CALDEIRÃO DE BOLSA

Um em cada seis não é mau, em Portugal de ser tres em cada seis no minomo, enfim é o capitalismo no seu melhor, não são só as empresas que querem €€€ as pessoas também. Se o preço mais baixo e desbloqueado isso ja não acontecia , enfim.

O Fenómeno da Pirataria...
[quote=""]Um em cada seis iPhone foi desbloqueado para funcionar noutras redes
A Apple revelou ontem, após a apresentação dos resultados, que um em cada seis iPhone adquirido foi desbloqueado ilegalmente para funcionar noutras operadoras que não a AT&T, números que surpreenderam os analistas que acreditavam que este problema não tinha tão larga escala.

--------------------------------------------------------------------------------

Paulo Moutinho
paulomoutinho@mediafin.pt



A Apple revelou ontem, após a apresentação dos resultados, que um em cada seis iPhone adquirido foi desbloqueado ilegalmente para funcionar noutras operadoras que não a AT&T, números que surpreenderam os analistas que acreditavam que este problema não tinha tão larga escala.

Timothy Cook, administrador executivo operacional da Apple, afirmou que 250 mil dos 1,4 milhões de iPhone vendidos pela fabricante, desde que este equipamento começou a ser comercializado (em Junho), teve como propósito o desbloqueio ou a modificação do "software" por forma a permitir utiliza-lo com outras operadoras da rede móvel.

Os clientes que compram iPhone mas não subscreveram o serviço da AT&T, a operadora norte-americana com quem a Apple tem um contrato de exclusividade, estão a provocar danos a ambas as companhias já que estas deixam de receber as comissões mensais do serviço.

Este número de iPhone desbloqueados ilegalmente superou largamente as estimativas dos analistas consultados pela Bloomberg que apontavam para que este problema tivesse atingido entre 10 a 100 mil unidades do novo "best seller" da Apple.

De acordo com a Bloomberg, têm-se registado casos de clientes que compram cinco iPhone de cada vez nas lojas norte-americanas da empresa. Estes equipamentos são depois desbloqueados da operadora e depois vendidos por um preço mais elevado para países fora dos EUA.

Recentemente o jornal "Kommersant" noticiou que a euforia com o iPhone na Rússia estava a levar os russos a antecipar-se à introdução do equipamento naquele mercado, optando por comprá-lo no "mercado negro", já desbloqueado, por somas que ascendiam aos 1.100 euros.

quote]

A apple a abrir com um gap tão grande até que ponto poderá ser bom ou mão para a cotação da acção para o resto do dia? Acompanhará a tendencia do gap ou tenderá a fechar?

Texas Instruments Net Gains; Shares Fall on Outlook (Update1)

By Ian King

Oct. 22 (Bloomberg) -- Texas Instruments Inc., the world's biggest maker of mobile-phone chips, said third-quarter profit rose 11 percent. The shares fell after the company's sales forecast missed analysts' estimates.

Net income increased to $776 million, or 54 cents a share, from $702 million, or 46 cents, a year earlier, the Dallas based company said today in a statement. Sales fell 2.6 percent to $3.66 billion.

Texas Instruments benefited in the quarter from higher demand for so-called analog chips, the semiconductors that perform diverse functions such as converting power or managing settings. Sales this quarter will rise to as much as $3.68 billion, missing the average estimate of $3.7 billion in a Bloomberg survey of analysts.

``It's off a little because the revenue is short of expectations,'' said Steve Smigie, a St. Petersburg, Florida- based analyst at Raymond James & Associates, who has a ``strong buy'' rating on the stock. ``The analog business was strong'' in the third quarter.

Texas Instruments fell $1.01, or 2.9 percent, to $33.26 in extended trading. The shares rose 35 cents to $34.27 at 4 p.m. in New York Stock Exchange composite trading and have gained 19 percent this year.

Texas Instruments expects fourth-quarter profit to rise to 48 cents to 54 cents a share. Analysts in a Bloomberg survey predict profit of 51 cents a share.

Customers' Stocks

While Texas Instruments is getting more orders than it is delivering, some customers aren't restocking yet after building up too much inventory last year, Vice President Ron Slaymaker said last month. Before today, orders had risen for three straight quarters.

Texas Instruments narrowed its third-quarter sales forecast on Sept. 11 to between $3.56 billion and $3.72 billion, from an earlier prediction of as much as $3.79 billion. The company predicted profit of 49 cents to 53 cents a share, including a 2- cent gain from selling a unit.

Analysts predicted profit of 50 cents a share on sales of $3.66 billion, according to the average of estimates in a Bloomberg survey. Of the 36 analysts that cover Texas Instruments, 28 recommend buying the stock, seven say ``hold'' and one advises selling, according to Bloomberg data.

Digital Chips

Sales growth for digital chips used in phones was crimped by Motorola Inc. cutting back orders, said Daniel Berenbaum, an analyst at Caris & Co.

At Motorola, the fading popularity of the Razr phone contributed to a 19 percent drop in sales last quarter and its second straight loss. Phone shipments slumped by about a third at Schaumburg, Illinois-based Motorola, the biggest mobile-phone maker in the U.S.

