to show off the tablet's game capabilities, according to one person familiar with the matter.

Apple's strategy contrasts with how other technology companies are approaching media. Notably, Google Inc. offers content to consumers largely free on properties like its video-sharing site YouTube, making relatively little distinction between clips from users and that of professional media companies. Web sites like Twitter and Facebook also provide outlets for user-generated content.

Mr. Jobs has a longstanding strategy of devising new ways to access and pay for quality content, instead of reinventing the content. Apple's iTunes Store, for instance, became the world's largest music retailer partly by making it easy for people to buy music, most of it from major record labels, by the song instead of by the album. Its digital media receiver Apple TV was also designed so people can buy and rent movies and television shows.

Mr. Jobs is "supportive of the old guard and [he] looks to help them by giving them new forms of distribution," says a person who has worked with the CEO. "What drives all of these changes is technology, and Apple has an ability to influence that."



Apple's divide with Google over how it views media content also drives the wedge deeper between the two companies. Apple's iPhone, for example, currently closely integrates Google's mapping and search technology, but a person familiar with the matter said Apple was in serious discussions with Microsoft Corp. to incorporate its Bing search engine into the iPhone as the default search and map technologies. Microsoft declined to comment.

Details of how Apple charges for the content on its tablet couldn't be learned, but people familiar with the company's thinking say Apple could change conventional payment structures. One person familiar with the matter said the company was discussing with the New York Times how it could charge for news through iTunes. It's unclear how people will access content wirelessly off the tablet.

An Apple spokesman said the company "doesn't comment on rumors and speculation." Mr. Jobs didn't respond to a request for comment.

Mr. Jobs's effort to repackage and resell more media content is not without obstacles. He has already faced resistance from television companies and cable network providers over Apple's desire to license just their best content rather than all of it.

Many music executives complain that it has become a powerful gatekeeper between the labels and customers. What's more, the iTunes Store's music downloads haven't grown fast enough to offset the decline in CD sales for music companies.

On Monday, Apple sent out an invitation to a media event on Jan. 27 "to see our latest creation." The tablet, which Apple currently plans to ship in March, will have about a 10- to 11-inch touch screen, people familiar with the situation say.

Apple's tablet foray faces several obstacles. Analysts say demand will depend on its price, which some believe will be about $1,000. Apple must also convince consumers the product is worth buying in addition to an iPhone and a laptop computer. And Apple faces competition from cheaper netbooks and other devices such as Amazon.com Inc.'s Kindle e-book reader.

The tablet's success will depend "on how this product can fit into the user's daily life... and whether you have enough content to make it important enough to use it," said Henry Lu, senior vice president of Taiwanese computer company Micro-Star International Co., which failed at selling a tablet computer a few years ago.

In the academic arena, Apple could face hurdles wooing universities if the tablet doesn't meet their needs or isn't compatible with other computing devices that students are using.

Amazon had been hoping to target the market with its 9.7-inch screen Kindle DX e-book reader, for example, but schools said the device wasn't sufficiently interactive and lacked basics such as page numbers and color graphics.

One person familiar with the matter said Apple has put significant resources into designing and programming the device so that it is intuitive to share. This person said Apple has experimented with the ability to leave virtual sticky notes on the device and for the gadget to automatically recognize individuals via a built-in camera. It's unclear whether these features will be included at launch.

Apple's content-related efforts heated up in the fall. In October, Apple sent representatives to the Frankfurt Book Fair, the industry's largest trade fair, according to one person familiar with the matter.

At the same time, Apple pitched media companies on a "best of TV" subscription service to television networks under which customers would pay a monthly fee for on-demand access to programs from a bundle of participating TV networks, giving consumers another way to readily access TV content.

At a meeting in New York with one network in October, an Apple executive said the company was specifically looking to access four to six shows per channel, said one person familiar with the meeting.

Apple has also been planning a revamp of its iTunes music service by creating a Web-based version of it that could launch as soon as June, say people familiar with the matter. Tentatively called iTunes.com, the service would allow customers to buy music without going through the specialized iTunes program on computers and iPhones.

People familiar with Apple's plans say a central part of the new strategy is to populate as many Web sites as possible with 'buy' buttons, integrating iTunes transactions into activities like listening to Internet radio and surfing review Web sites.

