Óleo de coco dispara para máximos históricos e torna-se artigo de luxo na Ásia

[kknd]

Apple CEO Steve Jobs Resigns, Recommends Cook as Successor

Fonte: Bloomberg

[Elias]

Why Apple Needs to Replace Cisco on the Dow 30 now

[pascoa]

Este final de ano vai ser em grande para a AAPL.

Apple Developing New iPad

TAIPEI--Apple Inc. is working with component suppliers and its assembler in Asia for the trial production of its next generation iPad from October, people familiar with the situation say, as it looks to stay ahead of the competition in the fast-growing tablet computer market.

The Cupertino, Calif., company has ordered key components such as display panels and chips for a new iPad it is aiming to launch in early 2012, said the people.

The next generation iPad is expected to feature a high resolution display - 2048 by 1536 compared with 1024 by 768 in the iPad 2 - and Apple's suppliers have already shipped small quantities of components for the sampling of the iPad 3. Suppliers said Apple has placed orders for a 9.7-inch screen device.

One component supplier to Apple said the company has already placed orders for parts for about 1.5 million iPad 3s in the fourth quarter.

"Suppliers will ramp up production and try to improve the yield rate for the new iPad in the fourth quarter before its official launch in early 2012," said a person at the supplier.

Atenção à Amazon que vai lançar um pad de baixo custo, e pelo o que se está a ver pela HP que depois de abandonar os pads webos, baixou os preços de 399 para 99$ e está a vender como nunca, mesmo as pessoas sabendo que se trata de um produto descontinuado.

Mas o iPad da Apple vai ser realmente o melhor, sem hipótese para a concorrência fazer um pad "primo".

O que se terá de analisar, é que talvez finalmente haja um concorrente no mercado dos pad por parte da Amazon.

[atomez]

Este final de ano vai ser em grande para a AAPL.

Apple Developing New iPad

TAIPEI--Apple Inc. is working with component suppliers and its assembler in Asia for the trial production of its next generation iPad from October, people familiar with the situation say, as it looks to stay ahead of the competition in the fast-growing tablet computer market.

The Cupertino, Calif., company has ordered key components such as display panels and chips for a new iPad it is aiming to launch in early 2012, said the people.

The next generation iPad is expected to feature a high resolution display - 2048 by 1536 compared with 1024 by 768 in the iPad 2 - and Apple's suppliers have already shipped small quantities of components for the sampling of the iPad 3. Suppliers said Apple has placed orders for a 9.7-inch screen device.

One component supplier to Apple said the company has already placed orders for parts for about 1.5 million iPad 3s in the fourth quarter.

"Suppliers will ramp up production and try to improve the yield rate for the new iPad in the fourth quarter before its official launch in early 2012," said a person at the supplier.

[Elias]

iPhone 5 confirmado indirectamente por AT&T

Parece que o iPhone 5 foi confirmado indirectamente pela AT&T. Altos funcionários da AT&T, incluindo VP, fizeram alusão ao lançamento do iPhone 5 em Outubro.

Já ouvimos, lemos e vimos todo o tipo de rumores sobre o iPhone 5, sobretudo no que diz respeito à sua data de lançamento. A expectativa que prevaleceu foi o da apresentação do Apple iPhone 5 em Setembro, com elevadas probabilidades de ser lançado em Outubro. No entanto, e apesar das fortes probabilidades, continuam a ser rumores não oficiais.

Desta vez, e de acordo com o website BGR, parece que um alto funcionário da operadora de telecomunicações norte-americana AT&T preveniu diversos funcionários para o mês de Outubro. De acordo com a informação disponível, Outubro vai ser um mês crítico para a AT&T devido ao lançamento do iPhone 5 da Apple.

Por outro lado, mas de forma muito mais vaga, o vice presidente da AT&T fez questão de prevenir os empregados para os meses de Setembro e Outubro, prometendo que iriam ser tempos trabalhosos. Continua a não ser uma confirmação oficial do iPhone 5, mas certamente fazem sentido tendo em conta os rumores sobre a apresentação do iPhone 5 em Setembro, com respectivo lançamento em Outubro.


Sábado, 20 Agosto 2011 20:00

telemoveis.com

[Mares]

Apple vale tanto quanto todos os bancos da zona do euro


A Apple vale tanto quanto todos os 32 maiores bancos da zona do euro, segundo estatísticas apuradas nesta sexta-feira pela Thomson Reuters.