Texas Instruments' biggest competitor in the market for digital signal processors used in phones is Qualcomm Inc. in San Diego. Signal processors turn the radio signals that phones receive into voice and data.

In July, the company reported second-quarter sales and profit that missed analysts' estimates, sending the shares down 4.5 percent the next day.

To contact the reporter on this story: Ian King in San Francisco at ianking@bloomberg.net
Last Updated: October 22, 2007 17:02 EDT


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Mais uma que se aproxima de bons niveis para o short.

Ulisses, há pouco falavas da PetroChina a ter debaixo de olho em 2008, olhos nesta também...

Embora seja um pouco Off-Topic cá estão os resultados do 3ºTrim de mais uma large cap...

Abraços,

Roooy


==========
Texas Instruments 3rd-quarter profit rises
NEW YORK, Oct 22 (Reuters) - Mobile chipmaker Texas
Instruments Inc posted higher third-quarter earnings on Monday
as it sold more analog chips with higher profit margins.
TI, which makes everything from calculators to chips for
the latest televisions, said profit from continuing operations
rose to $758 million, or 52 cents per share, from $686 million,
or 45 cents a share.
But revenue fell to $3.66 billion from $3.76 billion in the
year-ago period. Year-ago revenue was boosted by excess
ordering by customers, which had sparked an inventory glut that
TI cleared this year.
On Sept. 11, TI forecast earnings from continuing
operations of 49 cents to 53 cents per share on revenue of
$3.56 billion to $3.72 billion. Analysts were looking for
earnings of 50 cents on revenue of $3.66 billion, according to
Reuters Estimates.
TI shares are down about 4 percent since September on
investor disappointment over the company's revenue outlook.
Investors have also been worried about phone maker Nokia Oyj's
decision to sign up new suppliers besides TI.

Alias, o propio NAS100 ganha 15.73 pontos (0,73%) no after hours

Apple Fourth-Quarter Profit Jumps 67 Percent on Mac, IPod Sales

By Connie Guglielmo

Oct. 22 (Bloomberg) -- Apple Inc. fourth-quarter profit jumped 67 percent, topping analysts' estimates, on soaring demand for the Macintosh computer, the iPhone handset and new iPods. The shares rose in extended trading.

Net income rose to $904 million, or $1.01 a share, from $542 million, or 62 cents, a year ago, Cupertino, California-based Apple said today in a statement. Sales climbed 29 percent to a $6.22 billion in the period ended Sept. 29. Analysts had estimated profit of 85 cents on sales of $6.02 billion, according to a Bloomberg survey.

Apple sold a record 2.16 million Macs during the back-to- school shopping season and shipped 10.2 million iPod media players after Chief Executive Officer Steve Jobs released updated models. Apple also sold 1.12 million iPhones, topping Jobs's July forecast of 730,000 units, helped by a $200 price cut last month.

``They have superior insight into how people use technology,'' said Barry Jaruzelski, an analyst at Booz Allen Hamilton in New York. ``Apple has been the king of less is more. They are able to figure out the shortest list of features that would satisfy the most amount of people, and that translates into easy-to-use technology that people like to use.''

Profit this quarter will be about $1.42 on sales of $9.2 billion, Chief Financial Officer Peter Oppenheimer said in the statement. Analysts had anticipated $1.39 in profit and sales of $8.57 billion, the average estimates in the Bloomberg survey. Apple typically beats its own forecast.

Apple rose $3.94, or 2.3 percent, to a record $174.36 at 4 p.m. New York time in Nasdaq Stock Market trading. They have more than doubled this year and are the fourth-best performer on the Standard & Poor's 500 Index.

Apple's Makeover

Jobs, who returned as CEO in 1997 after a 12-year absence from the company he founded, is working to change Apple from a computer maker into a consumer-electronics giant.

Since dropping the word ``computer'' from the company's name in January, Jobs has entered the mobile-phone arena with the introduction of the iPhone. He's counting on the device, released June 29, to sell 10 million units in 2008, capturing 1 percent of the mobile-phone market.

AT&T Inc., the exclusive U.S. provider of wireless service for the iPhone, gives Apple a share of the $60 to $220 it charges subscribers per month. Apple is accounting for sales of each device over 24 months, the length of users' wireless contracts.

IPhone revenue will rise this quarter as the device spreads to Europe. Mobile-phone partners in the U.K., Germany and France plan to start selling the $399 product next month.

Doing Windows

Jobs, 52, has spent the past two years updating the Mac with faster chips from Intel Corp. This year, he added software that lets users also run Microsoft Corp.'s rival Windows operating system on the machine.

Apple's PC market share in the U.S. in the third quarter widened to 8.1 percent from 6.2 percent, according to Gartner Inc. That was Apple's highest share in at least a decade.

Mac shipments rose 37 percent, the Stamford, Connecticut- based Gartner said. Apple posted the fastest growth among the top five PC makers, outpacing larger rivals Hewlett-Packard Co. and Dell Inc.

