Apple's iPad and iPhones are generating significantly more in on-line sales than Android devices.
CEO John Varian is scheduled to present at the 25 Annual Piper Jaffray Healthcare Conference on December 4, 2013, at 2:00 p.m. EST, at The New York Palace Hotel.
Deutsche Bank analyst Chris Whitmore reiterated a Buy rating and raiesd its price target on Apple from $575 to $625 following Black Friday checks which showed strong demand.
"Following a series of checks over the Black Friday weekend, we have become significantly more confident in our near-term estimates for Apple," Whitmore said. "In fact, if current momentum is sustained through the end of the year, we believe our December Q estimates could prove conservative."
Seasonality is one of those things many investors take for granted. And right now, two of the biggest seasonal trends are bearing down on the market.
At least, in theory.
First, there’s the so-called “Santa Claus Rally,” a period of strength in December. Some credit increased activity as institutional investors trying to juice returns before year-end, and others think it’s just the happiness of the season giving Wall Street a lift.
Soon after comes the “January Effect” that lifts stocks briefly to start a new year. Possible culprits here include investors entering the market with fresh year-end bonuses or other windfalls, or those who sold stocks in December for tax reasons re-entering the market in earnest
In a good agreement with the article:
Manufacturing conditions improved in November to their best level in more than two years, according to a closely followed survey released Monday.
The Institute for Supply Management’s manufacturing index climbed to 57.3% from 56.4% in October, reaching the highest level since April 2011.
Good reason to be nervous about Google at these levels.
If it can't hold $974, then there is no reason to be long on this stock.
Consolidation must break out to the upside here otherwise that $974 will come into play very quickly and if breached, you have to take your profits on the trade.
Deutsche's checks indicate channel supplies for the Air are healthy, save for the 128GB model; stronger demand for high-capacity models boosts margins/ASPs. The firm also reports iPhone 5S demand is outpacing supply in all of its carrier, online, and retail checks. Lead times remain high for gold 5S units.
ALU is planning to raise $2.7 billion to finance its recovery efforts.
Alcatel Lucent will issue new shares worth $1.29 and bonds worth $750 million. Management also revealed that they already secured commitment for a new $675 million loan.
What is the new shares base price?
With respect to stocks being near-record highs and the Fed’s hand in that, Williams said the media talks more about stock prices than the Fed does. Williams said policy makers take economic data, household wealth, and money in the stock market into account, but they are not drivers of monetary policy.
Fundamental Strength And Algorithm Endorse Alcatel-Lucent, article with this heading published on
Seeking Alpha by
- I KNOW FIRST system
ALU price at this time July 22, was $2.12 it stands now on $3.78, up +78%
Q3 free cash flow was still -€218M, though that figure is better than the year-ago period's -€366M. Net debt rose to €1.004B from €794M at the end of Q2 and €58M a year ago.A mix shift towards higher-margin router and mobile infrastructure sales also boosted Alcatel's gross margin. Router sales +7% Y/Y to €580M, wireless access +13% to €1.2B. On the other hand, fixed access (broadband equipment) sales only rose 0.7%, optical transport sales fell 1.8%, and IP platform (carrier software) sales fell 3.6%. Managed services, a low-margin business Alcatel has been cutting its exposure to, fell 28%
Meanwhile, Apple has released its FY13 10-K, and used it to disclose an FY14 capex budget of $11B. That's 57% higher than the $7B budget created for FY13, and equal to 6% of estimated FY14 revenue.
With prices well above those for comparable Android tablets (particularly for 32GB-64GB models), Apple is betting its hardware quality, brand loyalty, and unmatched tablet app ecosystem will allow it to once more post positive Y/Y iPad revenue growth following two quarters of declines.
After running benchmarks, AnandTech finds the Air's CPU performance beats that of rival Android hardware. GPU performance is also strong, but not as overwhelmingly; Nvidia's (NVDA) Shield handheld console (features a Tegra 4 processor) topped several benchmarks.
CNET (4.5/5 stars) talks up the Air's design makeover, its improved front camera, and the "ridiculously fast" performance of its A7 CPU. But it wishes the tablet had an 802.11ac Wi-Fi radio and a fingerprint sensor.