• Hello,

     

    Eh oui, Apple est arrivé à son apogée, elle dépasse désormais toute les autres entreprises de par le monde en termes de valeurs boursières mais non pas en termes de bénéfices.

    Quelle valeur cela peut-il avoir ?

    Qui peut en profiter ?

    Cette valeur a-t-elle encore du sens ?

    L'avenir nous le dira.

    Bonne vacances. Good holidays.

    See you.

    PGR

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  • Wouaouh!

    Hello everyone,

    Bonjour tout le monde,

    La nouvelle paraît surréaliste mais nous sommes à quelques 50 milliards de $ de cette gageure.

    Apple est en passe de devenir la première entreprise a produire une capitalisation boursière d'un trillion de dollars.

    Certes, ce membre du GAFA n'est pas à son premier record, mais cela paraît étonnant de le voir.

    Les techs deviennent de plus en plus côtés et donc en phase avec un marché en mutation.

    Cette mutation s'inscrit dans un changement de comportement et d'approche dans le processus de transition énergétique.

    Je vous livre le texte en anglais, assez facile à lire sur ce sujet.

    "Ashraf Eassa, The Motley Fool Motley FoolJune 5, 2018 

    One thing that investors new to the stock market often don't look at is a company's market capitalization, which is the "total market value of a company's outstanding shares of stock." This is a much more meaningful metric than, say, stock price, because it tells you how the market values the business. 

    If, as an investor, you think that a company's business could (or should) be worth more than its current market capitalization, then the shares could represent a buying opportunity. Conversely, if a company's market capitalization seems too high relative to its business opportunities, then it could mean that it's time to sell the stock.

    Apple's iPhone 8 Plus (left) and iPhone 8 (right) in the color red.
    Apple's iPhone 8 Plus (left) and iPhone 8 (right) in the color red.

    Image source: Apple.

    Apple (NASDAQ: AAPL), arguably the most innovative technology company in the world, is on its way to commanding a market capitalization of $1 trillion, which would make it the first publicly traded company to ever achieve that market value. Assuming a diluted share count of around 5.07 billion (note that Apple has been aggressively buying back stock so this number comes down a lot each quarter), Apple will hit a $1 trillion market capitalization when the stock hits approximately $197.23 per share.

    That's only a 3.6% rise from where the stock last closed as of this writing. 

    What would Apple hitting this milestone mean for you, the current or prospective Apple stockholder? Let's find out. 

    Not as much as you'd think

    If Apple does manage to hit a $1 trillion market capitalization soon -- something that I think will happen shortly after this article goes to publication, if it hasn't already -- then it'd be good for a lot of headlines in the financial press. It'd also be a nice psychological milestone for both many individual investors (I doubt that institutional investors -- that is, the folks who run mutual funds and hedge funds -- would care much). 

    However, hitting that milestone wouldn't fundamentally change anything about Apple's business. Apple's investments in product and technology development won't change as a result, demand for its products isn't likely to be affected by the company hitting that historic milestone, and, most importantly, the investment thesis won't change much.

    Moreover, the positive press coverage that Apple and its stock might get could be short-lived, because if the stock fails to hold above that $1 trillion market cap level, then the chorus of headlines cheering Apple on for achieving that business valuation could quickly become chants of doom and gloom. 

    What really matters

    As either an investor or potential investor in Apple, what you should really care about aren't arbitrary market capitalization milestones. Instead, you should keep your eyes laser focused on Apple's revenue and profit growth. Right now, current analyst consensus calls for the company to enjoy 13.8% revenue growth during its current fiscal year and just 4.3% revenue growth in the following year.

    Earnings per share, according to analyst estimates, should be $11.49 this year, up 24.8% year over year and $13.27 in the following year, implying another 15.5% growth. This figure is surely boosted by the expectation that Apple will gobble up a lot more of its shares after recently announcing a $100 billion buyback program, reducing share count and increasing earnings per share.

    So as long as the company can deliver on these growth expectations (or, ideally, exceed them), Apple stock should continue to move on up and it could leave the $1 trillion market cap milestone solidly in the rearview mirror in the years ahead. But if Apple's business performance falters, $1 trillion could represent a multiyear peak for the company's value."

    https://finance.yahoo.com/news/apple-track-become-first-trillion-130000878.html

     

    Étonnant non ?

    Bien à vous.

    PGR

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  • Hello,

    Incredible but true...

    Apple make it and other can do it...

    See you

    PGR

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  • Hello,

    C'est incroyable, Apple, l'un des GAFAM, atteint la barre mythique des 180 points... (dire qu'à la mort de Steve Jobs en 2011, la valeur du point était de 70...)