``Apple is reaching a strong inflection point in terms of PC market share,'' said Mike Abramsky, an analyst at RBC Capital Markets, which raised its Apple share price estimate by 17 percent to $205 last week. ``Even though there's a lot of focus on the iPhone, it's really the Mac that's driving the growth in revenue and earnings per share.''

IPod demand also fueled sales last quarter. Apple has sold more than 110 million players since unveiling the gadget in October 2001. Jobs added new versions in September, including a video player called the iPod Touch that uses the same touch- screen technology as the iPhone.

To contact the reporter on this story: Connie Guglielmo in San Francisco at cguglielmo1@bloomberg.net

http://www.bloomberg.com/apps/news?pid= ... refer=home

Apple Reports Fourth Quarter Results
Quarterly Mac Sales Set New Record
Quarterly iPhone Sales Exceed One Million

CUPERTINO, California—October 22, 2007—Apple® today announced financial results for its fiscal 2007 fourth quarter ended September 29, 2007. The Company posted revenue of $6.22 billion and net quarterly profit of $904 million, or $1.01 per diluted share. These results compare to revenue of $4.84 billion and net quarterly profit of $542 million, or $.62 per diluted share, in the year-ago quarter. Gross margin was 33.6 percent, up from 29.2 percent in the year-ago quarter. International sales accounted for 40 percent of the quarter’s revenue.

Apple shipped 2,164,000 Macintosh® computers, representing 34 percent growth over the year-ago quarter and exceeding the previous quarterly record for Mac® shipments by 400,000. The Company sold 10,200,000 iPods during the quarter, representing 17 percent growth over the year-ago quarter. Quarterly iPhone™ sales were 1,119,000, bringing cumulative fiscal 2007 sales to 1,389,000.

“We are very pleased to have generated over $24 billion in revenue and $3.5 billion in net income in fiscal 2007,” said Steve Jobs, Apple’s CEO. “We’re looking forward to a strong December quarter as we enter the holiday season with Apple’s best products ever.”

“Apple ended the fiscal year with $15.4 billion in cash and no debt,” said Peter Oppenheimer, Apple’s CFO. “Looking ahead to the first quarter of fiscal 2008, we expect revenue of about $9.2 billion and earnings per diluted share of about $1.42.”

Apple will provide live streaming of its Q4 2007 financial results conference call utilizing QuickTime®, Apple’s standards-based technology for live and on-demand audio and video streaming. The live webcast will begin at 2:00 p.m. PDT on Monday, October 22, 2007 at www.apple.com/quicktime/qtv/earningsq407/ and will also be available for replay.

This press release contains forward-looking statements about the Company’s estimated revenue and earnings per share. These statements involve risks and uncertainties, and actual results may differ. Risks and uncertainties include potential litigation and government enforcement actions that may result from the matters investigated by the special committee of the board of directors and the restatement of the Company’s consolidated financial statements; unfavorable results of legal proceedings; the effect of competitive and economic factors, and the Company’s reaction to those factors, on consumer and business buying decisions with respect to the Company’s products; war, terrorism, public health issues, and other circumstances that could disrupt supply, delivery, or demand of products; continued competitive pressures in the marketplace; the Company’s reliance on sole service providers for iPhone in the U.S., U.K., Germany and France; the continued availability on acceptable terms of certain components and services essential to the Company’s business currently obtained by the Company from sole or limited sources; the ability of the Company to deliver to the marketplace and stimulate customer demand for new programs, products, and technological innovations on a timely basis; the effect that product transitions, changes in product pricing or mix, and/or increases in component costs could have on the Company’s gross margin; the effect that product quality problems could have on the Company’s sales and operating profits; the inventory risk associated with the Company’s need to order or commit to order product components in advance of customer orders; the effect that the Company’s dependency on manufacturing and logistics services provided by third parties may have on the quality, quantity or cost of products manufactured or services rendered; the Company’s dependency on the performance of distributors and other resellers of the Company’s products; the Company’s reliance on the availability of third-party digital content; and the potential impact of a finding that the Company has infringed on the intellectual property rights of others. More information on potential factors that could affect the Company’s financial results is included from time to time in the Company’s public reports filed with the SEC, including the Company’s Form 10-K for the fiscal year ended September 30, 2006, its Forms 10-Q for the quarters ended December 30, 2006, March 31, 2007, and June 30, 2007, and its Form 10-K for the year ended September 29, 2007 to be filed with the SEC. The Company assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.

Apple ignited the personal computer revolution in the 1970s with the Apple II and reinvented the personal computer in the 1980s with the Macintosh. Today, Apple continues to lead the industry in innovation with its award-winning computers, OS X operating system and iLife and professional applications. Apple is also spearheading the digital media revolution with its iPod portable music and video players and iTunes online store, and has entered the mobile phone market this year with its revolutionary iPhone.



http://www.apple.com/pr/library/2007/10/22results.html

A Apple acaba e divulgar os seus resultados do 3º Trimestre, apresesentando um lucro por acção de 1,01 dólares contra os esperados 0,84 dólares.

Nesta altura, a acção ganha cerca de 4% no after hours.

Um abraço,
Ulisses