Portugal enfrenta 15 países na corrida à gigafábrica de IA

[bestbland]

Este tópico está com problemas, conseguem ver a página 19?

agora já está bom.
thanks elias

[bestbland]

Não consigo ver os post do elias, o de ontem e o de hoje.
Existe algum problema com este tópico ?
Ou só eu é que não consigo ver ?

[Elias]

Este tópico está com problemas, conseguem ver a página 19?

[Elias]

A pedido do bestblandina, actualizo o gráfico da AAPL.

O título está imparável (fechou a semana nos 185), encontrando-se agora muito próximo dos 200 USD (máximo histórico de Dezembro de 2007).

É difícil dizer onde vai parar esta cavalgada, mas a história mostra que a AAPL também é dada a correcções violentas, por isso os stops devem ser estabelecidos e, acima de tudo, respeitados.

[jarc]

Com esta velocidade não é de excluir a hipótese de picar o ponto nos 190, mas a seguir provavelmente visita os 140.

[atomez]

Bom, a Maçã está em autêntico bull run! Em 4 dias subiu 7.5% ... e com volumes bem altos.

Só que ... hoje tive uma epifania e vendi-as todas @ 186.

Parece-me que este surge foi uma reacção às boas notícias dos últimos dias e além disso:

- o RSI está em sobrecompra e nos últimos meses esse tem sido um bom indicador de máximo relativo

- o optimismo está exacerbado

- amanhã é um daqueles dias Quad Witching e é bem provável que se dê um sell off a iniciar uma forte correcção

- o dollar está a cair em relação ao euro

Prefiro realizar já mais valias e voltar a entrar abaixo dos 170 e com o dollar mais baixo.

Para a semana se verá.

[atomez]

iPhone predicted to drive Apple stock to $235

A new report predicts Apple stock will break past the $200 milestone, riding high on the successful and profitable iPhone, even as the company's other businesses are predicted to lose value.

In a note to investors, Charlie Wolf of Needham & Co. said he believes AAPL will trade at $235 in the next 12 months, and will be driven to that price solely on the strength of the iPhone. Specifically, he believes that the "explosive growth" of the App Store will lead to a higher trajectory of iPhone adoption.

Though the iPhone is already the most profitable portion of Apple's business, Wolf believes it will become even more dominant for the company. In his old prediction of a $200 trading price, Wolf viewed the iPhone as $70.18, or 35.1 percent of the stock price's share. Now, he sees the iPhone as $134.07, or 58.3 percent of the total share price. And the fact that the iPhone only controls 12.5 percent of the smartphone market means there is huge potential for growth.

"By exploiting a commanding lead in the all-important smartphone applications market, the iPhone is in a position to chalk up share gains in this fast-growing market that could surprise everyone," Wolf wrote. "In many respects, Apple and Amazon are in similar positions. Amazon holds a relatively small but growing share of the e-commerce market, which itself is small, but growing an order of magnitude faster than the physical retail market."

[atomez]

Accounting rule change in Apple's favor

Posted by Philip Elmer-DeWitt
September 14, 2009 9:51 AM

A change in accounting rules for which Apple (AAPL) — among other high-tech companies — lobbied heavily won tentative approval last Thursday. The change could significantly affect both the company's reported earnings and its stock price.

The new rules are in draft form and must still win final approval from the FASB — the organization empowered by the SEC to set accounting standards in the United States.

But they have the force of law. And they could put an end to iPhone subscription accounting, a balance-sheet sleight of hand required by the old rules that has confused analysts and investors from the day the iPhone hit the market.

Subscription accounting meant that Apple has been under-reporting earnings on its bestselling smartphone for two years — one of the factors, Apple bulls believe, that kept its share price from fully reflecting the success of one most profitable products Apple has ever made.


It's not clear when the rule change will take effect; one option on the table is the start of Apple's next fiscal year, which begins in less than two weeks (although Apple wrote the FASB earlier this month asking for more flexibility in terms of timing).

But whenever it happens, the impact on Apple could be dramatic. In the company's third fiscal quarter, for example, it reported earnings of $1.35 per share using the current generally accepted accounting principles (GAAP). Its so-called non-GAAP earnings, by contrast, were $2.14 a share — 58.5% higher.