    The show must go on...

    See you

    PGR

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  • Hello,

    (Re) bad news...

     

    "Apple Inc. (AAPL) has been one of the most consistent winners over the past decade. Investors have found this behemoth of a company to be extremely reliable. Every time there’s a hiccup and Apple bears come out of the woodwork, they quickly fade back into oblivion. As of April 2015, there was only a 1.10% short position on the stock. Does that small investing population know something you don’t? If so, does it have anything to do with the iPhone? Let’s find out. (For more, see: Unlocking the P/E Ratio for Apple and Apple: Tim Cook's Vision vs. Steve Jobs'.)

    Before looking at the iPhone, let’s glance at the bigger picture. (For more on the iPhone, see: What's the Best-Selling iPhone Model of All Time?)

    For the first quarter of the year, the company’s net sales jumped 30% year-over-year to $17 billion. A lot of this had to with a new iPhone. (The iPad didn’t perform as well, but more on that later.) The U.S. dollar acted as a headwind, but not enough to present a significant threat. In fact, gross margin came in at 39.9% vs. 37.9% in the year-ago quarter. This was primarily due to an improved product mix — increased sales for higher-margin products — and lower commodity costs. For the second quarter, Apple expects gross margin to range between 38.5% and 39.5%. That's not much of a change, which is positive for a company that’s performing well.

    Total net sales for Apple improved in every operating segment, with Greater China being the best performer (Apple reports based on geography). Net sales changes for each segment:

    Greater China: + 70%

    Rest of Asia-Pacific: + 33%

    Americas: + 23%

    Europe (includes Middle East and Africa): + 20%

    Japan: + 8%

    In the first quarter, Apple also spent $5 billion on buybacks and $2.8 billion on dividends. Additionally, total operating expenses were 7.4% of net sales vs. 7.6% of net sales in the year-ago quarter. What makes this even more impressive is that R&D increased to 2.5% from 2.3% while SG&A expenses declined to 4.8% from 5.3%.


    The biggest threats to Apple today are pricing pressure, increased competition, the rise of the U.S. dollar, and reduced discretionary spending. The latter is the biggest threat, although it's a threat for many companies and Apple is likely to weather the storm better than most.

    But there is one other big risk to Apple that most investors don’t see. Apple is widely known as a diversified company, but that diversification is far from equally weighted. (For more, see: Investing in Apple: Risks and Rewards.)

    Below, take a look at iPhone sales for the first quarter compared to last year, and be sure to pay special attention to the actual sales numbers compared to the other products on the list. (All dollar numbers are in thousands.)

    Apple Inc. (AAPL) has been one of the most consistent winners over the past decade. Investors have found this behemoth of a company to be extremely reliable. Every time there’s a hiccup and Apple bears come out of the woodwork, they quickly fade back into oblivion. As of April 2015, there was only a 1.10% short position on the stock. Does that small investing population know something you don’t? If so, does it have anything to do with the iPhone? Let’s find out. (For more, see: Unlocking the P/E Ratio for Apple and Apple: Tim Cook's Vision vs. Steve Jobs'.)
    Solid Numbers

    Before looking at the iPhone, let’s glance at the bigger picture. (For more on the iPhone, see: What's the Best-Selling iPhone Model of All Time?)

    For the first quarter of the year, the company’s net sales jumped 30% year-over-year to $17 billion. A lot of this had to with a new iPhone. (The iPad didn’t perform as well, but more on that later.) The U.S. dollar acted as a headwind, but not enough to present a significant threat. In fact, gross margin came in at 39.9% vs. 37.9% in the year-ago quarter. This was primarily due to an improved product mix — increased sales for higher-margin products — and lower commodity costs. For the second quarter, Apple expects gross margin to range between 38.5% and 39.5%. That's not much of a change, which is positive for a company that’s performing well.

    Total net sales for Apple improved in every operating segment, with Greater China being the best performer (Apple reports based on geography). Net sales changes for each segment:

    Greater China: + 70%

    Rest of Asia-Pacific: + 33%

    Americas: + 23%

    Europe (includes Middle East and Africa): + 20%

    Japan: + 8%

    In the first quarter, Apple also spent $5 billion on buybacks and $2.8 billion on dividends. Additionally, total operating expenses were 7.4% of net sales vs. 7.6% of net sales in the year-ago quarter. What makes this even more impressive is that R&D increased to 2.5% from 2.3% while SG&A expenses declined to 4.8% from 5.3%.

