Mota-Engil soma mais 560 milhões em contratos no México, Portugal e Ruanda

[MACACOS]

a que se deve esta subida da apple,? sera que é para manter?obrigado

[Sei lá]

Atomez, o verdadeiro problema é a saude do Steve Jobs. Só quando o voltarem a ver com bom aspecto é que isto vai ao sitio. As pessoas não acreditam que aquilo seja apenas uma virose.

[atomez]

Bem, pelo menos o suporte nos $170 parece que está a aguentar.

Este comportamento da AAPL é mesmo estranho... as perspectivas a médio prazo são excelentes.

O iPhone 3G até vai ser o produto Apple com maior margem de lucro de sempre. Segundo analistas da matéria o custo de produção do iPhone é de $100 e o preço de venda para os operadores é de $400.

Uma margem bruta de 75% é excelente, até mesmo para a Apple que costuma ter margens acima da média da indústria.

iPhone 3G could cost Apple as little as $100

The new iPhone costs Apple considerably less than the original to make, according to a somewhat speculative analysis by Portelligent, an Austin, Texas-based teardown specialist.

David Carey, Portelligent’s president, told EETimes that based on what his firm knows about the components Apple (AAPL) is using, the bill of materials for the new phone could be as low as $100. The first iPhone, by contrast, came with a BOM of $170.

“Apple’s really taking the gloves off on this one,” Carey told EETimes.

Although the 3G and GPS chipsets in the new model add to its cost, Apple is saving on other components, says Carey. The display that Apple paid an estimated $60 for last year, he says, may cost it half as much this year, thanks to a learning curve and engineering changes. The $100 Apple is charging for the extra memory in the $299 16GB model probably costs the company $20.

Portelligent’s conclusions are only guesses, of course, because the company didn’t actually have an iPhone 3G in hand to tear down.

Still the profit margin on the iPhone 3G is probably quite handsome, even by Apple’s rich standards.

AT&T (T) and the other carriers could be subsidizing the $199 sale price by $200, according to Piper Jaffray’s Gene Munster, which means Apple may be charging its partners as much as $399 per phone.

“If these numbers are true,” writes the Yankee Group’s Carl Howe, “the iPhone 3G could end up being the most profitable product Apple makes.”

[blackjack_CALD]

T-Mobile to sell 3G iPhone from 1 euro in Germany

http://www.reuters.com/article/technolo ... nologyNews

FRANKFURT (Reuters) - Deutsche Telekom AG's (DTEGn.DE: Quote, Profile, Research, Stock Buzz) T-Mobile will sell Apple Inc's (AAPL.O: Quote, Profile, Research, Stock Buzz) new iPhone for as little as 1 euro ($1.54) for the 8-gigabyte version together with a 69 euro monthly contract, it said on Monday.

Apple is set to reach far more consumers with the launch of the 3G iPhone in 70 countries than it did with the original version a year ago, partly due to having abandoned its insistence that carriers give it a share of call revenue.

Operators such as T-Mobile now have more scope to subsidize the cost of the phone to buyers in return for more lucrative contracts.

Some carriers, including Telefonica's (TEF.MC: Quote, Profile, Research, Stock Buzz) O2, have said iPhone users consume 30 times as much data as users of other Internet-enabled phones.

The original iPhones that went on sale a year ago cost hundreds of euros and were sold in conjunction with expensive, exclusive deals with a single carrier in each country. Six million of the handsets were sold.

T-Mobile will sell the 3G iPhone with 8 gigabytes of memory, enough to store about 2,000 songs or 8 feature-length movies, for between 1 and 169.95 euros, depending on the data plan.

The 16-gigabyte version will start at 19.95 euros with an all-inclusive data plan costing 89 euros per month, going up to 249.95 euros for a minimal 29 euros-per-month contract.

(Reporting by Georgina Prodhan; Editing by David Holmes)

[Laribau]

Caros amigos,

A recente descida da AAPL está relacionada com o acordo entre a PALM e a VERIZON para a comercialização do modelo CENTRO da PALM a $99. O CENTRO concorre directamente com o IPHONE e o BLACKBERRY . A PALM subiu entretanto mais de 10 %.