[atomez]

Hoje subiu 4.4% e está outra vez em zona de máximo histórico. Se todos os dias fossem assim já podia entrar em férias vitalícias

2ª feira é apresentação de resultados trimestrais, 4ª feira a apresentação de novos produtos e serviços.

The only way is up!

Record 3.1 million Mac sales expected to kickoff 'Year of the Mac'

A strong holiday quarter, higher than expected Mac sales, and hype leading up to Apple's expected tablet unveiling next week are all expected to drive the company's stock to new heights, one Wall Street analyst said Monday.

Calling 2010 "The Year of the Mac," Gene Munster, senior research analyst with Piper Jaffray, said domestic Mac retail data from the NPD group for the December quarter shows 26 percent year-over-year growth. Wall Street expects Apple to see about 19 percent growth over the three-month frame.

Mac unit growth in 2009 was consistently above 20 percent. Wall Street still expects Apple to see growth at about 14 percent in the 2010 calendar year, but Munster believes those estimates will rise once Apple reports its first financial quarter of 2010 next Monday.

"Keep in mind, before the economic slowdown began Mac units were up 30-40% (year over year) on a quarterly basis," he wrote in a note to investors Tuesday. "While hype surrounding the expected tablet will be focus of Apple long-term strategy, we believe we will see meaningful near-term upside from the Mac business."

While Munster had previously forecast sales of 2.9 million Macs in the December quarter, Monday he raised that estimate to 3.1 million. If that holds accurate, it would be Apple's best quarter ever. In the previous three-month frame, the Cupertino, Calif., company sold a record 3.05 million Macs.

He also continues to expect Apple to have sold 9.3 million iPhones in the December quarter, a total bolstered by new debuts in important international markets, including China, Canada and the U.K. Wall Street consensus forecasts 9.1 million iPhone sales for the holiday quarter.

On Monday, Apple formally announced its anticipated media event on Jan. 27. It is expected that the company will introduce its long-rumored touchscreen tablet device next week. With buzz around the device remaining high, Munster said all of the attention should move Apple shares higher.

"We believe Apple will show a 10-inch tablet device and possibly a new version of iPhone software," he said. "We continue to believe Apple will ship a tablet by the end of March, and will likely sell about 2M units in the first calendar year of sales. The tablet is not included in our model."



Through the end of 2010, Munster has forecast 1.4 million tablet sales at an average selling price of $600.

Piper Jaffray has slightly increased its price target for AAPL stock, from $277 to $279. Since the tablet is not in the firm's current models, that total could change depending on the outcome of next week's product announcement.

[atomez]

"Comprar no rumor, vender na notícia" ...

Tablet, iPhone OS 4.0, iLife 2010 'confirmed' for Apple event

[Fenicio]

Atenção que isso pode dar para o torto!! Se no final do mês a tio Jobs não aparecer com um tablet debaixo do braço ou se esse tablet for um dispositivo da treta (não faz o estilo da Apple anunciar dispositivos da treta, mas nunca se sabe!!), há grandes chances da cotação cair abruptamente.

[atomez]

Depois de ter fechado a posição para realizar mais valias (precisava de liquidez no fim do ano...), agora está num novo bom ponto de entrada.

Isto porque daqui a dias vão ser apresentados os resultados do ano, que como de costume devem superar as expectativas, e porque lá para o fim do mês deve ser anunciada a nova iTablet ou iSlate ou whatever.

Estava à espera que os hedge funds dessem umas puxadas mais para baixo, o que costuma acontecer logo no ínício da sessão, mas os 210 estão a revelar-se um forte suporte.

Hoje foi um dia muito binário - 110110 ...

[atomez]

Isto hoje foi um autêntico Milagre de Natal !!!

Novo máximo histórico e tudo.

How the Apple Tablet Is Already Making People Rich

It's understandable that Apple stock is doing well—they've had a very, very good year. But after a huge rally this morning, their stock it at its highest price ever. See, yesterday, something magical happened.

A few minutes before the NYSE's 4:00 EST closing, at 8:18 PM GMT (3:18 EST), the Financial Times published a rumor: Apple will make a major product announcement on January 26th in San Francisco. That was it! But in the context of the increasingly frenzied rumors about an Apple tablet, this could only mean one thing to tech followers. And, apparently, to investors. I'll spare you the strained metaphysics of a full Santa/tablet analogy, but trust me, it's there, somewhere.

E agora bom jantar de Natal, muitas prendinhas e até pró ano, agora vou para o frio.

