Soovitan lugeda Apple raamatut. see must ja 6unaga mida 45eeguga myyakse. apollo.ee
ja siis m6elda, mis on apples muutunud. ja siis vaadata stocky performacet.
aga mina usun ka applesse.
kui hästi sitt tuju tuleb kunagi siis teep yx weikke analyys applest..
teine tähtis punkt on see et apple liigub alati oma plaani järgi,
miskid pc arvutite tootjate numbrit kotivad teda vähe. nii headel kui ka halbadel aegadel..
Seda ma pidasingi silmas, et Apple'l on väga truu tarbijaskond - vägagi teadlik friik, kes loeb MacWorldi suurema entusiasmiga, kui teismeline Penthouse'i ja hoiab kasvõi kõhu kõrvalt kokku või võtab laenu, et omale ilus ja kasulik asi soetada. Sellise ettevõtte omanik võiks olla küll, millel on selline "devoted client-base..."
Ja raamatutest veel "Apple Confidential : The Real Story of Apple Computer, Inc." ja "The triumph of the nerds."
Ja raamatutest veel "Apple Confidential : The Real Story of Apple Computer, Inc." ja "The triumph of the nerds."
Tundub, et õunakesest on kujunemas selle kevade hit. Aga ettevaatust, tehnilise analüüsi põhjal võiks vitamiinide manustamisega veidi oodata:
Viimane müügisignaal oli 21.03. hinnalt 24.27 (stohhastilise lõige + VHF 0,20).
Hetkel ülemine vastupanutase 25.0, alumine 23.7, aktsia langustrend tugevneb (VHF 0,28, CHMF 0,324).
Viimane müügisignaal oli 21.03. hinnalt 24.27 (stohhastilise lõige + VHF 0,20).
Hetkel ülemine vastupanutase 25.0, alumine 23.7, aktsia langustrend tugevneb (VHF 0,28, CHMF 0,324).
Mr7:
Justnimelt. Kui Sa minu kommentaari vaatad ja selle peale graafikuid uurid, siis märkad, et 16 on õige päev ostmiseks.
Justnimelt. Kui Sa minu kommentaari vaatad ja selle peale graafikuid uurid, siis märkad, et 16 on õige päev ostmiseks.
OS X on intel boxes?
huumor oleks selles, et pricedes osx for x86 piisavlt kalliks, oleks kliendil valik kas upgradeda
oma pc osxile v6i osta mac ning apple ei kaotaks marginites nii palju. st selle asemel et vaadelda
seda osxi portimist intelile kui cannibalitionit, tuleks see osx litsents teha nii kalliks et inteli masin + osx = maci masin. v6i noh you got the idea. muidugi maci masinate selling point on alati olnud ka disain ning innovaatika.. ja eelk6ige - brand
kui selline asi tehtaks siis ma oleks ogar.
1)apple kasutab unixit os'ina (seega saab endale suure unixi goodwilli)
2)apple pordib osi intelile ja priceb selle 6igesti (seega on rohkem pot. kliente ning marginid ei kahjustu)
3)applel on brand mille eest ollaks n6us maksma röögatult (brand aitab rasketel aegadel)
huumor oleks selles, et pricedes osx for x86 piisavlt kalliks, oleks kliendil valik kas upgradeda
oma pc osxile v6i osta mac ning apple ei kaotaks marginites nii palju. st selle asemel et vaadelda
seda osxi portimist intelile kui cannibalitionit, tuleks see osx litsents teha nii kalliks et inteli masin + osx = maci masin. v6i noh you got the idea. muidugi maci masinate selling point on alati olnud ka disain ning innovaatika.. ja eelk6ige - brand
kui selline asi tehtaks siis ma oleks ogar.
1)apple kasutab unixit os'ina (seega saab endale suure unixi goodwilli)
2)apple pordib osi intelile ja priceb selle 6igesti (seega on rohkem pot. kliente ning marginid ei kahjustu)
3)applel on brand mille eest ollaks n6us maksma röögatult (brand aitab rasketel aegadel)
Apple: Upgrading to Strong Buy from Hold -- Innovation Leader
Summary and Action
* We are upgrading Apple Computer to a Strong Buy rating from a Hold Rating
driven by strong new products and Apple's ability to be a leader in
developing pervasive computing opportunities.
* We are raising our Q3:02 (June) and Q4:02 (September) EPS estimates to $0.16
and $0.20 from $0.14 and $0.16. Our new 2003 EPS estimate is $0.85 (from
$0.72). We are raising our 12-month price target to $30.50 from $23,
reflecting approximately 20X our FY2003 estimate plus the estimate net cash
per share of $11.56 (see Exhibit 4).