[MACACOS]

abandonei a minha posição na apple, vou esperar pelo o futuro que parece ser a descida.sera?
se as noticias de hoje fossem negativas ja devia estar nos 160.

[atomez]

A Maçã está a ficar bichosa...

Hoje quebrou em baixa o suporte nos 180 com força e com um volume significativo. E furou a BB inferior. Até no after-hours continua a cair. Isto em dia de subida do mercado...

Razões pode haver muitas.

O mercado já estava à espera do anúncio do iPhone 3G mas parece que não gostou que só venha a estar nas lojas daqui a um mês...

O novo modelo de negócio -- baixa de preço de venda (note-se que só foram anunciados os preços nos States pela ATT, é natural que a ATT esteja a "subsidiar" o handset tal como é hábito noutras marcas, para o resto do mundo ainda não se sabe quais vão ser os preços) e renúncia à partilha de revenue posterior com o operador -- também não está a agradar...

E depois as notícias que o Steve está com uma virose. Em princípio não deveria ser nada de especial, mas a Apple vive do Steve. Alguns analistas dizem que se por qualquer motivo ele deixasse de ser o CEO as acções cairiam 20% no dia a seguir. Quer dizer, o homem "vale" $30 biliões...

Também há a história que quando ele foi diagnosticado com cancro no pâncreas recusou-se a ser operado e queria tratar disso só com métodos naturais e foi a custo que o resto da administração e amigos o convenceram a ser operado...

Seja o que for a mensagem que o mercado transmite é negativa. Tal como tinha dito atrás, o que acontecesse a seguir ao anúncio do iPhone 3G seria determinante. Se quebrasse os 190 em alta era sinal que ia por aí acima; mas que quebrasse os 180 em baixa era sinal que ia por aí abaixo. E foi esta última que aconteceu.

Portanto estou de saída, pelo menos até 11 de Julho quando o iPhone 3G for posto à venda.

Disclaimer: Já me inscrevi para comprar um


PS: Vodafone Italia anuncia iPhone 8G a 499€ e 16G a 569€ sem contrato. Por cá deve ser igual ou parecido.

[Sestercio]

Quem gostar de ver as keynotes do Steve Jobs
pode encontrá-la aqui:

http://events.apple.com.edgesuite.net/0 ... index.html

[Expat]

Li na CNBC que o Steve Jobs parece estar muito doente e teve uma presenca muito discreta na apresentacao do novo IPhone.
Sendo que ele e a apple se confundem, o mercado parece estar receoso.
A Apple diz que ele esta com um virus e abalado por causa de antibioticos, mas a suspeita e que o cancro do pancreas tenha voltado.
Enfim espero que tudo isto nao seja verdade e bons negocios para todos.

Entretanto ja viram o anuncio que a HP fez recentemente

HP Unveils New Touch-Screen Desktops
Much-Improved Models Reminiscent of iPhone, Wii
By Beth Snyder Bulik

Published: June 11, 2008

YORK, Pa. (AdAge.com) -- Following the wave of awe and acclaim over the iPhone's distinctive touch-screen, PCs are joining the latest "hands-on" revolution in tech, led by Hewlett-Packard. The question is whether the innovation will catch on as well with consumers.
John Cook, VP-marketing of HP's consumer PC business, said, 'The HP TouchSmart PC is all about reinventing the personal computer experience.'

HP this week unveiled two sleek and consumer-friendly touch-screen desktop computers that are set to hit retail stores in July. HP had last year introduced its first TouchSmart computer, but most agree it was a first-generation market test.

Bigger, better
The newest versions are designer icons with bigger, yet flatter screens, much-improved software and a better overall consumer experience. Another sign of a push for a touch revolution by HP is its own stepped-up hype. John Cook, VP-marketing of HP's consumer PC business, declared in a news release, "We're changing personal computing from just feeds and speeds to an experience influenced by consumer trends and design that anticipates customers' needs. "

He added, "The HP TouchSmart PC is all about reinventing the personal computer experience."

Is that so? So far there has been lots of applause from analysts, but the media and consumers are decidedly more subdued in their response.

"If Apple had said we have a touch-screen iMac, I have a feeling the media would have exploded over it," said Forrester Research analyst J.P. Gownder, who used the original TouchSmart and lauds the vast improvements in the second-generation computer.