    The biggest threats to Apple today are pricing pressure, increased competition, the rise of the U.S. dollar, and reduced discretionary spending. The latter is the biggest threat, although it's a threat for many companies and Apple is likely to weather the storm better than most.

    But there is one other big risk to Apple that most investors don’t see. Apple is widely known as a diversified company, but that diversification is far from equally weighted. (For more, see: Investing in Apple: Risks and Rewards.)
    Relying on the iPhone

    Below, take a look at iPhone sales for the first quarter compared to last year, and be sure to pay special attention to the actual sales numbers compared to the other products on the list. (All dollar numbers are in thousands.)

    iPhone: Apple's Strength and Weakness

    The numbers show Apple as somewhat bulletproof, but when a company relies so heavily on one product — in this case, the iPhone — an unexpected failure can have a significant impact. So far Apple has avoided such a circumstance and it's continually trying to innovate and grow in other areas. But note that in the first quarter, the iPhone represented 69% of total net sales — up from 56% in the year-ago quarter.

    The good news is that overall average selling price for the iPhone increased 8% year over year. That means that all is likely to remain well for the near future, but no company is invincible. Take a look at BlackBerry Ltd. (BBRY) as an example. If you told someone in the mid-2000s that Blackberry would practically be a non-factor in the mobile market within a few years, they would have laughed. (For more, read: BlackBerry Still Doesn't Get It.)

    This isn’t to say Apple is in danger. But it sells wants, not needs. Therefore, it’s imperative to keep a sharp eye on quarterly results and other developments. It’s always possible that an innovative competitor finds a way to capture share in the mobile market by appealing to a young, growing audience. This would require savvy marketing, but it’s certainly a possibility. (For more on investing in Apple, see: Buy Apple Before Its Apple Watch Launch?)
    The Bottom Line

    Apple is an exceptional company that consistently rewards its shareholders. But don't put your guard down. Apple relies more heavily on the iPhone than most people think, and while the iPhone is hot right now, popular tech products don’t stay on top forever. Despite Apple's stellar reputation, it shouldn't be seen as a set-it-and-forget-it investment. (For more, see: The Key to Apple's Scale? Half a Billion iPhones.)"


     
    Bien à vous.
    PGR
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  • Bad news...

     

    "Can Apple, Inc. (AAPL) really suffer the same fate as BlackBerry Limited (BBRY)? Amid worries over slowing iPhone sales and the company's perceived weakness at innovation, UBS analyst Steven Milunovich believes a BlackBerry-type downfall would be Apple's worse case scenario.

    In a research note to investors Tuesday, pointing to Apple's current stock price, Milunovich said, “Our most bearish case is a Blackberry-like fall from grace, putting the stock around $70.” (See also: Apple Stock Declines After Insiders Sell Shares .)

    The analyst argues that the market has already priced in the likelihood that Apple's best days are gone and they're not coming back. Apple shares closed Tuesday at $99.03, up 0.41%. The shares have fallen 25.5% from their 52-week high and are down 23% over the past year. In his opinion, the stock is cheap for a reason.

    The market has become pessimistic about Apple's growth potential and sees no routes for multiple expansion. But assuming the shares did decline to $70 in BlackBerry fashion, this would mark an additional fall of 30% from Tuesday's closing price. This would mean Apple would be valued solely on its cash on hand with no growth factored in.

    “If iPhone goes the way of the PC at 5-10% annual declines, the stock could be worth about today’s price,” Milunovich noted. “Given the size of the iPhone and the historical difficulty in maintaining hardware margins, this is a reasonable possibility though probably too negative.”

    In other words, the shares will be supported by Apple's cash and or slowing iPhone sales, while acknowledging there's a ceiling on how high the stock can go until Apple comes out with the next big hit product. And that's something BlackBerry is still waiting to produce. (See also: Apple's New Business: Bonds.)

     

    Can Apple, Inc. (AAPL) really suffer the same fate as BlackBerry Limited (BBRY)? Amid worries over slowing iPhone sales and the company's perceived weakness at innovation, UBS analyst Steven Milunovich believes a BlackBerry-type downfall would be Apple's worse case scenario.
    Not Exactly Apple's and Oranges

    In a research note to investors Tuesday, pointing to Apple's current stock price, Milunovich said, “Our most bearish case is a Blackberry-like fall from grace, putting the stock around $70.” (See also: Apple Stock Declines After Insiders Sell Shares .)

    The analyst argues that the market has already priced in the likelihood that Apple's best days are gone and they're not coming back. Apple shares closed Tuesday at $99.03, up 0.41%. The shares have fallen 25.5% from their 52-week high and are down 23% over the past year. In his opinion, the stock is cheap for a reason.