* We have been hoping for a pullback in Apple's stock price in order to get
more aggressive -- that did not occur after Apple disappointed with December
quarter results nor did Apple correct when it became apparent that the
company was suffering iMac supply constraints in the March quarter.
Meanwhile, we believe Apple's new iMac is selling very well and the company
is likely to beat second half EPS expectations.
* We doubt Apple will meet March quarter expectations because of the supply
constraints and rapid channel stocking very late in the quarter -- but we
believe this is somewhat expected and will be overshadowed by the second half
earnings outlook.
* We believe Apple is in a unique position and insulated from the "New PC
Economics" in the Wintel competition. Dell is pressuring all Wintel
competitors to cut expenses -- leaving Apple as the only platform with the
potential to invest in R&D and innovation. Apple's endorsement of the
'Digital Lifestyle' and product differentiation are very attractive to us --
with Apple the best positioned to capture pervasive computing opportunities.
The iPod and Airport are just two examples of what may eventually become as
large a profit engine as the PC operations.
* Meanwhile, Apple's PC business has introduced highly differentiated products
such as the Mac OS X and the new iMac desktop. We no longer view Apple as in
a battle for PC market share -- instead we see the platform becoming a
premium PC capturing selective PC demand. While the Apple Stores fit well
with the Apple brand -- we are unsure whether the store economics will prove
to be attractive in the long run. That said, the financial risk from the
Apple stores is minimal in our opinion.
* Investment Recommendation: We remain concerned about the outlook for
technology spending -- but we expect Apple riding new product strength to be
able to "make its own weather" and outperform its Wintel hardware peers. We
are concerned that Apple will miss expectations in the upcoming March quarter
(we remain below consensus EPS forecasts) but we also believe the second half
EPS outlook is stronger than expected and rate the stock a Strong Buy.
Longer term, Apple has greater potential then the "Wintel" PC competition to
be an innovation leader in pervasive computing opportunities.
Summary and Action
* We are upgrading Apple Computer to a Strong Buy rating from a Hold Rating
driven by strong new products and Apple's ability to be a leader in
developing pervasive computing opportunities.
* We are raising our Q3:02 (June) and Q4:02 (September) EPS estimates to $0.16
and $0.20 from $0.14 and $0.16. Our new 2003 EPS estimate is $0.85 (from
$0.72). We are raising our 12-month price target to $30.50 from $23,
reflecting approximately 20X our FY2003 estimate plus the estimate net cash
per share of $11.56 (see Exhibit 4).
* We have been hoping for a pullback in Apple's stock price in order to get
more aggressive -- that did not occur after Apple disappointed with December
quarter results nor did Apple correct when it became apparent that the
company was suffering iMac supply constraints in the March quarter.
Meanwhile, we believe Apple's new iMac is selling very well and the company
is likely to beat second half EPS expectations.
* We doubt Apple will meet March quarter expectations because of the supply
constraints and rapid channel stocking very late in the quarter -- but we
believe this is somewhat expected and will be overshadowed by the second half
earnings outlook.
* We believe Apple is in a unique position and insulated from the "New PC
Economics" in the Wintel competition. Dell is pressuring all Wintel
competitors to cut expenses -- leaving Apple as the only platform with the
potential to invest in R&D and innovation. Apple's endorsement of the
'Digital Lifestyle' and product differentiation are very attractive to us --
with Apple the best positioned to capture pervasive computing opportunities.
The iPod and Airport are just two examples of what may eventually become as
large a profit engine as the PC operations.
* Meanwhile, Apple's PC business has introduced highly differentiated products
such as the Mac OS X and the new iMac desktop. We no longer view Apple as in
a battle for PC market share -- instead we see the platform becoming a
premium PC capturing selective PC demand. While the Apple Stores fit well
with the Apple brand -- we are unsure whether the store economics will prove
to be attractive in the long run. That said, the financial risk from the
Apple stores is minimal in our opinion.
* Investment Recommendation: We remain concerned about the outlook for
technology spending -- but we expect Apple riding new product strength to be
able to "make its own weather" and outperform its Wintel hardware peers. We
are concerned that Apple will miss expectations in the upcoming March quarter
(we remain below consensus EPS forecasts) but we also believe the second half
EPS outlook is stronger than expected and rate the stock a Strong Buy.