"It is our belief," Apple controller Betsy Rafael wrote the chairman of the FASB's Emerging Issues Task Force in August, "that investors, analysts and preparers would benefit significantly from the proposed changes … [The current rule] often results in accounting that does not reflect the underlying economics of transactions and can result in financial reporting that lacks the transparency necessary to fully inform users making investment decisions." (link to pdf)

At the heart of the problem for Apple is its decision to offer iPhone owners free software updates from time to time — a practice that required its accountants to spread the revenue from iPhone sales over the life of a cellphone contract, typically two years.

Apple is not the only company that finds itself in this situation. Software makers like Microsoft (MSFT) and Oracle (ORCL) that do a lot of enterprise business are in the same boat. And indeed, Apple was one of dozens of companies, from TiVo (TIVO) to Xerox (XRX), that wrote to the FASB in support of the rule change.

But it could be argued that no company's product has been more misunderstood by more investors because of the old rules than Apple's iPhone.

The FASB's Emerging Issues Task Force met on Sept. 9 and 10, and decided in favor of the rule change on Sept. 10, according to Credit Suisse's accounting and tax research team. A meeting originally scheduled for Oct. 15 has been canceled; the next meeting is penciled in for Nov. 18-19.

[atomez]

A apresentação de novos produtos foi ... underwhelming ... e o stock ressentiu-se disso.

Mas o ponto alto foi o regresso do Steve:

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[steev]

Sim, na verdade Atomez, o volume esta a ter mais reaccao do que eu esperava.

Acompanhei quase todos os eventos nos ultimos 5 anos, quando ainda a Apple transmitia via QT.

Vamos esperar pelo fecho.

[steev]

Não digo que cause muita diferença na cotação, é um minor event

Ai faz sim senhor.

Ontem deu um salto e fez uma doji nos 172, hoje está no vermelho mas os 172 como suporte estão a aguentar bem.

Um caso típico de "comprar no rumor, vender na notícia" ...

Isso e relativo. Nao penso ter sido dado a este evento, penso ter sido mais técnico/mercado geral.

De qualquer das formas, vamos ver, o Steve apareceu e está a falar.

Atomez, no hard feelings, estou no mesmo barco que tu, na Apple como investidor e long-time user

PS: daí o meu nick...

Livefeed em http://www.appleinsider.com/articles/09 ... event.html

[atomez]

Não digo que cause muita diferença na cotação, é um minor event

Ai faz sim senhor.

Ontem deu um salto e fez uma doji nos 172, hoje está no vermelho mas os 172 como suporte estão a aguentar bem.

Um caso típico de "comprar no rumor, vender na notícia" ...

[steev]

Hoje expectativa para o evento 'Rock and Roll' (18h de cá):

http://www.macrumors.com/2009/09/08/its ... r-roundup/

Os preços dos iPods actuais sofreram um desconto hoje portanto é provável a saída de novos modelos.

Não digo que cause muita diferença na cotação, é um minor event, mas fica a informação para quem gosta (ou adora, como eu ) os produtos Apple.

[atomez]

Finalmente um fecho acima de 170

E no intraday os 170 já são suporte.

O meu target é agora ... 220

Fds prolongado ... depois do feriado do Labour Day (2ª feira 7 de Setº) vamos a ver.

Bom fds pra todos/as e aproveitem o Bom Tempo.

[Elias]

A Apple segue numa tendência ascendente irrepreensível.

Neste momento não consigo identificar suportes relevantes (em termos de curto prazo os 160 devem ser vigiados).

[atomez]

Um herói do capitalismo :


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[steev]

On 28 August, the Company and Apple reached a three-year agreement for the Company to sell iPhone in China. The initial launch is expected to be in the fourth calendar quarter of 2009. This will provide users with brand new communication and information experience.

http://www.chinaunicom.com.hk/en/press/ ... tml?id=456

Só estava à espera que esta notícia, que vem sendo rumor há anos, tivesse mais impacto na cotação. Secalhar, o mercado geral não deixou.

De resto, bullish na Apple, tanto no Fundamental (díficil de ser bear numa empresa como esta), como no Técnico, embora não discarde uma continuação de laterização/correcção (que tem vindo a acontecer nos últimos dias) antes de caminhar para norte, uma vez que os ganhos já estão esticados desde Março.