    The market has become pessimistic about Apple's growth potential and sees no routes for multiple expansion. But assuming the shares did decline to $70 in BlackBerry fashion, this would mark an additional fall of 30% from Tuesday's closing price. This would mean Apple would be valued solely on its cash on hand with no growth factored in.

    “If iPhone goes the way of the PC at 5-10% annual declines, the stock could be worth about today’s price,” Milunovich noted. “Given the size of the iPhone and the historical difficulty in maintaining hardware margins, this is a reasonable possibility though probably too negative.”

    In other words, the shares will be supported by Apple's cash and or slowing iPhone sales, while acknowledging there's a ceiling on how high the stock can go until Apple comes out with the next big hit product. And that's something BlackBerry is still waiting to produce. (See also: Apple's New Business: Bonds.)
    The Bottom Line

    To be sure, it is not suggesting a downfall for Apple is imminent. His firm has a buy rating on the stock with a 12-month price target of $115. This assumes a 16% climb from current levels. Rather Milunovich is pointing out that, given Apple's dependence on slowing iPhone sales, the stock will struggle to deliver any meaningful premium."

    http://www.investopedia.com/articles/markets/060816/apple-can-become-next-blackberry-analyst-says-aapl-bbry.asp?partner=YahooSA

     

    Wait and see.

    Bien à vous.

    PGR

     



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  • Hi,

     

    Watch the video...

     

    So what ?

     

    See you.

    PGR partners.

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  • Bonjour à tous,

    Nous sommes entrés dans une bulle spéculative.

    A vous d'apprécier.

    Depuis quelques jours, le titre AAPL frôle et dépasse les 128 à 129$ et ce n'est pas fini.

    Les résultats financiers exceptionnels et l'ouverture du marché chinois donnent des perspectives que certainement Steve Jobs avait du entrevoir.

    Cette société californienne n'est pas la meilleure, elle répond parfaitement aux conditions des consommateurs actuelles.

     

    "Le groupe informatique Apple était évalué à plus de 700 milliards de dollars pour la première fois cette nuit à la clôture de Wall Street, ce qui fait de lui la première entreprise américaine à dépasser ce seuil symbolique.

    L'action Apple a gagné 1,92% sur la journée et terminé la séance à un nouveau record historique de 122,02 dollars. Cela valorise l'ensemble du groupe à 710,7 milliards de dollars. D'après des données de l'agence Bloomberg News, c'est la première fois qu'une entreprise américaine atteint ce niveau. Apple, qui était déjà la première capitalisation boursière mondiale devant le groupe pétrolier ExxonMobil (évalué à 382,3 milliards mardi en clôture), a vu son cours de Bourse fortement grimper ces derniers mois, dopé par des nouveaux produits.

    Les dernières versions de son iPhone (6 et 6 Plus) ont suscité un véritable engouement auprès des consommateurs au quatrième trimestre, où la marque à la pomme a dégagé un bénéfice net historique de 18 milliard de dollars, du jamais vu pour une entreprise dans le monde quel que soit son secteur d'activité.

    Les investisseurs placent également beaucoup d'espoirs dans le service de paiement Apple Pay, lancé en fin d'année dernière aux Etats-Unis, ainsi que dans l'Apple Watch, une montre connectée qui sera commercialisée en avril et constituera le premier nouvel appareil depuis l'iPad en 2010, une montre connectée baptisée Apple Watch.

    Choix de l'énergie solaire 

    Apple s'est parallèlement engagé hier à investir 848 millions de dollars dans un projet de centrale solaire en Californie, a annoncé son partenaire First Solar.

    Cette centrale construite par First Solar, d'une capacité de 150 megawatts suffisante pour approvisionner 60.000 logements, fournira l'électricité au futur siège d'Apple dans la Silicon Valley ainsi qu'aux autres bureaux et aux 52 boutiques de la firme à la pomme en Californie, a précisé le directeur général du fabricant de l'iPhone, Tim Cook, lors d'une conférence sur le technologie organisée par Goldman Sachs à San Francisco.

    Apple sera approvisionné à hauteur de 130 megawatts dans le cadre de cet accord d'une durée de 25 ans, le plus important en matière de fourniture d'énergie propre à des fins commerciales, souligne First Solar. Le reste de la production de la centrale ira au fournisseur Pacific Gas and Electric."

    http://www.lefigaro.fr/flash-eco/2015/02/11/97002-20150211FILWWW00026-apple-valorise-a-plus-de-700-milliards.php

    Le titre AAPL dépasse les 750 Mds $ de capitalisation boursière

     DIRE QUE L'ON EST A 749$ ...