A comparação é resultado de uma queda acentuada no preço das ações de instituições financeiras, incluindo Santander, BNP Paribas, Deutsche Bank e Unicredit ante o preço estável dos papeis da companhia de tecnologia norte-americana.

Apple ultrapassa Exxon e vira empresa mais valiosa do mundo

Mais cedo nesta sexta-feira, o índice DJ STOXX de bancos europeus caiu 4%, implicando um valor atual de seus 32 integrantes de US$ 340 bilhões.

Em contraste, o valor de mercado da Apple disparou a US$ 340 bilhões em meio ao sucesso do iPad e do iPhone.

O valor de mercado das instituições financeiras é baseado no volume de ações em circulação no mercado, que no caso de alguns bancos franceses em particular é menor do que 100%.

Desde o começo de julho, o índice europeu de bancos perdeu um terço de seu valor, atingido pelo temor de que as instituições perderão bilhões com seus ativos atrelados a bônus governamentais da zona do euro e pelo fracasso de líderes políticos e econômicos de impedir que a crise de dívida da região se espalhe.

Desde o pico em maior de 2007, os bancos da zona do euro perderam três quartos de seu valor.

http://www1.folha.uol.com.br/mercado/96 ... euro.shtml

[Rockerduck]

Big Apple v Big Oil

American business
Big Apple v Big Oil
Aug 10th 2011, 11:08 by M.G. | SAN FRANCISCO

BY ANY standards it is a remarkable achievement. In the space of 14 years, Apple has transformed itself from a computer firm on the brink of bankruptcy into a stockmarket superstar. During trading on August 9th its market capitalisation even surpassed that of Exxon Mobil for a time, though by the end of the day the oil giant had reasserted its position as America’s biggest publicly quoted firm with a closing value of $348 billion compared with Apple’s $347 billion. It may not be long before the tech giant is hogging the top slot.

Apple’s stellar rise is a testament to the growing influence of the digital world in the global economy. Oil remains a vital raw material, but bits and bytes have become one too. Apple’s ascension is also a sign of changing times in the technology industry. On its way to the top of the valuation stakes, the company, which focuses primarily on consumer technology, has leap-frogged more business-oriented tech giants such as Microsoft and IBM.

It has been able to do so thanks to a new, global breed of consumer who loves to snap up the latest gizmos displayed in the firm’s alluring stores. Every few months, Apple stages the technology equivalent of a fashion show, where Steve Jobs, its iconic boss, teasingly unveils the latest collection of iPhones and iPads. (The next version of the iPhone is eagerly expected in the autumn.) True, Apple’s relative success is partly due to a dip in the oil price, which has pummeled Exxon’s shares, and to the volatility that swept through stockmarkets this week. But it is also due to investors’ confidence in Apple’s business model: last month the firm revealed that in its latest quarter its profit more than doubled, to $7.3 billion, while its revenues rose 82%, to $28.6 billion.

The only big cloud on the horizon concerns the health of Mr Jobs, who has been on a medical leave of absence since January—though he has retained his chief-executive responsibilities and has appeared at several official events. Many investors are betting the firm will continue to pump out fat profits even if the creative genius behind many of its biggest successes ultimately has to hand over the helm. Exxon has been warned.

[atomez]

O gráfico anterior é muito elucidadivo!

Em especial para quem acha coisas como "a economia americana está em decadência porque já não fabricam quase nada e os chineses é que vão tomar conta do mundo porque eles é que fabricam tudo"...

Como se vê, dos $560 a que o iPhone é vendido só $7 (o correspondente ao custo de montagem) é que ficam na China! A Apple fica com $368 (2/3 do total)...

O resto é o custo dos componentes fornecidos por empresas de vários países. E mesmo essas têm de pagar royalties e licenças às empresas que desenvolveram as tecnologias respectivas, a maior parte delas americanas.

Por exº, a quase totalidade dos écrans planos (LCD e plasma) produzidos no mundo paga royalties de patentes do vidro especial que usam e tecnologias de fabrico à Corning Glass, uma empresa americana.

O mundo não é tão simples como parece.

[Rockerduck]

How much of an iPhone is made by Samsung?

Apple and Samsung's symbiotic relationship
Slicing an Apple
Aug 10th 2011, 15:04 by P.K.

How much of an iPhone is made by Samsung?

