por admin » Mar Ago 21, 2012 7:25 am
5 cosas que los inversionistas de AAPL deben considerar
1. El juicio contra Sansung
2. el AAPL TV
3. El misterio por los nuevos productos ya no es tan secreto como cuando Jobs estaba.
4. la construccion de su nuevo centro de operaciones.
5.el lanzamiento de iPad mas pequenio.
5 things for Apple investors to consider
By Therese Poletti, MarketWatch
SAN FRANCISCO (MarketWatch) — In the afterglow of Apple Inc. shares reaching new record highs on Monday, investors might want to take a deep breath, step back and consider a few things, including a few ways the company has changed since Steve Jobs passed away last October.
On Monday, Apple’s shares surged $17.04, or about 2.63%, to close at a new record of $665.15. Its shares were boosted by continued chatter on Wall Street about the anticipated iPhone 5 launch next month, combined with news that its total valuation reached new heights. Read more about Apple's stock.
While investors look for other potential trading catalysts for Apple’s /quotes/zigman/68270/quotes/nls/aapl AAPL +0.84% stock, including how to trade ahead of the iPhone 5 launch, here are a few other issues worth considering, in addition to Apple’s still relatively low price-to-earnings ratio:
Apple CEO Tim Cook has seen Apple shares soar, putting even more pressure on him to deliver exciting products and profits. 1) The company’s patent infringement case against Samsung is expected to go to a jury this week. A contrarian view noted on Monday by Steve Milunovich, a UBS analyst, is that a potential win by Apple would force its rivals to be more creative. “The likelihood of Apple being leapfrogged or a rival creating a new category is greater if they have to think outside the box,” Milunovich wrote.
Apple’s top designers and engineers are always trying to stay ahead of the curve with the next hot product. Most investors would view an Apple win in the suit against Samsung as a huge positive. Whether such a win could force rivals to do some serious innovation is an interesting question. Could they innovate is another question altogether.
2) Apple’s efforts to simplify the TV appear to be moving more slowly than some have expected, especially after co-founder and late chief executive Steve Jobs told his biographer Walter Isaacson that he had finally “cracked” the TV. Last week, the Wall Street Journal reported that so far, Apple does not appear to have reached any deals with existing cable operators to get them to embrace a new set-top box and services it is reportedly working on. Read about Apple TV in the Wall Street Journal.
3) The mythical secrecy ahead of Apple product announcements appears to be waning a bit. As Toni Sacconaghi of Bernstein Research noted on Monday, “We believe that the Apple blog-sphere has become increasingly effective and predictive, with major details of new products largely known before the announcement date,” Sacconaghi wrote. He added that many details are known about the upcoming iPhone 5, “suggesting that the run-up into the launch date could attenuate earlier than is typical.” He added, though, that fewer details are known about the anticipated iPad Mini.
Click to Play Apple Now the Most Valuable Company EverApple is now the most valuable company of all time, surpassing Microsoft's previous record set in December 1999. Jonathan Cheng has details on The News Hub.
4) The company’s plans for a new iconic spaceship-like building and campus are moving forward. In general, Apple’s new R&D campus, designed under the realm of Jobs, has generated much interest and debate over its design in the press. Read about the debate in column on Apple's proposed spaceship building.
But in Silicon Valley, where there are few high rises, a glitzy building, designed by a noted star-chitect, could be seen as almost akin to building an iconic corporate skyscraper. In the late 1990s, a research analyst created what he called the Skyscraper Index, and documented the building of several major skyscrapers as preceding economic crises. Fortune also noted that often the fall of great companies has in the past coincided with the building of an “imperial headquarters,” such as Chrysler and the Chrysler Building in New York, and a few others. In Apple’s favor, however, is the fact that its new building will be the site of an R&D campus, not a new corporate headquarters. Read “The Curse of the Skyscraper” in Fortune.
5) The possible development of a lower-cost smaller iPad may have been in reaction to the Amazon Inc. /quotes/zigman/63011/quotes/nls/amzn AMZN -0.34% Kindle Fire and Google Inc.’s /quotes/zigman/93888/quotes/nls/goog GOOG -0.24% Nexus 7 tablet. While Apple never discusses new products before they are launched, it’s worth revisiting a piece by our colleagues at All Things D, which points out that Jobs was long opposed to tablets with a smaller screen at a lower price point. Read All Things D about Steve Jobs and smaller tablets.
As the one-year anniversary of Steve Jobs’s death on Oct. 5 approaches, investors are soon going to be inundated with stories about how Apple has changed under current CEO Tim Cook.
There will be plenty of more fodder for investors to think about over the next few weeks, including the highly anticipated iPhone 5 launch.
/quotes/zigman/68270/quotes/nls/aapl Add to portfolio AAPL Apple Inc. US : U.S.: Nasdaq $ 670.73 +5.58 +0.84% Volume: 116,083Aug. 21, 2012 8:21aP/E Ratio15.70Dividend Yield1.59%Market Cap$607.54 billionRev. per Employee$2.34M
/quotes/zigman/63011/quotes/nls/amzn Add to portfolio AMZN Amazon.com Inc. US : U.S.: Nasdaq $ 240.35 -0.82 -0.34% Volume: 1.89MAug. 20, 2012 4:00pP/E Ratio292.01Dividend YieldN/AMarket Cap$109.03 billionRev. per Employee$966,655
/quotes/zigman/93888/quotes/nls/goog Add to portfolio GOOG Google Inc. Cl A US : U.S.: Nasdaq $ 675.54 -1.60 -0.24% Volume: 1.76MAug. 20, 2012 4:00pP/E Ratio20.91Dividend YieldN/AMarket Cap$222.88 billionRev. per Employee$1.33M
Therese Poletti is a senior columnist for MarketWatch in San Francisco.