Apple - unaufhaltsamer Aufstieg - wie lange noch? (Seite 4758)

[Timson]

Apple shares fall almost 5% on AT&T's iPhone sales

SAN FRANCISCO (MarketWatch) -- Apple Inc. saw its shares fall $6.89, or almost 5%, to $136.98, after AT&T Inc. released its iPhone sales figures for its second quarter. The iPhone went on sales June 29, and AT&T said it activated 146,000 iPhones during the last two days of the quarter. The numbers are seen as a barometer for measuring total iPhone sales because all iPhones, even those sold in Apple retail outlets, must be activated through AT&T's wireless network. Many analysts were looking for sales around 200,000, with some projections as high as 500,000 iPhones sold in the last two days of the quarter. Apple will likely give more insight into its iPhone sales when it delivers its quarterly results on July 25.

[bossi1]

Antwort auf Beitrag Nr.: 30.828.520 von bossi1 am 24.07.07 15:50:39

Premarket Movers: Apple Down
Associated Press 07.24.07, 8:44 AM ET


NEW YORK -
AT&T Inc. said early Tuesday it activated 146,000 iPhones in the second quarter as the exclusive service provider for the much-hyped new gadget, and shares of Apple Inc. fell in premarket electronic trading.

While the June 29 launch of the iPhone meant there were only two days in the quarter to activate service, Wall Street may see the number as light. Some analyst have forecast sales of 500,000 to 700,000 iPhones in the first weekend, although Buckingham Research Group's Qaisar Hasan said that figure is probably "on the high side."

Apple shares, which are up more than 69 percent this year, largely on enthusiasm related to iPhone, gave up $2.60, to $141.10 in the early session, from their close at $143.70.

Skeptical comments from CIBC World Markets analyst Ittai Kidron didn't help Apple shares. "Based on our store checks, we believe that demand for the iPhone has seen a significant decline in the past 10 days," Kidron wrote in a note to clients. "We have noticed decent inventories at stores, and thin demand at best. In fact, most Apple store visitors were not looking at the device and only a very small subset bought it."

Moreover, a recent survey of iPhone buyers has suggested that poor data connectivity is a "key shortcoming," Kidron wrote.

AT&T meanwhile reported adjusted profit of 70 cents per share, ahead of Wall Street expectations for 67 cents per share. Revenue surged 87 percent to $29.48 billion, slightly short of analysts' estimates for $29.63 billion revenue.

In heavy premarket trading, shares dipped 28 cents to $39.75, from their $40.03 close Monday.

Premarket indicators and futures trading suggested the markets would open down Tuesday.

Also declining were shares Atheros Communications Inc., which late Monday reported a 26 percent increase in second-quarter profit but issued third-quarter guidance analysts said was "light."

Shares of the Santa Clara Company, which makes chips for wireless devices, were down $2.11, or 6.6 percent, to $30 premarket, from their close at $32.11 Monday.

And Countrywide Financial Corp. shares fell $2.62, or 7.7 percent, to $31.44, from their close at $34.06, after posting sharply lower profit than Wall Street expected and predicting the housing market woes to continue through the rest of the year.

On the gaining side, shares of Lockheed Martin Corp. were up after the world's largest defense contractor reported profit in the second quarter spiked 34 percent, well ahead of Wall Street projections, and raised its 2007 forecast.

Traders bid up shares $3.99, or 4 percent, to $103.51 premarket, from their close Monday at $99.52.

And shares of Check Point Software Technologies Ltd. gained after the Redwood City, Calif., company also reported second-quarter profit that beat Wall Street estimates. Shares added 75 cents, or 3.2 percent, to $24.45, from their close Monday at $23.70.

[bossi1]

Analyst Says AT&T Gives Apple $11 per Month per User
By Charlie Sorrel July 24, 2007 | 6:55:46 AMCategories: Apple, iPhone

Analyst Piper Jaffray "conservatively estimates" that Apple is getting an $11 a month kickback from AT&T for every new iPhone customer, and $3 for existing AT&T customers who switch to the magic box.