APPLE doesn't make the iPhone itself. It neither manufactures the components nor assembles them into a finished product. The components come from a variety of suppliers and the assembly is done by Foxconn, a Taiwanese firm, at its plant in Shenzhen, China. The “teardown” graphic below, based on data from iSuppli, a market-research firm, shows who makes what inside the iPhone, and how much the various bits cost. Samsung turns out to be a particularly important supplier. It provides some of the phone’s most important components: the flash memory that holds the phone's apps, music and operating software; the working memory, or DRAM; and the applications processor that makes the whole thing work. Together these account for 26% of the component cost of an iPhone.

This puts Samsung in the somewhat unusual position of supplying a significant proportion of one of its main rival's products, since Samsung also makes smartphones and tablet computers of its own. Apple is one of Samsung's largest customers, and Samsung is one of Apple's biggest suppliers. This is actually part of Samsung's business model: acting as a supplier of components for others gives it the scale to produce its own products more cheaply. For its part, Apple is happy to let other firms handle component production and assembly, because that leaves it free to concentrate on its strengths: designing elegant, easy-to-use combinations of hardware, software and services.




Stranger still, Apple sued Samsung in April over the design of its Galaxy S handset (a smartphone that bears a strong resemblance to an iPhone) and its Galaxy Tab tablet computer (which looks rather like an iPad), claiming that they copied hardware and design features from Apple products. Samsung retaliated by counter-suing. In the latest twist, Apple has just gained injunctions to prevent the sale of Samsung's Galaxy Tab in Europe and Australia. But the two firms' mutually beneficial trading relationship continues.

The second part of the graphic shows that, beyond manufacturing and component charges, the lion’s share of the iPhone's $560 price tag goes to Apple, though just how much it spends on software development, R&D, marketing, shipping, packaging and so forth is unclear. But Apple now commands the largest slice of the handset industry's profit share, so its margins are still impressive even when these costs have been taken in account. Apple also became the world's largest supplier of smartphones in the second quarter (see chart), with Samsung in second place. And on August 9th, on the same day as its victory over Samsung in the European courts, Apple even briefly surpassed Exxon Mobil to become the world's largest company by market capitalisation. So although Apple does not actually make the iPhone, it certainly makes a lot of money from it.

[JCS]

Uma curiosidade:

Password de um iPhone pode ser pirateada em 18 minutos
Eudora Ribeiro  
10/08/11 12:55


Dino Dai Zovi, um conhecido hacker da Apple, revela que em apenas 18 minutos é possível descobrir uma password de 4 números.

Um ataque "brute force" ao iPhone, com os equipamentos adequados, pode passar pela tentativa de nove passwords diferentes por segundo, de acordo com Dino Dai Zovi, consultor de segurança independente e conhecido hacker de produtos da Apple, citado pela CNN.

Feitas as contas, uma password de quatro números pode demorar (apenas) 18 minutos a piratear.

Já os caracteres alfanuméricos são mais difíceis. De acordo com a CNN, uma password com quatro destes caracteres pode demorar 51 horas a piratear.

Sem surpresas, o tempo para descobrir uma password alheia aumenta em proporção com o número de símbolos. Cinco caracteres alfanuméricos podem levar oito anos a serem descobertos, e para chegar a uma combinação de oito caracteres alfanuméricos desconhecidos são precisas várias vidas humanas: demora 13.000 anos.

JCS

[atomez]

Depois de ontem ter pontualmente acontecido, hoje após o fecho das bolsas americanas, a Apple é a empresa mais valiosa do mundo.

Apple Overtakes Exxon to be Most Valuable

Apple Inc. (AAPL) surpassed Exxon Mobil Corp. (XOM) to seize the title of world’s most valuable company, as investor confidence in high-tech growth prospects exceeded faith in the oil industry’s gushing profits.

While both companies declined today, Exxon fell more, leaving it with a market value of $330.8 billion, compared with $337.2 billion for Apple at the close of U.S. markets. Yesterday was the first time Apple passed Exxon in intraday trading.

[Elias]

Lançamento do iPhone 5

Em Setembro será o lançamento do próximo iPhone da Apple. Ainda não é oficial, mas a Apple já terá definida uma data de lançamento para o iPhone 5.

De acordo com o website Boy Genius Report, o Apple iPhone 5 já terá uma data de lançamento confirmada. O mesmo website avança ainda que o Apple iPhone 5 (ou iPhone 4S, como também é conhecido) será apresentado ainda em Agosto. O lançamento do iPhone 5 será em Setembro.