Longer term, Apple has greater potential then the "Wintel" PC competition to
be an innovation leader in pervasive computing opportunities.
siin tuleb meeles pidada kaht asja:
1) apple t6stis imacide hinda, oigustamaks componentide hinda (t6stis rohkem kui kulud olid)
2)kliente eriti ei koti $100 hinnat6us
3)supply shortage vähendamiseks pidi apple kasutama kallist transporti.
kahjuks puuduvad numbrid :(
1) apple t6stis imacide hinda, oigustamaks componentide hinda (t6stis rohkem kui kulud olid)
2)kliente eriti ei koti $100 hinnat6us
3)supply shortage vähendamiseks pidi apple kasutama kallist transporti.
kahjuks puuduvad numbrid :(
Huvitavaid fakte:
1. Veel nädala alguses oli iMac2 delivery time store.apple.com-is 2-3 nädalat. Täna - 15 päeva
2. iMac2 on Amazoni desktoppide müügiedetabelis 1, 2 ja 4. Ülejäänud on mingi refurbished kräpp
3. Quanta (iMac-i tootja) teatas rekordkvartalist ning tõi põhjusena välja iMaci
Mind isiklikult huvitab rohkem kui iMaci müük (mis on ennustatav) hoopiski see kui palju shortage mõjutas teiste toodete (eriti G4 ja vana iMac) müüki.
Kuulukad: Kõlksutatakse rumoreid läpakate uuendamisest (vananenud on nad natuke küll).
Probleemiks on desktoppide Pro-line. See vajab hädasti uuendamist.
1. Veel nädala alguses oli iMac2 delivery time store.apple.com-is 2-3 nädalat. Täna - 15 päeva
2. iMac2 on Amazoni desktoppide müügiedetabelis 1, 2 ja 4. Ülejäänud on mingi refurbished kräpp
3. Quanta (iMac-i tootja) teatas rekordkvartalist ning tõi põhjusena välja iMaci
Mind isiklikult huvitab rohkem kui iMaci müük (mis on ennustatav) hoopiski see kui palju shortage mõjutas teiste toodete (eriti G4 ja vana iMac) müüki.
Kuulukad: Kõlksutatakse rumoreid läpakate uuendamisest (vananenud on nad natuke küll).
Probleemiks on desktoppide Pro-line. See vajab hädasti uuendamist.
mnjaa.. apple optsioonid on na kallid..
atm aprill $1.5! 1 nädal aega..
atm aprill $1.5! 1 nädal aega..
vaadake apple graafikut, TA mehed,
kas pole possible outbreak above $25?
vaadake mida analyytikud ytlevad - enamus buy rating.
see on ka lahe kuidas viimase kuu aja jooksul analyytikud on
alandanud EPSi estimatesid - arvatavasti on analyytikud ning
investorid ettevaatlikuks teinud tarneprobleemid..
sellest ka juramine allpool $25?
optsioonid on u. 50% yle hinnatud..
valuation: applet r6huvad pisikesed marginid!
laoseisu handlimine kah vilets.
kes annaks short interesti ning put/call ratio?
kas pole possible outbreak above $25?
vaadake mida analyytikud ytlevad - enamus buy rating.
see on ka lahe kuidas viimase kuu aja jooksul analyytikud on
alandanud EPSi estimatesid - arvatavasti on analyytikud ning
investorid ettevaatlikuks teinud tarneprobleemid..
sellest ka juramine allpool $25?
optsioonid on u. 50% yle hinnatud..
valuation: applet r6huvad pisikesed marginid!
laoseisu handlimine kah vilets.
kes annaks short interesti ning put/call ratio?
Short Interest
As of 8-Mar-2002
Shares Short 11.8M
Percent of Float 3.6%
Shares Short
(Prior Month) 11.6M
Short Ratio 1.87
Daily Volume 6.32M
As of 8-Mar-2002
Shares Short 11.8M
Percent of Float 3.6%
Shares Short
(Prior Month) 11.6M
Short Ratio 1.87
Daily Volume 6.32M
Kõlkustavad: "In Australia, Apple is accused of practising channel stuffing, that is, forcing Australia largest reseller to buy and accept goods it has not ordered as well as damaged goods to boost parent company (Apple USA) financials. It also forced the affiliate to incur debt by buying more computers that it wanted.
This sounds like another Enron case. "
Kas keeg oskab hinnata taolise asja tõeks osutumise mõjusid.
This sounds like another Enron case. "
Kas keeg oskab hinnata taolise asja tõeks osutumise mõjusid.
http://www.apple.com/pr/library/2002/apr/17earnings.html
Siin siis esimene ports vitamiine
Siin siis esimene ports vitamiine
riq: Mida Sa pead silmas järgmiste väidete all:
applet r6huvad pisikesed marginid!
laoseisu handlimine kah vilets.
Numbriliselt ehk...
applet r6huvad pisikesed marginid!
laoseisu handlimine kah vilets.
