kristjan.lepik / TI / Postitused: 31789
05 Okt 2006 14:43
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Notable call (notablecalls.blogspot.com) vahendab pankade arvamust AAPLi optsiooniprobleemi kohta:

Several firms are commenting on Apple Computer (NASDAQ:AAPL) after the co said on Wednesday an internal investigation found irregularities with its past stock option grants, prompting the immediate resignation of a former chief financial officer from the board of directors. The company also said Chief Executive Steve Jobs was aware of some of the stock option grants, but he did not benefit from those grants and was unaware of the accounting implications:

- Goldman Sachs thinks the results of Apple's independent investigation of its stock options grants removes the largest overhang by clearing current management of any misconduct. Theannouncement does not change firm's positive view on Apple's fundamentals but it does give them greater confidence that non-operational issues will not negatively impact the stock. They also believe this removes the potential that Apple would need to delay its earnings report, scheduled for October 18, due to the inquiry. Firm's estimates and price target are unchanged.

- UBS notes that while the SEC has not opened its own formal investigation, they believe the financial impact on Apple will be minimal. Apple continues to believe it is likely that it will need to restate historical financials for non-cash charges, but the review indicates no evidence of irregularities after a January 2002 grant in question.

While CEO Steve Jobs was aware of some favorable grant dates, he did not receive or benefit from these grants. It seems that he was likely unaware of the accounting implications (deduced from Apple's disclosures). While we may hear a bit more about this issue in the news, the firm continues to operate under the view that Jobs is on solid ground based on the current facts. Maintains Buy and $92 tgt.

Notablecalls: Looks like a non-event to me.

kristjan.lepik / TI / Postitused: 31789
05 Okt 2006 14:44
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Ning lisaks veel kahe kommentaari vahendus nende poolt:

Banc of America i previewing Apple (NASDAQ:AAPL) noting that ar this point, they believe that Sept iPod units will be around 8 million, helped by sell in of new products. Firm is at 8.4 million. They believe that CPUs will be approx 1.5 million units, whereas they are currently at 1.4 million units. MacBooks remain the key driver of unit growth in CPUs. Net, the firm sees upside to Street estimates by over $100 million in revs and some modest EPS upside, for the Sept Q. It is unclear what type of disclosure Apple will give below revs for the Sept Q, given its pending options issue. For the Dec quarter, they believe that Apple can deliver 1.5 million to 1.6 million CPUs (we are 1.4) and approx 15 million iPods (we are 15.8), with some tension to the downside. Firm believes that Street estimates are achievable for the Dec quarter, but do not offer much upside. They believe that guidance will likely fall below Street estimates for Dec, if Apple provides guidance, given its pending option issue. They do not see any additional product launches until Jan.

- Prudential is initiating coverage of Apple Computer this AM with a Neutral Weight rating and a $74 price target, based on a 25x multiple on FY'08 EPS estimate of $2.97.

Forecasting Apple to grow its Mac share from ~2.5% to ~4% over the next two years. Near-term catalysts include: 1) the new product ramp based on Intel architecture, 2) recent iMac price cuts, and 3) the potential for an expanded relationship with Best Buy and Circuit City.

Firm's checks indicate Apple has plans for a cellular phone in the near future. We estimate that every 1 point of share in this market represents $0.20-$0.30 of earnings power for the company. However, they are concerned that the combination of a slowing media player market and increased competition from Microsoft adds risk to Apple's iPod margin and market share.

They see risk/reward balanced at current price levels and will remain on the sidelines until they get better visibility into the competitive dynamics of the media player space and/or into new product ramps.

Notablecalls: These two comments appear neutral-to-negative to me. AAPL possibly guiding down for Q4? Hmmm! Also, Prudential notes they are concerned about the combination of a slowing media player market and increased competition from Microsoft.

kristjan.lepik / TI / Postitused: 31789
17 Okt 2006 12:13
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UBS kommenteerib Apple (AAPL) kohta. Ei midagi väga revolutsioonilist ja hinda ilmselt ei liiguta.

http://notablecalls.blogspot.com/2006/10/calls-of-note-part-2_17.html

NB! Apple majandustulemused 18. okt. peale börsi!

kristjan.lepik / TI / Postitused: 31789
24 Okt 2006 12:46
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iPod saab viis aastat vanaks.

Engadget.com on väga ilusa ülevaate tooteajaloost teinud - http://www.engadget.com/2006/10/23/the-ipod-turns-five/

Lisaks soovitan vaadata Steve Jobsi ettekannet lehe allosas, kus esimest korda iPodi esitletakse. Hämmastav visioon.

Daddy / Proff / Postitused: 109
25 Okt 2006 12:55
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Leidsin internetis ringi uidates ühe huvitava kirjutise. Autori arvates on pikas perspektiivis content ainus asi mis suuri tehnoloogiafirmasid elus hoaib. Ehk teisisõnu teenused ja digitaalne materjal, mille kaudu tarbijatelt korduvaid rahavooge välja meelitada. Parimaks näiteks on siin Apple, mis vaid oma tooteid pakkudes ei oleks see, kes täna ollakse. Teise näitena on Dell muuhulgas tänu liigsele tootekesksusele oma jalgealust kaotamas.

Autoriga täiesti nõus, et suurte rauafirmade tuleviku seisukohast on võtmeküsimuseks oskus lisaks toodetele keskendumisele osa saada ka digitaalse materjali ja teenuste pirukast. Lugu ise asub siin
http://ce.seekingalpha.com/article/19018

kristjan.lepik / TI / Postitused: 31789
08 Nov 2006 13:38
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Eile (7.11) tuli positiivsete kommentaaridega Apple (AAPL) suhtes välja Piper Jaffray, täna on positiivne JP Morgan (pärast Apple kontori külastust). Eilne kommentaar tõi ostuhuvi, ehk ka täna.