    Bien à vous.

    PGR

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  • Bonjour,

     

    Lorsque l'on pense que tout a commencé dans un garage ... à 5 jeunes un peu fou ... et maintenant, cette idée est devenu une multinationale employant peu ou prou un million de personnes dans le monde...

     

    Lisez plutôt.

    "États-Unis : Apple emploie directement ou indirectement un million de personnes


    Le 9 Janvier 2015, par

    La boutique d'applications mobiles d'Apple est en pleine forme. Malgré la rude concurrence d'Android, l'App Store d'iOS est un véritable succès qui rapporte aux développeurs.

    Et la première semaine du mois de janvier a signé un record : c'est près d'un demi-milliard de dollars qui ont été dépensés en ligne, en achat d'applications et en micro-paiements, ces contenus à acheter au sein des logiciels. Le 1er janvier a marqué également un record, d'après le communiqué d'Apple.

    Sur l'année, l'App Store (qui compte 1,4 million d'applications accessibles dans 155 pays) a reversé 10 milliards de dollars aux développeurs, dont 8 milliards à des développeurs américains. Les dépenses des utilisateurs de produits mobiles d'Apple ont dépensé 50% de plus en 2014. Depuis 2008 et le lancement de la boutique, les éditeurs ont généré 25 milliards de dollars de revenus.

    Toute cette activité permet évidemment de créer des emplois. Le constructeur américain s'enorgueillit de compter 627 000 emplois liés de près ou de loin à l'écosystème iOS (iPhone et iPad). L'entreprise ajoute que 334 000 emplois ont été créés grâce à la croissance des activités d'Apple. En y ajoutant les 66 000 emplois direct, le créateur du Mac a généré plus d'un million d'emplois aux États-Unis.

    Parmi les emplois créés directement par Apple, on compte par exemple les 41 100 ouvriers qui seront attachés pendant trois ans à la construction des nouveaux bâtiments de l'entreprise, ou encore les 19 000 employés des centres d'appels."

    http://www.journaldeleconomie.fr/Etats-Unis-Apple-emploie-directement-ou-indirectement-un-million-de-personnes_a1863.html

     

    Comme quoi ... une idée peut devenir très lucrative  si elle est bien posée...

    Bien à vous.

    PGR

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  • Hello,

     

    This is a big news  !

     

    "Apple Inc. (AAPL), surpassed a new milestone. The company recently hit $700 billion market cap. This happened at the time when the company's stock traded a notch above $119.65. The last time the tech giant touched such heights was in late 2012 when the company's market cap topped the mid-$650s.

    This resulted in an increased share price for the company. The company's share prices increased by 50% since January this year. A year back, in 2013, the shares saw a drastic fall in prices. This company's frequent buyback programs, during the aforementioned period, is what the analysts think might have affected the company's share prices. At an intraday peak share price of $119.75 in morning trading on Tuesday, the world's most valuable public company's market capitalization exceeded its nearest rival ExxonMobil (XOM) by almost $300bn. Apple's stock market worth also stands far ahead of Microsoft (MSFT) and Google (GOOG), both of which are currently valued below $400bn. Its shares closed at $117.61, down 0.86 per cent. The momentum behind Apple's phenomenal growth has been accredited to hugely successful iPhone 6 and the company's growth prospects in China.

    In nominal terms, this mark has been the highest ever reached by any U.S. company. However, the company is lagging behind Microsoft's inflation-adjusted 1999 peak of $874 billion. After swinging from September 2012's high above $100 to a low close to $55 in April last year, the magnitude of Apple's rally can be seen from both near- and long-term perspectives. Its stock price has increased tenfold since the iPhone was first announced in January 2007, while it has risen almost 50 per cent so far this year.

    The analysts further predict that the coming holiday season will see a further surge in the craze over iPhone 6. This process will further drive the AAPL stock higher. This crazy achievement has even sparked speculation regarding the stock among the investors with many even vouching for the fact that the company might go on to become the first trillion-dollar enterprise. While the iPhone 6 is driving much of Apple's momentum, Cook has overhauled its entire product range this year. Early response to Apple Pay, the iPhone's mobile wallet service, has been promising and analysts are starting to factor in the impact from next year's Apple Watch.

    A recent survey by the analyst found out something interesting. The report revealed that people said they planned to buy the Watch more than the iPhone or iPad ahead of their launch. Analysts also predict that Apple will ship 30m Watches in the device's first year on the market, with around 10 percent of existing Apple customers buying the device, above the iPhone's penetration but below the iPad at the time those devices went on sale.