Numbriliselt ehk...
Knock, knock, knockin' on the Heaven's door...
http://www.apple.com/xserve/
Suur turg, täis suuri kolle. Väga suuri. Ilmselt siiski nähakse niina tegijaid, kes tahavad luua 100% mac-i lahendust.
http://www.apple.com/xserve/
Suur turg, täis suuri kolle. Väga suuri. Ilmselt siiski nähakse niina tegijaid, kes tahavad luua 100% mac-i lahendust.
jusiis ma olen tasapisi unustanud indikaatorite sisu :p
apple aga taas k6igub oma 25$ piiril..
apple aga taas k6igub oma 25$ piiril..
Nii,
varsti on maci performance probleemidele kergendust tulemas..
megahertsidest samm edasi bandwidthini
16 juuli paistab huvitav tulema..
varsti on maci performance probleemidele kergendust tulemas..
megahertsidest samm edasi bandwidthini
16 juuli paistab huvitav tulema..
Apple jaoks on turuosa kahekordistamine reaalsem kui varem. 10% market share sihikul.
Tough iJob for Jobs.
Tough iJob for Jobs.
kuuldavasti pidi apple suvel relasema kiirema busiga macid. miks see tähtis on? aga ikka see neetud performace pudelikael. samas kui lugeda technilist artikklit saab kohe selge pildi silme ette MIKS buside kiiruse lisamine v6ib performacet lisada. lihtsalt maci osi microkernel muudkui kopib datat siit sinna, kettalt mällu mälust prosesse jne.
olen ehk paranoiline aga tundub et apple hakkab tasapisi microsofti meenutama ;)
olen ehk paranoiline aga tundub et apple hakkab tasapisi microsofti meenutama ;)
1)apple plaanib ipodi windowsile?
2)Sculley on tagasi!
nyyd paneme need kaks syndmust kokku,
1)Intially, sources said, Apple planned to release a Windows-only iPod at Macworld Tokyo this year. Reportedly, this version would include Windows firmware, filesystem support, and a Windows updater/formatter. However, beyond just including Mac/PC-compatible software in the box, Apple was said to be considering marketing two completely separate products. The Mac and Windows iPods would have their own boxes, their own software, and, possibly, their own hardware and design tweaks. -- In the meantime, rumors have continued to spread about Apple's next digital device. Insiders note that the company has been hiring many new iPod engineers. At one recent Mac conference, an Apple manager confirmed that "non-computer devices" are in the works, and that there are people at Apple working on them.
2)In the case of Sculley, Think Secret has learned he will make a "major announcement" of a new company and product. While we usually try to bring you the details first, we have been asked not to divulge them, as doing so would put our source in jeopardy. Suffice to say, once we were told of Sculley's announcement, we agreed that it was a significant development.
ja tekib idee et apple launcihb macworldil uue brandi consumer electronica tarvis?mis teeb produkte nii pc maci kui ka wince jaoks. well, teades et sculleyle ei meeldi litsentsimine.. aga akki ta tahab ikka rikkaks saada?
mis oleks whackim kui jobs palkab sculley tagasi juhtima consumer divisioni?
ma muidugi oletasin ise et sculleyl ja jobsil on yldse midagi yhist.
2)Sculley on tagasi!
nyyd paneme need kaks syndmust kokku,
1)Intially, sources said, Apple planned to release a Windows-only iPod at Macworld Tokyo this year. Reportedly, this version would include Windows firmware, filesystem support, and a Windows updater/formatter. However, beyond just including Mac/PC-compatible software in the box, Apple was said to be considering marketing two completely separate products. The Mac and Windows iPods would have their own boxes, their own software, and, possibly, their own hardware and design tweaks. -- In the meantime, rumors have continued to spread about Apple's next digital device. Insiders note that the company has been hiring many new iPod engineers. At one recent Mac conference, an Apple manager confirmed that "non-computer devices" are in the works, and that there are people at Apple working on them.
2)In the case of Sculley, Think Secret has learned he will make a "major announcement" of a new company and product. While we usually try to bring you the details first, we have been asked not to divulge them, as doing so would put our source in jeopardy. Suffice to say, once we were told of Sculley's announcement, we agreed that it was a significant development.
ja tekib idee et apple launcihb macworldil uue brandi consumer electronica tarvis?mis teeb produkte nii pc maci kui ka wince jaoks. well, teades et sculleyle ei meeldi litsentsimine.. aga akki ta tahab ikka rikkaks saada?
mis oleks whackim kui jobs palkab sculley tagasi juhtima consumer divisioni?
ma muidugi oletasin ise et sculleyl ja jobsil on yldse midagi yhist.