Gene Munster of Piper Jaffray thinks that the split between switchers and existing customers who upgrade is around 50/50 which, if Apple sells his projected 3.2 million iPhones this year, means over $500 million over two years (this is a rough calculation – 1.6 million iPhones x 24 months x $11 for switchers plus 1.6 million iPhones x 24 months x $11 for stickers).

Not a bad chunk of change, especially as that's on top of the actual hardware sales. Munster also believes that by 2009 this revenue sharing deal could boost per-share earnings on Apple stock by 58 cents. It looks like the iPhone is business friendly after all, hey Steve?

Analyst weighs in on Apple's rev-share arrangement with AT&T [AppleInsider]

http://blog.wired.com/gadgets/2007/07/analyst-says-at.html

[nurgle]

Antwort auf Beitrag Nr.: 30.825.776 von tiefer_blick am 24.07.07 12:57:50

Der Artikel ist ja grauenvoll.

Dann doch wenigstens den hier: http://duggmirror.com/apple/The_iPhone_is_a_piece_of_shit_an…

[tiefer_blick]

Hallo, selten so gelacht:

http://www.telekom-presse.at/services/meinung_29516.html

Der Autor schreibt anscheinend normalerweise über das Liebesleben der Wühlmäuse.

[phil73]

Dann klingelt es auch in unseren Kassen:

Strong hold bis Januar 2008...

p.

[stockbroker83]

Gerücht: Billig-Iphone kommt noch dieses Jahr

Entwicklung des neuen Modells soll bereits abgeschlossen sein

Den Branchenkennern von Apple Insider zufolge will Apple noch diesen Herbst ein weiteres Iphone herausbringen. Dabei wird es sich angeblich um ein günstiges Modell handeln.
Offenbar avisiere Apple damit eine größere Zielgruppe an, berichtet das Portal und beruft sich dabei auf zuverlässige Quellen. Die Entwicklung des zweiten Iphones sei bereits beendet, gegen eine Produkteinführung rechtzeitig zum Start des Weihnachtsgeschäfts spreche nichts.

Quelle: ZDnet.de

[nurgle]

Antwort auf Beitrag Nr.: 30.817.803 von bossi1 am 23.07.07 20:59:52

Mein CB9717 ist jetzt nach einem Jahr und einem Tag steuerfrei mit +483%

Glückwunsch. Ich bin mit etwas höherem Hebel eingestiegen, und wollte mein Glück nicht zu sehr auf die Probe stellen, zumal ich nächste Woche in Urlaub fahre.

Der DB9717 sieht allerdings auch interressant aus. Habe mir erstmal nur die Eckdaten bei OnVista angeschaut. Ich finde die Bewertung solcher exotischen Produkte etwas schwierig, da häufig der Vergleich fehlt. Aber mit 483% Steuerfrei hast Du sicher nichts falsche gemacht.

[bossi1]

Antwort auf Beitrag Nr.: 30.816.386 von nurgle am 23.07.07 19:14:56

Nach einer Verdopplung des Wertes in weniger als zwei Monaten kann man mal ein paar Gewinne mitnehmen...

Mein CB9717 ist jetzt nach einem Jahr und einem Tag steuerfrei mit +483%. Die nächsten Calls folgen in einigen Wochen. Ich denke bei "guten Zahlen" erst mal bis zum Weihnachtsgeschäft. So was möchte ich mir nicht entgehen lassen, genau wie unsere Karstadt. Der Media Markt mit seinen Apple Shops wird genau so interessiert sein. Schaun mer mal...

[nurgle]

Antwort auf Beitrag Nr.: 30.810.918 von tiefer_blick am 23.07.07 13:00:14

Deine Glaskugel möchte ich haben. Vor 10-12 Jahren hätte ich niemals gedacht, dass man mit Klingeltönen Geld verdienen kann, dass es eine bessere Suchmaschine als Altavista geben könnte, und das Apple mal zum UNIX Hersteller wird.

Hut ab, dass Du Apple so langfristig einschätzen kannst.