JP Morgan is positive on Apple (NASDAQ:AAPL) after they yesterday visited Apple's headquarters in Cupertino, California.

The completion of the Intel transition, hefty store traffic, and successful Mac advertising could continue to spur momentum in the Mac business. In addition, the firm continues to believe that the post-holiday launch of Vista will make it even more likely that consumers will consider the Mac platform this quarter.

Management mentioned unnamed new products as a key driver of growth several times during
the meetings. This echoes similarly vague commentary from Steve Jobs regarding the company's product pipeline and supports their view that 2007 could mark an important rebound in product innovation from the company.

The widescreen video iPod and the Apple-branded phone represent two of the most likely new
products and of course, there should be some other unexpected products as well. JP Morgan also believes it is important to stress that none of these products are currently factored into their above consensus estimates for fiscal 2007.

Apple is trading at 25x calendar 2007 EPS ex-options estimate. They expect the iPod's momentum to improve and Mac share gains to accelerate. The firm is reiterating their Overweight rating.

kaspi / Kasutaja / Postitused: 148
08 Nov 2006 14:03
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ise ka jälgin aktsia kulgu ning mulle meeldib hetkel ka tehniline pilt, ehk keegi kommenteerib kas on väga vale hetkel puhtalt tehnilise pildi põhjal tõusuruumi näha ?

kristjan.lepik / TI / Postitused: 31789
24 Nov 2006 19:09
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Kaspi, tehniline tõusutrend on tõesti muljetavaldav, kuid kauplemise mõttes on siit raske osta - päris kiire tõus ja tõusutrendijoonest ollakse kaugel.

kristjan.lepik / TI / Postitused: 31789
24 Nov 2006 19:13
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Päris huvitav link:

Amazoni enimmüüdud Audio&Video tooted (uuendatakse iga tunni tagant) - link

- Kolm esimest on kõik Apple iPodid
- Top10-s on 8 Apple toodet
- Microsofti "iPod-Killer" Zune on 21. kohal.

via bigpicture.typepad.com

kaspi / Kasutaja / Postitused: 148
24 Nov 2006 20:42
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oma joonte joonistamise juures hüppas täna ülemisest trendijoonest suht tuntavalt välja, ei tea mis edasi võib saama hakata

rakuc / Kasutaja / Postitused: 10
25 Nov 2006 21:45
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Hea link:

Praegu Topis siis
10 hulgas 9 Apple toodet
MS Zune 20nes
:)

kristjan.lepik / TI / Postitused: 31789
26 Nov 2006 15:30
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Graafiline vaade ka:

kristjan.lepik / TI / Postitused: 31789
26 Nov 2006 15:32
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*Täpsem oleks graafikul kirjutada "oodatav tugev jõulumüük". Turg ootab Apple'lt tugevat jõulumüüki ning see ilmselt ka tuleb. Seega ootused on päris kõrgel.

jim / Proff / Postitused: 739
26 Nov 2006 17:46
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Amazoni bestsellerite nimekirjas toimuvat on näiteks Piper Jaffray vist iganädalaselt kommenteerinud viimased paar aastat. Praktiliselt kogu selle aja on minu meelest Apple top10 -s väga tugevalt esindatud olnud :)

kristjan.lepik / TI / Postitused: 31789
26 Nov 2006 18:08
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Jah, kuid huvitavad on kaks tegurit:

a) Kuidas Apple tooted endiselt nii seda edetabelit ruulivad - pole juba tükk aega ju iPod seeriast midagi väga uut tulnud (pigem kosmeetilised uuendused)
b) Zune debüüt on ikka väga lahja.

b) põhjused võivad peituda ka milleski spetsiifilises (tarneprobleemid vms.), kuid siiski on Zune lahja algus ja vähene üldine vaimustus Apple jaoks taas üks võit.

P/E / Kasutaja / Postitused: 389
04 Dets 2006 13:18
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kui suur osa aapli müügist moodastab see iPod?
kõik räägivadki ainult sellest, aga ettevõtte toodab ju muid asju ka

Daddy / Proff / Postitused: 109
04 Dets 2006 22:51
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Olid just käepärast paar joonist Apple kohta. Nagu näha oli eelmise kvartali seisuga iPod + muusika osakaal käibes 41,6% ja ainult iPod'i osakaal 32,2%
Jooniselt tuleb ka välja kui kiiresti on iPod'i osa tõusnud.

P/E / Kasutaja / Postitused: 389
05 Dets 2006 12:12
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tegelikult ei teadnud et iPodide osakaal on nii suur nende müükides.. tõepoolest perspektiivne. edaspidi järelikult müügikasv sõltub mitte arvutitest vaid pleieritest.
kas iPfone tuleb sel aastal? see peaks ka hittiks kiiresti saama

jim / Proff / Postitused: 739
05 Dets 2006 15:12
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P/E, ma täpseid numbreid ei mäleta peast, aga mp3-mängijates on Applel ca 70% turuosa USAs ja arvutites 3-4% turuosa.. kumma arvelt on rohkem võimalik müügikasvu näidata? :)

P/E / Kasutaja / Postitused: 389
06 Dets 2006 13:01
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usun et pleieritest, imobladest ja muu sarnasest stuffist (ainult kui samsung või soni sel segmentil agressivselt turuosa ei hakka kasvatada). see turg areneb mitmekordselt kiiremini, kui pcturg ning peale usat on veel muu maailm olemas. ka tulu on sel segmentil suurem.

aga 3% usa pc turust... see jääbsi samaks. aaple on oma niši loonud ning sellest välja ei ronigi.