E enquanto o mundo aguarda pelo lançamento do sucessor do iPhone 4, a Apple já terá (possivelmente) iniciado a produção em massa do iPhone 5. O Telemoveis.com ainda não recebeu, no entanto, nenhuma confirmação oficial quanto ao lançamento do iPhone 5, mas as probabilidades são fortes. Ficaremos a aguardar por mais novidades relativas à confirmação do lançamento do iPhone 5.

Entretanto não deixem de estar atentos ao nosso passatempo sobre o iPhone 4.

Terça, 09 Agosto 2011 10:00

http://www.telemoveis.com/noticias/lanc ... 22597.html

[Supermann]

Apple is cheaper at $353.21 than it was at $78.20

Its P/E ratio hit 13.97 Monday, lower than at the depth of the 2008-2009 meltdown

Reader Travis Lewis points out that after Monday's $20.41 (5.8%) drop, Apple's (AAPL) price-to-earnings ratio has fallen below the low point set on Jan. 20, 2009 -- six days after Steve Jobs announced his second medical leave -- when the stock closed at $78.20.

To make the comparison, Lewis had to go back to Apple's non-adjusted earnings numbers, before the company revised its accounting methods to include deferred revenue from iPhone sales. His calculations:

Q4'08 EPS: $1.26
Q3'08 EPS: $1.19
Q2'08 EPS: $1.16
Q1'08 EPS: $1.76

Total fiscal 2008 EPS: $5.37.
01/20/2009 trailing P/E ratio: 14.56
08/08/2011 trailing P/E ratio: 13.97

In other words, Apple at $353.21 (which is where it closed Monday) is cheaper than Apple at $78.20 (where it closed on Jan. 20, 2009).

Se lhe tirares o cash do balanço então fica com um PER abaixo de 10

Segundo as minhas contas ela neste momento mesmo a 700 USD estava relativamente barata.

[4c1d]

Apple Inc. (AAPL) won a temporary order that prevents Samsung Electronics Co. from distributing the Galaxy Tab 10.1 tablet computer in the European Union, except the Netherlands.

Notícia aqui:
http://www.bloomberg.com/news/2011-08-09/apple-says-it-won-order-against-samsung-galaxy-tablet-in-eu-1-.html

[atomez]

Apple is cheaper at $353.21 than it was at $78.20

Its P/E ratio hit 13.97 Monday, lower than at the depth of the 2008-2009 meltdown

Reader Travis Lewis points out that after Monday's $20.41 (5.8%) drop, Apple's (AAPL) price-to-earnings ratio has fallen below the low point set on Jan. 20, 2009 -- six days after Steve Jobs announced his second medical leave -- when the stock closed at $78.20.

To make the comparison, Lewis had to go back to Apple's non-adjusted earnings numbers, before the company revised its accounting methods to include deferred revenue from iPhone sales. His calculations:

Q4'08 EPS: $1.26
Q3'08 EPS: $1.19
Q2'08 EPS: $1.16
Q1'08 EPS: $1.76

Total fiscal 2008 EPS: $5.37.
01/20/2009 trailing P/E ratio: 14.56
08/08/2011 trailing P/E ratio: 13.97

In other words, Apple at $353.21 (which is where it closed Monday) is cheaper than Apple at $78.20 (where it closed on Jan. 20, 2009).

[Elias]

Exacto, agora falta saber se foi um fundo em V (tipo trampolim) ou se vai voltar a cair e formar uma base mais alargada antes de voltar a máximos.

[Rockerduck]

Cá por mim é de ter calma e esperar mais uns dias.

As quedas dos últimos dias foram fortes e com volumes muito altos e além disso o RSI ainda não está muito sobrevendido.

O suporte nos 360 não chegou a ser testado como suporte, era uma anterior resistência. Acho que o suporte mais consistente é nos 330. Aí sim, será um bom ponto de entrada, isto se os mercados não continuarem em queda livre...

A recuperação de hoje denotou alguma força... parece-me... aliás, eu creio que o suporte dos 360 andou foi ali nos 355.

[atomez]

Não pára de impressionar...

Apple and ExxonMobil trade back and forth as world's most valuable firm





Apple Inc. became the world's most valuable company by stock value twice on Tuesday, at one point passing ExxonMobil with a market capitalization of close to $339 billion.

The Cupertino, Calif., software company has been nipping at the oil giant's heels for months, but the turbulent stock market finally pushed ExxonMobil down far enough for Apple to float past it -- for a little while.