Se o Nasdaq deixar, não lhe custava nada voltar aos 200 ainda este ano

[atomez]

Estes tipos têm um marketing nada menos que espectacular !!!

Apple holding 'rock and roll' themed event, September 9th

Quebrem lá mas é os 170 e deixem-se de tretas

[atomez]

A Maçã já ganhou 100% desde os Mínimos de Março e está de novo a entrar em terreno de máximos históricos

A resistência nos 170 é que tem estado a dar luta, mas uma vez quebrada the sky is the limit

E notícias destas só ajudam:

iPhone outsold all Windows Mobile phones in Q2 2009

Apple's iPhone held onto a 13.7% share of global smartphone unit sales in the second quarter, outpacing Microsoft's Windows Mobile, which now claims just 9% of the market, according to Canalys.

"Apple has revolutionized the smart phone sector, leapfrogging more experienced rivals," Canalys senior analyst Pete Cunningham said in the company's report. Sales in the second quarter did not include much of the surge in new sales spurred by the release of the iPhone 3GS.

In the North American market, the iPhone grabbed a 23% share of smartphones sold, despite being tied to a single carrier in the US. Apple's US debut occurred months before sales were expanded to other countries, and international sales of iPhone really began a year later with the launch of the iPhone 3G. RIM held a commanding 52% share of US smartphones.

In Europe, the Middle East and Africa, Nokia maintained a 64% share while Apple took second place with 13.6%, followed by third place RIM with 10.3%. Those numbers indicate Apple has been much better at competing internationally against Nokia than RIM has, despite its having been in the smartphone business for nearly a decade compared to Apple's barely two year old iPhone assault.

Worldwide, Nokia still leads smartphone sales with 44.3% of the market, but that represents a significant slide over the last few years. As recently as 2006, Nokia's Symbian platform accounted for over 72% of smartphones sold; now it represents just 50.3%.

Nokia has particularly lost ground among business users due to the popularity of RIM's BlackBerry, which now claims a 20.9% share of smartphones. Nokia recently announced a "partnership" with Microsoft, which largely just involves porting Pocket Office apps to Symbian in a bid to make Nokia's devices more competitive with the BlackBerry.

But Nokia is also being battered in consumer markets by Apple's popular iPhone, which in just two years has surpassed the sum total of all vendors' Windows Mobile sales put together as well as the remains of the once significant Palm. Apple's rapid success is particularly noteworthy when compared to Google's free Android platform, which in a similar period of time has only managed to leave its brand on 2.8% of the smartphone market.

Canalys also notes that the iPhone's touchscreen form factor is emerging as the most popular, representing nearly 40% of all smartphones sold, compared to 12.3% being keypad devices like the Palm Treo or BlackBerry and just 10.7% being keyboard devices like those sold by HTC using Windows Mobile.

Apple May Be Highest Grossing Fifth Avenue Retailer

Aug. 24 (Bloomberg) -- As vacancies increase and retail sales throughout the U.S. remain a shadow of the decade’s boom, Apple Inc.’s stores are defying the recession.

At Fifth Avenue and Fifty-Ninth Street, the noon-day line on Aug. 11 snaked out the front door. More than a dozen people waited to buy an iPhone, which runs from $99 to $299, plus at least another $70 a month for a service plan. Every computer, seat and station was occupied by a visitor to midtown Manhattan.

Apple, based in Cupertino, California, increased revenue at its stores by 2.5 percent in the first six months of the year to $3 billion as the rest of the retail industry suffered. During the same period, sales at all U.S. retailers fell 9.2 percent compared with the first half of 2008, according to the U.S. Commerce Department.

Retail sales in New York City have fallen 8 percent to 10 percent from comparable 2008 levels, according to the Federal Reserve’s Beige Book business survey published July 29.

“Even if they are not spending money elsewhere, people are still spending money on technology gadgets,” said Patricia Edwards, a retail analyst and founder of Storehouse Partners LLC in Bellevue, Washington. “It’s both a need and a want. It fulfills that retail-therapy component.”

