Apple - Chancen und Risiken

ja sieht ganz gut aus bis jetzt. erwäge einen short einstieg bei 150-152, apfel läuft langsam aber sicher in überkaufte zone und an 200-MACD. good luck  

Hon Hai Precision To Ship At Least 10 Million 3G iPhones Taiwan's Hon Hai Precision Industry Co. (2317.TW), the world's largest contract electronics maker, plans to ship at least 10 million third-generation iPhones for Apple Inc. (AAPL), a person familiar with the situation told Dow Jones Newswires.

The person, who declined to be named, said Apple will likely launch the new generation iPhone as early as the second quarter.

"Hon Hai is ready to ship anytime. It is just waiting for the nod from Apple," said the person.

Last week, another person familiar with the situation told Dow Jones Newswires that Hon Hai had received an exclusive contract to make an advanced version of the iPhone.

Apple spokeswoman Jill Tan declined to comment Tuesday.

Apple, like many other big personal-computer and consumer-electronics brands, doesn't actually make most of its products. It hires manufacturing specialists - mainly companies from Taiwan that have extensive operations in China - to assemble its gadgets based on Apple's designs. They use parts from other outside suppliers, many of which also are from Taiwan and elsewhere in Asia.

Bank of America said in a recent note that Apple is expected to launch a high- speed wireless version of the iPhone in the second quarter and produce as many as 8 million of the devices in the third quarter.  

There were a flurry of research notes on Apple (AAPL) Monday; not a lot of new information, but in general they show a continuation of There were a flurry of research notes on Apple (AAPL) Monday; not a lot of new information, but in general they show a continuation of a recent more bullish tone on the stock from the Street. Here’s a rundown:

Deutsche Bank’s Chris Whitmore said that despite a weaker economy, recent checks with over 30 Apple retail stores found “continued strong Mac demand,” with iPod demand “tracking roughly in line with expectations.” Combined with favorable NAND pricing, he thinks the company will deliver “modest near-term earnings upside.” Demand for the iPhone “remains healthy,” with five of the stores he checked stocked out. (Those stores were in New York, New Jersey, California and Minnesota.) He sees a 3G phone this summer, and thinks the 10 million unit forecast for calendar 2008 is conservative.
Friedman, Billings Ramsey’s Craig Berger says iPod build in the current quarter is “skewing more heavily to Shuffles.” Berger says March quarter iPhone build volumes “improved slightly versus prior checks, with June quarter volumes likely to “grow meaningfully” as the 3G iPhone ramps. He says Mac build volumes are improved versus previous checks. But he sees Mac production slowing in the June quarter following March quarter inventory replenishment. He says Apple has ordered over 11 million 3G iPhones, although he notes that Apple’s forecast to its suppliers is likely to be reduced over time.
Piper Jaffray’s Apple uber-bull Gene Munster today repeated his view that Apple can sell 45 million iPhones in calendar 2009. He sees a 3G iPhone in 3-6 months; and “an entire family of iPhones,” with 2-3 models, by January 2009. That group should include phones priced in the $200-$300 range, he says. He also says the international roll-out of the iPhone will double the addressable market every year for the next two years. He sees a roll-out in Japan in calendar 2008, possibly along with Canada, Mexico, Italy and Australia - with China rolling out in mid-2009.
Apple on Monday rose 49 cents, to $143.50.
on the stock from the Street. Here’s a rundown:

Deutsche Bank’s Chris Whitmore said that despite a weaker economy, recent checks with over 30 Apple retail stores found “continued strong Mac demand,” with iPod demand “tracking roughly in line with expectations.” Combined with favorable NAND pricing, he thinks the company will deliver “modest near-term earnings upside.” Demand for the iPhone “remains healthy,” with five of the stores he checked stocked out. (Those stores were in New York, New Jersey, California and Minnesota.) He sees a 3G phone this summer, and thinks the 10 million unit forecast for calendar 2008 is conservative.

Friedman, Billings Ramsey’s Craig Berger says iPod build in the current quarter is “skewing more heavily to Shuffles.” Berger says March quarter iPhone build volumes “improved slightly versus prior checks, with June quarter volumes likely to “grow meaningfully” as the 3G iPhone ramps. He says Mac build volumes are improved versus previous checks.
But he sees Mac production slowing in the June quarter following March quarter inventory replenishment. He says Apple has ordered over 11 million 3G iPhones, although he notes that Apple’s forecast to its suppliers is likely to be reduced over time.

Piper Jaffray’s Apple uber-bull Gene Munster today repeated his view that Apple can sell 45 million iPhones in calendar 2009. He sees a 3G iPhone in 3-6 months; and “an entire family of iPhones,” with 2-3 models, by January 2009. That group should include phones priced in the $200-$300 range, he says. He also says the international roll-out of the iPhone will double the addressable market every year for the next two years. He sees a roll-out in Japan in calendar 2008, possibly along with Canada, Mexico, Italy and Australia - with China rolling out in mid-2009.