How new is this, really?
Some of the skepticism may be from past experience. Not just with HP's original 17-month-old TouchScreen, but also with tablet computers that have touch-like capabilities using a stylus, which have been around for years and haven't exactly sent sales skyrocketing.

The pricing of the units -- $1,299, and $1,499 for one with a TV tuner -- may also still be an adoption barrier, with premium desktops available in the $1,000 or lower range, said analyst Roger Kay of Endpoint Technologies Associates. But while he doesn't think sales of TouchSmart PCs will have a huge revenue impact just yet, he does agree that touch is important to the future of the PC category, as well as the whole tech sector. Nintendo, for example, figured that out already as it continues to blast monthly sales numbers with its one-of-a-kind touch-screen handheld DS.

HP did not reveal its marketing plans for the TouchSmart PCs, but it is expected the promotion will be more aggressive with this generation. Already the company is running a contest on its web home page for consumers to win TouchSmarts, pushed by the tagline "The computer as you've never felt it before," notably written in the same distinctive font as all its other recent PC ads (under "The PC Is Personal Again" umbrella). Goodby, Silverstein & Partners, San Francisco, is HP's agency.

Getting it right
Mr. Gownder said design and user experience will play a large role in adoption, and this version seems to get both right. HP has learned not only from the white-hot popularity of Apple's iPhone with its touch-screen, but also the gangbuster sales and adoption of Nintendo's Wii video-game console, he said.

"If a product can bring people together to work or play in a collaborative way ... it creates an added social value, and that's where it gets interesting," he said. "The Wii radically changed the relationship people have with gaming. Similarly, touch-screen has the ability to do the same in the PC market."

The TouchSmart falls into the emerging all-in-one desktop category -- that is, computers with the hard drive and working mechanisms all located within the screen. That's an important distinction, because while desktop sales continue to fall, all-in-ones are "the one bright spot" in that moribund category, Mr. Kay said.

HP will still need to throw its marketing weight behind the TouchSmart in targeting buyers, expected to be families with above-average income and technology ownership levels, with more than one PC already in the home.

"Touch is not in and of itself going to be the end of the competition," Mr. Gownder said. But "what's cool is the form factor, the attractive experience and the price point, which all set it up for much more success."

[MACACOS]

Alguem sabe o porque desta descida?
sera que a tendencia é para continuar a descer.
obrigado

[atomez]

Citigroup hikes Apple target to $287, Lehman to $234

Having digested Apple's iPhone 3G announcements from Monday, analysts at both Citigroup and Lehman Brothers have sharply raised their 12-month price targets for the electronics maker.

"We remain aggressive buyers of Apple shares at current levels," said Citigroup analyst Rich Gardner, who raised his price target on the Cupertino-based firm from $248 to $287. "Apple's decision to move from a revenue share model to a traditional subsidy model for the 3G iPhone is a significant positive because Apple receives iPhone-related cash flow sooner."

As a result, the analyst boosted his fiscal 2009 and fiscal 2010 free cash flow estimates from $7.4B and $8.9B to $9.3B and $10.2B, respectively, but noted the change in carrier model will likely have little net impact to his already above-consensus GAAP per-share earnings estimates. The shift in carrier payments to the point of sale should, however, boosts fiscal 2009 and fiscal 2010 revenue by $1.4B-3.2B, he said.

...

Separately, Lehman Brothers analyst Ben Reitzes also raised his price target on Apple shares to $234 from $202, saying he viewed the company's announcements Monday as positive for the stock due primarily to the new $199 price point for the 3G iPhone and its ability to drive multiple revenue streams within the company

"We believe weakness in the stock initially was a combination of a 'sell on news' reaction and some concerns about the product shipping about 2 weeks later than we expected," he wrote in a note to clients. "Also, we believe there is some confusion about the altered iPhone business model. We would use weakness in shares to accumulate the stock given Apple is creating a top of the line mobile community with multiple revenue streams that we believe should benefit investors over the long-term."

[MACACOS]

gostava de ouvir uma opnião a cerca do futuro da apple, com o novo iphone.
sera que amanha apple vai começar a recuperar das ultimas quedas?
obrigado

[atomez]

Aí está ela em cima dos 190

[atomez]

Como previsto, a Maçã lá tem andado no marasmo entre os 180 e 190 há mais de 1 mês...