[atomez]

Isto explica muita coisa, como despejo de milhões de acções em poucos minutos como aconteceram recentemente...

Seven Reasons the Shorts Love Apple

"If you can keep a good stock down," writes Jason Schwarz, "then you are able to load up for the ride back up. It's like a slingshot — the harder you pull, the more propulsion you generate."

Schwarz, an investment analyst with a knack for self promotion — through a newsletter, an e-book, and a new hardcover — has written an easy-to-follow primer on why Apple (AAPL) has become the hedge funds' favorite punching bag. It was published as a gallery last week in TheStreet by Jim Cramer, a guy who knows a thing or two about manipulating Apple's stock price. (See here.)

For investors who wonder why Apple goes down just when common sense suggests it should go up, it's a must-read.

Below fold, the highlights:

1. Apple is the market leader. This one stock has become so important to the market that its action is contagious. This influence makes Apple a prized possession for both the longs and the shorts. Knocking down an easier target like Research In Motion (RIMM) or Citigroup (C) doesn't generate the same snowball effect.

2. Apple always bounces back. Over the long run, Apple fundamentals will certainly take the stock higher, but hedge funds want to maximize the ride. Keeping a great stock down allows them to profit from quick predetermined trades rather than being fully invested all the time.

3. The predictability of Apple reduces a short's risk. Everyone knows when the next iPod, iPhone,and iMac refreshes will hit. This has turned into a calendar-driven catalyst stock. During the quiet time, the stock is vulnerable.

4. New media have changed the game. Anybody can say anything and the masses will believe it. The topic of Apple currently dominates this new media. There is no accountability or verification of sources like the old days. In such an environment, hidden agendas can be pushed endlessly without disclosure.

5. Apple secrecy. As the unparalleled leader in tech innovation, Apple feels that it is necessary to keep future products veiled to all competitors, consumers and investors … Apple has yet to sell a single Tablet, yet hedge funds already have made millions from rumors surrounding the product. The lack of transparency from Apple creates a perfect storm for short-term traders.

6. Apple innovation. This company is so good that it causes imaginations to run wild. A hedge fund could float a story that Apple is thinking of buying Saturn in order to develop a new brand of Apple cars and people would go nuts … The constant innovation coming out of Apple provides traders with endless material for believable speculation.

7. Steve Jobs is the visionary of the century. This one man is the single greatest asset in corporate America, which causes Apple stock to trade with a Steve Jobs premium, a variable that the shorts can use as well. Apple's stock is always vulnerable to losing Jobs.

[Elias]

Apple passou a ser a empresa de telemóveis mais rentável
12.11.2009 - 09h39
Por Agências
Pedro Cunha

A Nokia e a Samsung têm sofrido o abalo da entrada no mercado de dispositivos multifuncionais como o iPhone, o BlackBerry e os HTC
Dois anos depois de ter entrado no negócio dos telemóveis pela porta grande, com o popular iPhone, a Apple é hoje a empresa mais rentável de telefones móveis, destronando pela primeira vez os gigantes Nokia e Samsung.

Na realidade, o fabricante finlandês e sul-coreano controlam 60 por cento do mercado global de telemóveis em termos de vendas. Só a Nokia vendeu no terceiro trimestre deste ano 108,5 milhões de aparelhos, ao passo que a Apple só vendeu 7,4 milhões.

Mas uma coisa são as vendas e outra são os lucros. A Apple facturou 4500 milhões de dólares (pouco mais de três mil milhões de euros), o que lhe deu lucros na ordem dos 1600 milhões de dólares só com a venda de iPhones, segundo a Strategy Analytics. Por seu lado, a Nokia encaixou 10.400 milhões de dólares, que geraram lucros na ordem dos 1100 milhões de dólares.

De acordo com os analistas do sector, a Apple consegue controlar melhor os custos que os seus rivais, obtendo assim maiores lucros. O iPhone, que se comercializa em 80 países, foi posto à venda na China no mês passado, um mercado muito competitivo. A companhia finlandesa (que vende em 150 países) denunciou no mês passado a Apple por violar dez patentes.

A Nokia e a Samsung têm sofrido o abalo da entrada no mercado de dispositivos multifuncionais como o iPhone e o BlackBerry (da Research in Motion).