Apple on Monday rose 49 cents, to $143.50.
 

Apple machts möglich; Safari 3.1

http://www.tarife-verzeichnis.de/nachrichten/1379-safari-3-1…

 

Viel Vergnügen, mehr Zeit  .

 

 

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Wahrscheinlich könnt ihr mir sicher schnell helfe, aber ich kann mir nicht ganz erklären warum Apple "nur" im Nasdaq vertreten ist, aber nicht im Dow...
Könnt ihr mir weiterhelfen? *schulter zuck*  

RBC: Strong post holiday sales diminish iPhone stock
As Apple's stock of iPhones grows increasingly thin – an issue that reportedly initially surfaced in the company's New York retail stores – RBC Capital theorizes the shortage to be representative of unanticipated strong post-holiday sales of the device. According to Tech Trader Daily, analyst Mike Abramsky claims that a predicted slowdown should have occurred after the holiday season, but sales remained strong, which leaves Apple short-handed with its allegedly ramped down production scale.

"Rather than from component shortages or ahead of a 3G launch, Apple may have under-estimated post-holiday demand on expectations of a [calendar] Q1 sales slowdown, which never materialized." Writes Abramsky. "Apple and investors have struggled to forecast iPhone demand, including the impact of unlocked phones and seasonality."

Abramsky says that the supply problem – while somewhat of an ego booster for Apple – will need to be addressed, to avoid buyer and channel disruption, especially with the rumored 3G version looming on the horizon.  

Apple battling New York City environmental logo


Apparently, Apple's legal team wasn't busy enough dealing with all of the patent infringement lawsuits and trademark filings filed against the company. This time around, Apple is going on the offensive. As reported by Wired, the company is opposing a move by nonprofit NYC & Company to trademark the logo for the GreeNYC environmental campaign.

In Apple's opinion, the Apple company logo and the GreeNYC logo are similar enough that allowing the GreeNYC logo to be used may actually confuse people and cause them to buy different products. Apple is also arguing that the GreeNYC logo would dilute Apple's existing trademark, since both logos feature "a stylized detached and convex leaf element angled upwards." Personally, I think it would take more than a convex leaf element to cause me to buy an organic cotton shopping bag instead of an iPhone, but maybe that's just me.

NYC & Company is playing hardball, though, and has responded by saying that the uses for the GreeNYC logo have nothing to do with Apple's products. The organization also suggests that the trademark for Apple's logo should be revoked. (Ouch.) The dispute will supposedly take at least six months to resolve, during which time consumers will be surveyed to see if they can tell the difference between the two logos and the products they represent. Let's just hope Greenpeace doesn't hear about this...  

 

Composite Indicator
  Trend Spotter TM Buy

Short Term Indicators
  7 Day Average Directional Indicator Buy
  10 - 8 Day Moving Average Hilo Channel Buy
  20 Day Moving Average vs Price Buy
  20 - 50 Day MACD Oscillator Buy
  20 Day Bollinger Bands Hold

Short Term Indicators Average:  80% - Buy
20-Day Average Volume - 37221359

Medium Term Indicators
  40 Day Commodity Channel Index Buy
  50 Day Moving Average vs Price Buy
  20 - 100 Day MACD Oscillator Sell
  50 Day Parabolic Time/Price Buy

Medium Term Indicators Average:  50% - Buy
50-Day Average Volume - 43221520

Long Term Indicators
  60 Day Commodity Channel Index Hold
  100 Day Moving Average vs Price Sell
  50 - 100 Day MACD Oscillator Sell

Long Term Indicators Average:  67% - Sell
100-Day Average Volume - 44278375

Overall Average:  40% - Buy

Price Support Pivot Point Resistance
153.08 148.88        152.85        156.82  

apple negativ beurteilt , aber ohne grosse Argumente ausser der "slowing economy"
aber wer hat vorher apple gekauft
die lower low white anglo saxon single double income middle class ????
;-9
mal schauen was sie drauss machen  

gestern HOP heute FLOP
..gestern Steigerung der Erwartungen...wer weiss schon von wem die Anal..genau bezahlt werden

gehe immer noch davon aus, dass bei AAPL kein KGV sondern Phantasie verkauft wird (siehe Bsp als "keine2 grosse Phantasie "mehr kam, brach der Kurs ein....
Gleichzeitig ist enormer cash vorhanden, der flow stimmt
und das "Imperium" (Musik/Video at home, demand) beginnt gerade erst den Anfang zu machen
zusammen mit ständiger Verfügbarkeit(iPhone)
funktionaler Zusammenhängigkeit..etc etc
ist AAPL vielleicht doch ...2 Schritte zu schnell.......

zudem ist AAPL "DIE" US Kult marke, jeder der glaubt er wäre ein heimlicher '68 (und Ausnahmsweise kann ich da mitreden) in den US hat einen Macintosh, damit wäre die erste flower power gesetzt.....;-)

ihr werdets mir morgen erzählen wie apple heute Nacht ausgegangen ist....

viel Glück
A day ago, Thomas Weisel Partners analyst Doug Reid raised his rating on the stock to overweight from market weight. The analyst cited evidence of increased Mac sales, and that he expects Mac revenue to increase by 38% in the company's current fiscal year, which ends in September.