    Apple is also rumored to be preparing to use music streaming technology that it acquired with Beats Electronics to launch a new portal for subscription music services early next year. This means that the company will be discarding iTunes as its download sales have been declining quarter over quarter. "There are products we're working on that no one knows about?.?.?.?that haven't been rumored about yet," Cook, the company's CEO, said in an interview in September this year.

    To conclude

    The company's record high has made one thing clear; it just might be the first trillion-dollar enterprise in the world. The rumors about Apple revolutionizing the television market or coming out with futuristic video goggles might soon be turned into reality as there ain't nothing under the sun that seems impossible for this company."

     

    Amazing, no ?

    Bien à vous.

    PGR

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  • Bonsoir,

     

    La valeur de l'action d'Apple, (première entreprise mondiale en valeur capitalistique) dépasse l'entendement en terme de valorisation boursière.

    Pour les non initiés, cela revient à considérer que la valeur actuelle de la capitalisation boursière de la compagnie informatique APPLE est 6 fois supérieure à celle de SAMSUNG, le double de GOOGLE, et presque autant pour Microsoft et EXXON MOBIL.

    Elle est 6 fois supérieure à celle de la société VOLKSWAGEN (1er société automobile européenne et 3° mondiale).

    Bref, depuis la disparition du co-fondateur (Steve Jobs), la société APPLE a gagné presque 50 à 60 % de capitalisation boursière.

    Les inquiétudes des traders, stratégistes et autres prédicateurs financiers n'assurent plus leurs bloc-note pour signifier la mort prochaine de la société APPLE.

    Certes, on peut déplorer certaines prises de position d'APPLE en matière de condition de travail et le récent et regrettable "coming out" du CEO. La vie privé est de la sphère privée et dire qu'il remercie Dieu d'être homosexuel n'appartient qu'à lui.

    Laissons à Dieu d'autres affaires plus pressantes comme la paix ou la réconciliation des peuples et non les émois d'un senior en mal de reconnaissance personnel.

    Bref, vous avez compris, la société APPLE est une société mystérieuse.

    Lorsque l'ensemble des valeurs dégringoles, elle monte, et lorsque l'ensemble des valeurs montent, elle dégringole.

    Cette société s'organise selon ses propres règles et définit ses propres trajectoires.

    Comment ne pas fêter les trente ans aussi dignement et valoir le double de Microsoft.

    Sacré revanche posthume pour le défunt et regretté S. Jobs.

    Bien à vous.

    PGR

     

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  • Bonjour à tous,

     

    La société informatique américaine de software et hardware (autrement de logiciel et de matériel informatique) APPLE continue de nous surprendre et ce malgré le départ de son emblématique co-fondateur Steve Jobs le 5 octobre 2011.

    Les doutes ont pu survenir après ce séisme de gouvernance.

    La valorisation boursière de l'entreprise chuta brutalement après un record (le premier) historique à 100$ l'action le 18 septembre 2012, c'est-à-dire un peu plus d'un an après la disparition brutale de Steve Jobs.

    Cette chute ramena APPLE vers un horizon raisonnable - notamment en avril 2013 où l'action chuta de - 50% !

    Des commentateurs américains et européens très avisés et très à propos de cette société hors norme considèrent que APPLE est une société en danger.

    Une sorte de descente aux enfers pour une pomme, c'est un comble !

    La magie APPLE n'agit plus.

    C'est la fin d'une belle histoire.

    Mais voilà...

    APPLE est une marque et APPLE est un mystère.

    Non pas en matière technologique au sens strict du terme car d'autres ont inventé ceux qu'ils utilisent si bien.

    Ils reprennent à leur compte ceux que d'autres ne voient pas exactement comment utiliser.

    Finalement, il voit demain autrement et plus vite.

    Logiquement, la valeur boursière s'est redressé jusqu'à dépassé la cotation de 2012 puisque le 2 septembre 2014, la valeur de la cote atteignait 103$ !

    La valorisation boursière dépasse alors les 600 milliards de $ !

    Nous sommes entrés dans une autre dimension.

    D'ailleurs, la hausse et la baisse de la valeur d'APPLE ne dépend plus du marché mais de ses capacités à générer du cash.

    Finalement, quoi de neuf sous le soleil ?

    APPLE est toujours là et représente avec GOOGLE (autre mastodonte du High Tech) presque 1 000 000 000 000 de $ de valorisation boursière.