Apple passed ExxonMobil twice during regular trading, once around 10 a.m. PDT, and a second time around 11:15 a.m., before the general market rally ebbed a few minutes later and dropped Apple back to second place.

Apple, at one point up close to 4.2% during regular market trading to $367.42, has been enjoying years of breakneck growth, up 40% over last year, and close to 500% over the last five years. ExxonMobil, meanwhile, is up only about 11% in the last year, and only 1% in the last five years.

The oil company's revenue of $125 billion for the recent quarter was more than four times as large as Apple's $28 billion in sales -- but Apple's international expansion of the iPhone, especially in East Asia, are helping the company keep its revenue growing quickly.

[Las_Vegas]

Impressionante o cash disponivel da Apple.

Dava à vontade para nos tirar do buraco...

Nacionalizemos a Apple, já!

Nacionaliza-se e metem-se politicos no conselho de administração da Apple. O Jobs ia adorar

Sei de dois perfeitos para o lugar: Sócras e Vara.

Até podiam fazer em conjunto um Macagalhães que seria um mix dos Macs com o nosso Magalhães.

[JCS]

Impressionante o cash disponivel da Apple.

Dava à vontade para nos tirar do buraco...

Nacionalizemos a Apple, já!

Nacionaliza-se e metem-se politicos no conselho de administração da Apple. O Jobs ia adorar

[atomez]

Impressionante o cash disponivel da Apple.

Dava à vontade para nos tirar do buraco...

Nacionalizemos a Apple, já!

[JCS]

Impressionante o cash disponivel da Apple.

JCS

[atomez]

Why isn't Apple AAAA?

Bank of America's market cap hit $70 billion Monday. Apple could buy it with cash.

In the wake of Standard & Poor's downgrade of U.S. government securities -- from AAA to AA+ -- Apple's (AAPL) shares are getting pummeled along with the rest of the market.

But after the subprime mortgage debacle and the debt ceiling circus, it's worth remembering that this is a company whose profits last quarter grew 125% year over year and that at one point last month had more money in the bank than the Federal government. As of June 25, Apple's holdings in cash and marketable securities stood at $76.2 billion.

That's enough to buy Bank of America (BAC) outright and still have more than $6 billion left over.

Not that Steve Jobs or Tim Cook would ever do anything that foolish.

[atomez]

Nem só de iPhones vive a Apple...

Apple portable computers set to dominate the rest of 2011

Especially if you throw in iPad sales, as yet another Wall Street analyst has done



If you look closely at the chart, taken from a note to clients issued Monday by Deutsche Bank's Chris Whitmore, you'll see that it has two entries for the second quarter of 2011.

Both show notebook computer sales as reported by the six largest vendors. The difference -- which Whitmore has highlighted with an orange circle -- is that the second includes iPad sales and the first doesn't.

Most analysts don't consider tablet computers real computers, but those that do have a very different perspective on Apple's (AAPL) place in the market. As Whitmore's chart shows, it's the difference between last place and first place among the six largest makers of portable computers.

The irony is that according to Whitmore, Apple is well positioned to gain on Hewlett-Packard (HPQ), Dell (DELL) and the rest of the Microsoft (MSFT) Windows manufacturers even without the iPad. He writes:

Within the computing market, we see significant opportunity for Apple to take meaningful share in the second half as the Microsoft / PC ecosystem is relatively stagnant, lacking meaningful new offerings. On the other hand, Apple will be competing with an upgraded Mac OS, new MacBook Airs (and other forthcoming Macs) and a new iPad iOS. Within the Tablet market, the iPad remains the Gold Standard as competitors struggle for mindshare and traction (note HP's price cuts on the TouchPad). Meanwhile, competing PC manufacturers have suggested Ultrabooks won't ramp in material volumes until 2012 due to challenges driving price points meaningfully below Apple's Air. As such, Apple appears particularly well positioned for more share gains heading into the back-to- school and holiday selling season.

[atomez]

Cá por mim é de ter calma e esperar mais uns dias.

As quedas dos últimos dias foram fortes e com volumes muito altos e além disso o RSI ainda não está muito sobrevendido.

O suporte nos 360 não chegou a ser testado como suporte, era uma anterior resistência. Acho que o suporte mais consistente é nos 330. Aí sim, será um bom ponto de entrada, isto se os mercados não continuarem em queda livre...