Reid also said he believes Apple will reach its goal of selling 10 million iPhones this year, due in part to an expected launch of new products starting in June. See full story.  

Earnings season is now upon us and I expect many companies to report weak 1st quarter results based on the timid consumer and high commodity costs. This broad market theme should create a final entry point for those who want to be long Apple for the rest of 2008. I will be aggressively adding to my Apple position during any April weakness; I see this stock climbing to $300 by January 2009. There are too many catalysts to ignore. I will provide more in depth analysis in future articles.

http://seekingalpha.com/article/...rikes-advertising-gold?source=feed

 

The code mentions "SGOLD3," which is a series of chips that Infineon produces.

iPhone currently uses the S-GOLD2 EDGE chipset.  S-GOLD3H, also known as "PMB8878," supports 7.2Mbps HSDPA and has built-in acceleration and media playback features (which, incidentally, the iPhone already has and does well).

 

This chip also includes a higher resolution camera, 5 mega-pixels instead of a 2. Engadget notes that the processor speed stays the same.

 

davon ausgehend, dass ein Grossteil der D Aktienbesitzer im Freistaat Bayern weilt, jagen/wildern geht und definitiv NICHT grü ist (Aktienspekulant & grün = beisst sich, oder ???)

dem hat Lodenfrei (D Textilmarke, die NOCH in D produziert) jetzt das non+ultra uafgesetzt:

die Lederhose & Jagdjacke mit iPod integration:

ja seervus sog i

und schon steigt die Aktie in US über die 153,8$......

es geht los

photo @gozmod  

Composite Indicator
  Trend Spotter TM Buy

Short Term Indicators
  7 Day Average Directional Indicator Buy
  10 - 8 Day Moving Average Hilo Channel Buy
  20 Day Moving Average vs Price Buy
  20 - 50 Day MACD Oscillator Buy
  20 Day Bollinger Bands Hold

Short Term Indicators Average:  80% - Buy
20-Day Average Volume - 37119457

Medium Term Indicators
  40 Day Commodity Channel Index Buy
  50 Day Moving Average vs Price Buy
  20 - 100 Day MACD Oscillator Sell
  50 Day Parabolic Time/Price Buy

Medium Term Indicators Average:  50% - Buy
50-Day Average Volume - 42231320

Long Term Indicators
  60 Day Commodity Channel Index Buy
  100 Day Moving Average vs Price Sell
  50 - 100 Day MACD Oscillator Sell

Long Term Indicators Average:  33% - Sell
100-Day Average Volume - 43877977

Overall Average:  48% - Buy  

Estimates: 1.18 | 1.062 | 0.94  

 

REM: 24.April  

Citigroup's Market Value Drops Below Apple's Amid Credit Crisis

By Connie Guglielmo and Bradley Keoun

April 12 (Bloomberg) -- At the end of 2006, Citigroup Inc. was the fourth-largest company in the Standard & Poor's 500 Index, with a market value of $274 billion, almost four times that of Apple Inc. Now investors say the maker of iPods is worth $7.7 billion more than the biggest financial services provider.

Citigroup, reeling from the collapse of the subprime mortgage market, has lost 13 percent in value since reporting the biggest quarterly loss in its 196-year history in January. That followed a 47 percent drop last year. Even after a 26 percent decline in its own shares this year, Apple has a market value of $129.3 billion to Citigroup's $121.6 billion.

The shrinking of Citigroup underscores the devastation that has rocked the financial industry, highlighted by the Federal Reserve-managed takeover of Bear Stearns & Co. last month. Apple, on the verge of bankruptcy 10 years ago, has emerged as a technology star under Chief Executive Officer Steve Jobs. Its shares more than doubled last year.

``The market looks at what Steve Jobs has done and what he's likely to do,'' said Michael Holland, who oversees more than $4 billion as chairman of Holland & Co. in New York. ``The market is valuing that far more than the financial assets of Citigroup.''

Holland sold his Citigroup shares a year and a half ago because he felt the ``prospects were pretty lousy'' and instead bought JPMorgan Chase & Co. shares. He also holds Apple and Google Inc., owner of the most popular Internet search engine.