    Ramené à un pays, je rappelle que le PIB de la France est de 2 000 milliards d'€ (certes plus valorisé en terme de monnaie d'échange) mais en terme d'échange monétaire cela revient à 800 milliards d'€ (juste deux sociétés) !!!

    Oui, nous sommes entrés dans une nouvelle ère, celle du gigantisme et du rabaissement du rôle de l'Etat.

    L'entreprise est source de richesse et génère de la richesse.

    Apple continue à faire rêver la planète "Geek" et les financiers

    Valeur de l'action depuis 2012

     

    A vos tablettes.

    Bien à vous.

    PGR

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  • Bonjour à tous,

     

    Voici un article intéressant qui dérangerait le co-fondateur d'Apple, Steve Jobs lui même, quoique...

    Apple et IBM s'allient pour conquérir le marché des professionnels

    Tim Cook (CEO d'Apple et la CEO d'IBM...(Incredible...)

     

    "Trente ans après les attaques d'Apple envers IBM, les deux géants ont bel et bien enterré la hache de guerre et s'associent pour concevoir des applications dédiées aux entreprises.

    Apple s'associe à IBM pour conquérir le marché des entreprises. Les deux groupes vont concevoir ensemble une centaine d'applications mobiles pour l'iPhone et l'iPad à destination des professionnels. IBM vendra également les appareils d'Apple avec des services additionnels à ses clients business. Le motif de cette alliance, qui devrait occuper pas moins de 100.000 employés chez IBM: «Mettre les capacités reconnues d'analyse de big data (analyse de grandes quantités de données, ndlr) d'IBM à portée de doigt des utilisateurs d'iOS (le système d'exploitation Apple)», selon Tim Cook, le directeur général de la firme à la pomme. En clair, utiliser ce que chacun sait faire de mieux: les services aux entreprises d'IBM et la simplicité d'utilisation des outils grand public d'Apple.

    Dans le détail, les applications du programme «IBM MobileFirst for iOS Solutions» seront dédiées à l'analyse de données, la gestion de systèmes informatiques, ou encore la sécurité - l'une des plus grandes craintes des entreprises selon IBM -, et seront disponibles à l'automne 2014, quand Apple lancera son nouvel iOS 8. Les clients visés? La distribution, les acteurs de la santé, les banques, télécommunications et transports, notamment.

    «Poignarder Blackberry en plein cœur»

    Dans une interview commune sur CNBC, Tim Cook et la patronne d'IBM, Virginia Rometty, illustrent leur démonstration avec l'exemple d'un pilote de ligne qui serait en mesure d'économiser du carburant grâce à son application IBM pour Apple. Les deux groupes présentent leurs futurs services comme l'opportunité de transformer les iPhone et iPad en outils pour économiser l'argent d'une société, selon Virginia Rometty qui, pour rebondir sur l'exemple du pilote, explique que leurs solutions pourraient faire économiser entre 10 et 15% des coûts supportés par une compagnie aérienne.

    L'alliance avec IBM est «une grande opportunité sur le marché pour Apple», selon Tim Cook. Un marché des professionnels sur lequel la championne des produits grand public est moins présente que les marques utilisant le système d'exploitation Android. Pour Apple, il s'agit donc de rattraper son retard, et de «poignarder Blackberry en plein cœur» selon l'analyste américain Ross Gerber, cité par CNBC. Pour IBM, l'enjeu est de mettre fin à une série de huit trimestres consécutifs de baisse du chiffre d'affaires. Pour les deux groupes associés, l'analyste Trip Chowdhry explique que le pari est de répondre aux développements récents d'Amazon, Google et Microsoft dans les services de cloud (services de stockage de données dématérialisée). Pour cela, il faudra réussir une alliance entre deux entreprises autrefois ennemies."

    http://www.lefigaro.fr/secteur/high-tech/2014/07/16/01007-20140716ARTFIG00127-apple-et-ibm-s-allient-pour-conquerir-le-marche-des-professionnels.php

     

    Comme quoi...

    Bien à vous.

    PGR

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  • Hi,

     

    "

    "Please take my money before Wall Street does. Let me show you how.
    Tim Cook, Apple CEO

    didn’t say this out loud. He didn’t need to...

      -- The usual suspects are yapping that Apple is finished. Just like they did before the iPod was released in 2001. Before the iPhone came out in 2007. And before the iPad debuted in 2010. But they're wrong again.

    Because Apple has another ace up their sleeve. And a credible source at The Wall Street Journal says it makes their current technology "seem as cutting edge as the horse and buggy." I'm holding a prototype right now... 