Mas isso está a acabar.

Na 2ª feira 9 de Junho El Steve vai anunciar o iPhone 3G




É histórico que a AAPL costuma subir na semana seguinte aos anúncios importantes:





Embora no próprio dia muitas vezes haja uma queda e é um bom ponto de entrada, cá para mim prefiro não arriscar porque o que se passou durante este mês já foi um anticlimax e acho que invalida essa tendência.

A AAPL em vez de reagir ao rumor reage ao rumor do rumor e agora é a confirmação do rumor...

Ah, just one more thing -- as vendas de iPod estão acima do previsto e dos MacBooks também... 50% acima!

De modo que vou reentrar ainda esta semana. Target nos 230-250 ainda antes das férias.

[atomez]

Fim de página

[atomez]

Aqui também não

[atomez]

Aqui não gosto.

[atomez]

Ora aí está a confirmação do rumor do rumor:

3G iPhone Coming June 9th

We all suspected it, but now it is confirmed: someone very, very close to the 3G iPhone launch has told me that Apple will announce their new model at the WWDC Keynote on June 9th. The second-generation iPhone will be available worldwide right after the launch, and not at year's end, as previously thought. The new model will also herald new sales policies in some countries.

In Spain, for example, the 3G iPhone will be available for sale at the June 18th grand opening of Telefonica's megastore—an Apple Store-like shop located in the company's historical building in Madrid's Gran Vía— with nationwide availability the next day or after a few hours. The other European countries with iPhone availability will have similar launch schedules.

According to another source involved in the launch, the 3G iPhone will no longer be available at a fixed price point—at least in some countries, and its launch will also bring new sales policies, although these have not been completely specified yet.

The move is a logical step, since the iPhone has clearly solidified its position as the cellphone to beat during the last 12 months, and companies in the cutthroat European cellphone market need to use it as an incentive to capture clients aggressively.

This most probably means the new 3G iPhone will be integrated in the usual marketing systems of carriers, with point-based trade-ups, discounts for carrier switchers and other service-based subvention packages.

Countries where the iPhone is now available, or will be this summer, are marked in red:

[atomez]

alguem sabe o que se passou com a apple? desceu mais que as outras empresas.obrigado

mantenho o que disse:

A Maçã parece estar a querer atacar os 190, mas desta vez "cheira-me" que vai andar de lado uns tempos na banda dos 180-190. É que os volumes estão fracos e começa a divergir bastante da BB. Parece ser um momento de profit taking.

Está a entrar numa zona de máximos históricos, há pouco historial anterior para fazer previsões e por isso muita gente acha que é altura de realizar os ganhos de 2 meses excelentes e esperar para ver o que se segue.

[salvadorveiga]

resistencia nos 193 +/- ...

[MACACOS]

alguem sabe o que se passou com a apple? desceu mais que as outras empresas.obrigado

[atomez]

BB ? estas a referir-te a que ? nao percebi dsclpa...

Bollinger Band

[salvadorveiga]

BB ? estas a referir-te a que ? nao percebi dsclpa...

[atomez]

A Maçã parece estar a querer atacar os 190, mas desta vez "cheira-me" que vai andar de lado uns tempos na banda dos 180-190. É que os volumes estão fracos e começa a divergir bastante da BB. Parece ser um momento de profit taking.

Isso deve manter-se até finais de Junho quando for lançado o novo iPhone 3G.

Mas há rumores que pode vir a anunciar uma consola de jogos portátil (Apple to announce handheld games console at WWDC?) e há sempre quem seja tentado a "comprar no rumor"...

Cá pour moi é boa altura para amealhar os lucros e ir para pastagens mais viçosas. Mas logo que quebre os 190 com força é de voltar para aproveitar novos máximos históricos.

Disclaimer: na semana passada vi o Steve Jobs no supermercado vegan onde ele se costuma abastecer em Cupertino (Whole Foods) e estava um bocado em baixo, coitado...

[salvadorveiga]

Bem tive que ir buscar este topico ás couves... Boa noticia a meu ver... ruptura de stocks no Iphone só indica que está a haver uma incessante procura do telefone aqui da Applezinha... continua dentro e ja la vai quase 20% de ganhos