``While we don't comment on our stock price, Citi remains focused on serving customers and implementing the priorities Vikram Pandit has developed, including better managing the firm's capital resources and risk management for improved profitability, stability and future growth,'' spokesman Michael Hanretta said.

Apple declined to comment, spokesman Steve Dowling said.

Subprime Writedowns

New York-based Citigroup, whose market value dipped below $100 billion on March 17 for the first time since 1998, now ranks 19th globally by that measure. Among the other companies that have overtaken it in the last quarter are International Business Machines Corp., Coca-Cola Co. and JPMorgan.

Citigroup fell 35 cents to $23.36 yesterday in New York Stock Exchange composite trading. Apple fell $7.41 to $147.14 on the Nasdaq Stock Market.

Of 29 analysts tracked by Bloomberg, 26 recommend investors buy Apple shares, two suggest holding and one says sell. Seven analysts recommend investors buy Citigroup's shares, five say hold and six suggest selling.

Citigroup, the biggest bank by assets since the merger of Citicorp and Travelers Group Inc. in 1998, took $24 billion in subprime writedowns and reduced its dividend 41 percent in January, the first cut since Citigroup was formed.

Pandit Takes Over

CEO Charles O. ``Chuck'' Prince stepped down in November and was replaced by Vikram Pandit, who has eliminated about 6,000 jobs and plans more cuts. The bank may be poised to dispose of more than $200 billion of loans and securities to shore up its capital, a person with knowledge of the plans said last month.

``Citigroup got itself into a really big mess,'' said Richard Sylla, a financial historian and professor of economics at New York University. ``Apple is an innovative company, having come up with iPods and iPhones, and they seem to have a lot of promise for the future.''

The slump in market capitalization puts Citigroup behind technology companies that themselves slid this year, including Google and Cisco Systems Inc., according to data compiled by Bloomberg. Bank of America Corp. passed Citigroup last year. Bank of America now ranks ninth and JPMorgan is 11th.

IPod Players

Citigroup also ranks below Wal-Mart Stores Inc., Procter & Gamble Co., Johnson & Johnson and Pfizer Inc. -- so it trails the world's largest retailer, the top U.S. consumer-goods producer, the largest health-products maker and the biggest drugmaker even as slowing consumer spending weighs on the U.S. economy.

Apple's Jobs relied on iPod music players, the Web-surfing iPhone handset and Macintosh computers to drive profit to more than $3 billion last year for the first time in the Cupertino, California-based company's 32-year history. Sales may rise 31 percent to almost $31.5 billion this year, according to the average of 23 estimates in a Bloomberg survey.

Citigroup had a record loss of $9.83 billion in the fourth quarter and may post another loss when it reports first-quarter financial results next week, said Ed Maran, who helps manage about $10 billion at Thornburg Investment Management in Santa Fe, New Mexico.

May Bounce Back

Citigroup shares may bounce back, Maran said. At its current valuation, Citigroup is ``extremely attractive'' he said, because the company seems poised to reap the benefits of efforts in emerging market lending, wealth management, brokerage and even consumer lending in the U.S., which he says may have better long-term prospects than it seems today.

``The market is completely ignoring the earnings power of Citigroup and is completely focused on the balance sheet damage they have incurred,'' said William Fitzpatrick, an equity analyst at Optique Capital Management in Racine, Wisconsin, which owns Citigroup. He says this is a buying opportunity. ``This franchise has tremendous value, particularly from a global perspective.''

Citigroup's prospects in international banking convinced historian Sylla to buy the shares a few months ago. He said he may add to his holdings if the shares decline further.

``Once they get some infusions of capital, then life will go on again and Citigroup will come back,'' Sylla said. In the meantime, ``there's an opportunity for bottom feeding.''

http://www.bloomberg.com/apps/...20601087&sid=aYDmSu.TmOrU&refer=home  

Weiß jemand wann die Zahlen fürs 1.Quartal kommen? Danke!  

AAPL  & seine telphon partner lassen die Preise für das iPhone 1 rollen
in F, D, US werden die preise knallhart gesenkt...um Platz zu machen für das neue iPhone 3G, etc
der Chip wurde gekauft (3Gold..)United Microelectronics baut
gleichzeitig ist wieder deas CSR location device integriert

etc  

ab September iPhone in Indien

Gespräche mit China Mobile am Weiterlaufen

doch mehr Macs als geplant verkauft.........;-)    

Q2 2008 earnings are expected to be announced on April 23, 2008 Estimates: 1.18 | 1.063 | 0.94  

über 160$

 

Halo Alô !Ola! Tschom  Shalom

Gibt es noch Jemand hier ???????

 

AAPL`durchkreuzt gerade steif die

167$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

 

halo seid ihr da  ??????????????????

 

scheinbar nicht  genauso wie bei............