Jueves 07/04/11 Cierre de campania en el Peru

[admin]

Metales al alza, oil al alza.

-15.25

[admin]

-14.27

[admin]

MCP +4.11%

[Arnold]

Holas a todos, como van las cosas!!!!!!
Me desconecte completamente, estuve en el Lollapaloza de Chile....realmente espectacular!!!!
He visto que los bancos Irlandeses han trepado harto en 3 dias, que fue!!!!!

[admin]

Au up 1,462

-12.41

[admin]

+0.94

Buena vida Arnold

[admin]

AAPL +0.67%

GGB +1.79%

BVN +0.36%

SCCO +0.45%

+9.23

[admin]

Oil up 108.94

+11.16

[admin]

EPU -1.27%

[admin]

+1.47

[admin]

-0.46

[admin]

GE construira una planta para fabricar paneles solares

[admin]

No mejoran las conversaciones entre democratas y republicanos. Parece que cierran el gobierno el Viernes.

-4.05

[admin]

AAPL lanzara el iPhone 5 en Junio/Julio o Setiembre?

Han vendido 16.2 millones en el primer trimestre, el doble que ell anio pasado (iPhones), y 7.3 millones de iPads cuando se esperaba que vendieran 6 millones.

Apple iPhone 5 Post o’ the Day: Investor Worry Misses the Point

By Matt Phillips
As astute MarketBeat-istos (and -istas!) have noticed, the long hike of hype to the next Apple product launch seems to have begun, with analysts starting to chatter a bit about the prospects for an iPhone 5 to be launched sometime over the summer. Today Caris & Company’s Robert Cihra — who did well in last year’s WSJ “Best on the Street” analyst rankings — said that investors shouldn’t get hung up too much on any one product, as the value of Apple is becoming more and more about the “platform”

Focus on iPhone 5 timing misses the point, as it’s the Vertical Platform not just the Device that matters. Recent noise has included the chance Apple may not refresh its iPhone 5 along usual Jun/Jul cadence but rather push out to Sept.

We’re still not certain which but do agree IF Apple ever deviated from typical timing this might be the year, since it just added its CDMA/VZ version of the iPhone 4 in Feb, so an iPhone 5 into’d 6 months later (i.e., 3 months later than usual) might enable the company to better align/consolidate its CDMA/GSM roadmap (not necessary but arguably “cleaner” particularly in preparation for LTE/4G).

This could also set up a bigger launch of iOS 5, expected to bring breakout additions to the platform, from cloud-based sync, apps and streaming services to NFC (e.g., combining its massive new datacenter build-out with closed-loop customer ownership and thin-client focus, we think it’s a slam-dunk Apple at least improves the ability to sync content across multiple devices). From a stock perspective, however, a 1-qtr bump in iPhone cycling does NOT change our view of the investment. Yes, we recognize it would give more runway for Android super-phones and carriers are already feeling the pain of iPhone’s huge subsidy; but, we see increased cushion with Apple now more a “platform” vs. “product cycle” investment.

While all this excitement about the platform is interesting. We’re not sure we’re ready to discount the importance of the iPhone just yet.

After all, the hot selling handset has been crucial to the massive profits the company has been able to deliver. In January, Apple said it sold 16.2 million iPhones in its fiscal first quarter, nearly twice as many as it sold a year ago. It also sold 7.3 million iPads, compared with expectations of about 6 million iPads. For more Apple coverage on MarketBeat, click here already.

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ECB Raises Rates: So What Does it Mean?

[admin]

Oil up109.05, au up 1,463, Ag up 39.57, futures cu up 4.42

Cafe, azucar al alza.

Yields up 3.57%

+2.34