Apple’s store performance in the last year has been driven by the iPhone, according to Charlie Wolf, an analyst who covers Apple at Needham & Co. in New York. The retail operation saw a 22 percent increase in traffic during the quarter ended June 27, hosting a total of 38.6 million visitors, Chief Financial Officer Peter Oppenheimer said on a conference call in July.

Apple’s shares have almost doubled this year. The stock fell 16 cents to $169.06 at 4:05 p.m. New York time in Nasdaq Stock Market trading.

A Mercedes Per Square Foot

Apple’s Fifth Avenue emporium probably has annual sales of more than $350 million, topping any of the chain’s other outlets, said Jeffrey Roseman, executive vice president of real- estate broker Newmark Knight Frank Retail in New York. The location is 10,000 square feet, putting its sales per square foot at a minimum of $35,000, based on Roseman’s estimate.

That’s the equivalent of selling one Mercedes-Benz C300 sedan per square foot. Apple may be the highest grossing retailer ever on Fifth Avenue, said Faith Hope Consolo, chairman of the retail leasing and sales division at Manhattan-based Prudential Douglas Elliman Real Estate. Apple doesn’t disclose store-specific revenue, said Amy Bessette, a spokeswoman at the company.

[steev]

Profit rose to $1.23 billion, or $1.35 a share, Apple said today in a statement. Sales gained 12 percent to $8.34 billion in the quarter ended June 27. Analysts on average predicted profit of $1.17 and sales of $8.21 billion, according to a Bloomberg survey.

http://www.bloomberg.com/apps/news?pid= ... 0ne.raJOkI

EPS Acima do esperado, a subir ≈4.4x% no After-Hours!

[atomez]

Previsão para hoje:

A Maçã vai dar um belo pulo.

É que depois do fecho do mercado vai ser a apresentação dos resultados trimestrais e os rumores são que vão ser bem acima das previsões dos analistas, e o outlook para os próximos quarters vai ser optimista.




Este dado é espantoso -- a Apple tem 3% de market share nos telemóveis mas tem 20% dos lucros de todo o sector!!!





Quem quiser entrar é melhor esperar por amanhã ou depois pelo rebound.

Eu até estava a pensar fechar a posição por esta altura para recolher o "subsídio de férias", mas isto está com muito bom aspecto e tem o caminho aberto até aí aos 174. O melhor é deixar correr os ganhos.

[Pata-Hari]

Presidente da Apple recebeu transplante de fígado
20.06.2009 - 09h49 João Pedro Pereira
O presidente executivo da Apple, Steve Jobs, recebeu há cerca de dois meses um transplante de fígado e está em recuperação. A notícia vem pôr fim a meses de especulação sobre a saúde do líder da empresa.

Segundo o Wall Street Journal, Jobs deverá voltar à acitivdade ainda no final de Junho, tal como previsto quando, em Janeiro, anunciou que se ia ausentar por motivos de saúde.

Há anos que a saúde de Jobs é tema de especulação na imprensa e entre investidores. A questão remonta a 2004, quando Jobs foi operado a um cancro pancreático. O tratamento foi bem sucedido, mas, ao longo do último ano, as aparições em público do carismático líder da Apple mostravam um Jobs muito magro e chegaram a correr rumores sobre um possível ressurgimento do cancro.

Steve Jobs, fundador da empresa, é visto como um génio da indústria dificilmente substituível. Mas, desde que está de baixa, a cotação da empresa tem vindo a subir.

A gestão da Apple tem estado nas mãos do director de operações da Apple, Tim Cook, que muitos apontam como um possível sucessor para o cargo de presidente executivo.

[JCS]

A Apple testou a Ltd de médio prazo e parece ter (no curto prazo) esgotado o seu potencial de subida. Está em estado de sobrecompra e parece ter formado durante todo este rally uma Rising wedge (formação bearish).

Pessoalmente reduziria a minha posição substancialmente se as tivesse em carteira (não tenho AAPL em carteira) e ficava à espera de um break out para reentrar ou da quebra da wedge em baixa para sair totalmente.


Cumprimentos

JCS

[Elias]

LOL...

será que é oportuno citar aqui o discurso do Marinho e Pinto sobre as maçãs podres?

[MarcoAntonio]

Exacto. Mas a Apple tem a mania de ser diferente e inevitavelmente isso reflecte-se no tópico...