A Nokia deposita agora as suas esperanças no N900, que funciona com o Linux Maemo, ao passo que a Samsung conta ganhar mercado com o Bada, o seu novo sistema operativo com o qual a empresa sul-coreana pretende oferecer aos seus clientes aplicações até agora apenas disponíveis nos chamados smartphones.

A Motorola, que atravessa sérias dificuldades, tenta ganhar algum terreno com o Droid, que se apoia no sistema operativo da Google para dispositivos móveis.

Os smartphones são o novo campo de batalha na guerra tecnológica, onde se espera que as vendas cresçam 25 por cento durante este ano.

in publico.pt

[nunofaustino]

obrigado pelas actualizações.

De facto a AAPL parece estar num momento bastante importante em termos de médio prazo. Dada a sua importância para o comportamento do nasdaq, é de manter esta menina debaixo de olho.

Um abr
Nuno

[atomez]

Bom momento de entrada nos 190:

- gap fechado
- suporte nos 190
- doji de inversão
- em cima da LTA de médio prazo
- RSI nos 50%

[Elias]

A pedido no nunofaustino actualizo a APPLE.

Na sequência da recente apresentação de resultados o título fez um gap e ationgiu novos máximos de sempre, acima dos 208 USD. Mas, hélas, o gap parece ter sido de exaustão e desde então o título já corrigiu quase 10%.

Independentemente do seu aspecto bull de longo prazo, o título está esticadíssimo e parece querer respirar. Neste momento, e considerando a forte reacção em baixa nos dias que se seguiram aos máximos históricos, parece prudente aguardar por novos máximos ou, pelo menos, por uma vela de inversão. Os mais ousados aproveitarão para shortar.


Deixo 3 gráficos de longo, médio e curto prazo.

[atomez]

Amanhã até shortava AAPL ...

- furou por completo a Banda Bollinger superior

- está na zona de sobrecompra e note-se que quando o RSI está nos 80 dá-se uma inversão

- hoje abriu com um grande gap e volume muito forte mas depois foi caindo ao longo do dia, foi uma reacção excessiva à apresentação de bons resultados de ontem

Amanhã deve dar um trambolhão de volta aos 190. Mas ainda bem, será um bom ponto de entrada.

[steev]

Sem duvida uma empresa com um futuro muito promissor, quer a nivel fundamental quer tecnico (ambos sobrepoe-se claro).

A acompanhar!

Disclosure: Long time Mac User and Apple lover...

[atomez]

Ainda por cima em tempos de crise, ou recessão ou lá o que é, é impressionante!

Raio de azar estar de fora... Mas com targets lá para os 250 ainda é altura de entrar.

Apple shares surge more than 7% after 'most profitable quarter ever'

Apple, barely noticing the effects of the sour economy, this afternoon posted a 17% jump in sales and an 46% surge in profit for its fourth quarter.

The Cupertino, Calif., company recorded net income of $1.67 billion, or $1.82 a share, on sales of $9.87 billion during the quarter that ended Sept. 26. A year earlier, Apple had $7.9 billion in sales and net income of $1.14 billion, or $1.26 a share.

The results roundly beat Wall Street's already lofty expectations of $1.3 billion in profit on $9.14 billion in sales, according to a survey of analysts by Thomson Reuters.

Apple characterized the results as its "most profitable quarter ever."

Investors, who had earlier pumped up Apple's stock $1.81 to close at $189.86, rewarded the company further in after-hours trading following the earnings release, driving its shares up by more than $14, or 7%.

Not everything Apple touches has turned to gold, however. Although the company sold 7% more iPhones and 17% more Mac laptops and desktops in the quarter compared with a year earlier, iPod sales fell 8%. For the quarter, Apple sold 3.05 million Macs, 10.2 million iPods and 7.4 million iPhones.

We'll have more after Apple's 2 p.m. conference call with investors.

[atomez]

Uma coisa destas para mexer nos gráficos do ProRealtime com a ponta dos dedos deve ser do melhor

Everything We Know About Apple’s Touchscreen Tablet



It’s looking more and more likely that Apple will release a 10-inch tablet computer in early 2010.

Even if you’re sick of Apple tablet rumors, we promise you’ll like this one. The latest update comes from a tipster with a solid track record, which reinforces previous reports that Apple will deliver a tablet in early 2010. The tipster also shares details on the rumored product’s specifications.

ILounge, an iPod and iPhone blog, cites a source who claims Apple plans to announce a tablet by Jan. 19, 2010. The tipster claims the tablet will measure 10.7 inches (diagonally) and will run the iPhone operating system.

The tablet will sport a higher resolution than the iPhone or iPod Touch screen: “Expect something like 5-6 times the resolution of an iPod Touch or iPhone screen (720p or thereabouts) and 7 times the touchable surface area,” writes iLounge.

Also, there will be one version equipped with 3G networking and one without. This would make the 3G model a bigger version of the iPhone, and the non-3G tablet a larger iPod Touch.

This particular report raises the likelihood of an Apple tablet landing in stores soon. ILounge says this is the same source who was spot on when leaking details on the fifth-generation iPod Nano prior to its Sept. 9 launch. That same source was also accurate with its description of the fourth-generation iPod Nano before its release.

ILounge’s source also said the tablet would specialize “as a slate-like replacement for books and magazines.” Wired.com in previous months has argued that an Apple tablet would pose a serious threat to the Amazon Kindle as well as the Amazon.com e-book store. We speculated that Apple could integrate an e-book section into the iTunes Store, giving it the potential to shake up the publishing industry.

Are you getting overwhelmed by the flurry of tablet news? We don’t blame you. Here are the rumors that have been echoed by several publications:

Steve Jobs has had a heavy hand in the tablet’s development.
Sources: Wall Street Journal, AppleInsider, Barron’s, iLounge

The Apple tablet will launch in early 2010.
Sources: AppleInsider, TheLoop, iLounge, Barron’s

The tablet will look like a larger iPod Touch or iPhone, measuring approximately 10 inches.
Sources: Gizmodo, AppleInsider, Barron’s, iLounge, InfoTimes

The tablet will cost between $700 and $900, positioning it between the iPhone/iPod Touch and Apple’s notebooks.
Sources: Gizmodo, InfoTimes, Barron’s

The tablet will come in two versions. Gizmodo’s source claims one model will feature a webcam (perhaps for videoconferencing) while the other will focus on education. A camera-equipped tablet would make more sense on the 3G-equipped tablet described by iLounge’s source; likewise, a camera-less version of the tablet could describe the non-3G tablet described by iLounge’s source.
Sources: Gizmodo, iLounge

Have any doubt left in an Apple tablet? We don’t. But there’s so much here that if the tablet turns out to be a media-fabricated illusion, even David Copperfield would be impressed.

[GONZO]

Comissão Europeia pondera retirar iPhone do mercado
29.09.2009 - 17h33 PÚBLICO
A Comissão Europeia pondera retirar o iPhone do mercado depois de vários aparelhos terem explodido na mão dos utilizadores. A comissária para os consumidores, Meglena Kuneva, alertou que, caso as autoridades nacionais descobrissem falhas na construção do dispositivo – das quais poderão ter resultado as misteriosas “explosões” – os iPhones seriam retirados do mercado europeu.

Neste Verão, depois de terem sido noticiados diversos casos de iPhones “explosivos”, sobretudo em França, Reino Unido e Alemanha, a Comissão Europeia decidiu investigar o caso e pedir explicações à empresa que produz os aparelhos, a Apple. De acordo com a agência AFP, Kuneva afirmou que tomará a decisão se se verificar que os aparelhos são, de facto, perigosos.

“Eu não preciso da permissão da Apple para impedir a entrada dos produtos no mercado. Se os produtos forem perigosos, então ordenaremos a retirada”, afirmou aos jornalistas, em Bruxelas.

Ainda assim, a decisão não será tomada precipitadamente. “Temos de estar 100% certos que o produto é perigoso”, garantiu Kuneva.

A Apple defendeu, quando confrontada com os incidentes, que se tinham tratado de “casos isolados” e que se terão devido, não a falhas de construção mas a pressões físicas externas.


http://ultimahora.publico.clix.pt/notic ... Canal=4870

[atomez]

Boas notícias para a Maçã, mas que já eram esperadas.

Apple's 2009 earnings up nearly 44% under new accounting rules

Mas por agora o mercado está todo a cair e AAPL vai atrás... fico de fora à espera do fim da correcção.


Este tópico de vez em quando tem problemas quando inicia uma nova página, não aparecem os posta mais recentes. Nesse caso podem fazer um truque que é na linha de endereço do browser onde aparece algo como "&start=450" apagar o numero que lá está e pôr um mais alto (esse nº é o nº do post que inica a página que se está a ver)