    It's the same one that Tim Cook just accidentally revealed at Apple's fall press conference. Read on and I'll show you the photos that prove it. And the 1 under-the-radar investing play that maximizes your opportunity today!

    Dear Investor,

    Apple CEO Tim Cook tipped his hand at this recent press conference. Turns out he's sitting on another game-changer to trump the iPod, the iPhone, and the iPad. But there's just one tiny little detail left to work out first before it's ready for market... and that's where you come in...

    Read between the lines carefully enough...

    ... and you'll realize there are actually two ways to grab the mountain of cash that Apple CEO Tim Cook is waving in front of your face.

    The first way is by investing in Apple directly. And claiming your share of its dividends and capital gains in the years to come.

    But I bet a lot of you are doing that already.

    So I want to tell you the second way.

    According to America's top-rated growth stock expert, it's a much better (and much faster) strategy for adding to your wealth today than a direct investment in Apple would be.

    And the history of the computing industry suggests that he's correct.

    Just think back to the spring of 1977...

    Computers were rapidly becoming smaller; a machine that once barely squeezed into a warehouse could now fit onto a desk! And the undisputed king of the mountain was IBM.

    But your best investment at the time was a company that didn't even sell computers.

    You know this company as Intel.

    And of course you also know that Intel supplied one tiny little component for computers...

    ... a component so sophisticated and so essential to manufacturers like IBM (along with Compaq, Hewlett-Packard, Dell, etc.) that every $5,000 invested in Intel stock back then has grown into more than $932,557 today.

    What they said before the iPod (2001)
    “Apple R.I.P.”
    Michael Malone, Forbes
    “Apple is losing its appeal.”
    Sam Jaffe, Businessweek
    “Apple’s scraping the bottom of the barrel.”
    Arne Alsin, The Street

    What they said before the iPhone (2007)
    “Apple’s corporate slogan is Think Different. The problem is Apple always thinks the same.”
    Graeme Philipson, The Age
    “It's unclear what Jobs can do... to turn around Apple's fortunes.”
    Stephen Gandel, Money
    “The iPhone is nothing more than a luxury bauble that will appeal to a few gadget freaks.”
    Matthew Lynn, Bloomberg

    What they said before the iPad (2010)
    “Apple: Short Term Winner, Long Term Loser”
    Fabrice Grinda, Business Insider
    “Apple’s latest creation seems destined to flop.”
    John Dvorak, PC Magazine
    “1.2 million first-year sales.”
    Scott Craig, Merrill Lynch [only 14.6 million short!]

    What they’re saying now
    “Apple will lose its cool factor.”
    Brian Deagon, Investor’s Business Daily
    “It’s all downhill from here.”
    Dan Crow, The Guardian
    “Apple is a dead company walking.”
    Dave Logan, CBS News

    Well, regardless of what all the soundbite jockeys are spouting off lately, there's no doubt who today's computer king is.

    With the iPod, the iPhone, and the iPad, Apple has taken computers off our desks and put them in the palm of our hand.

    And just like IBM, they've put themselves in position to dominate this industry for decades.

    So here's the $932,557 question for investors like us today... who's Apple's inside supplier?

    It's actually the same question Apple CEO Tim Cook is asking himself right now, too.

    Because when it comes to obtaining the crucial component his company needs to turn that little prototype I mentioned into its next big game-changer, he's in quite a pickle.

    I'll explain why in just a minute.

    But first, let's get something straight right away.

    No matter what you hear on TV, you don't need perfect timing to be a successful growth investor. All you need is a good strategy.

    Take those crazy cartoon numbers we saw for Intel's growth.

    Let's say your timing was extremely "late"... and you made your move two years after that perfect moment to invest in Intel.

    2 years!

    Well you wouldn't exactly be kicking yourself. And you'd still have that BMW.

    Because even if you did wait every minute of those two years, your $5,000 would have still grown into a cool $843,995.

    So when it comes to running circles around all those frightened little boys in the financial media who are always "crying wolf"... and giving yourself the financial breathing room you need to live life on your own terms...

    You don't need to predict history.

    You just need to learn from it.

    Unfortunately, too many investors don't learn a thing.

    They stay on the Wall Street hamster wheel, chasing big returns that always stay just out of reach. Telling themselves that this is the year they'll finally "catch up."

    We're smack in the middle of one of the greatest bull markets in American history. It shouldn't be so hard to grab your share & make some good money!

    That's why one small growth investing club started pursuing a very different (and much less stressful) strategy.

    Banking winners that have gone up 637%, 739%, 813%, 879%, 1,313%... even 2,038%.

    Month after month.

    And even though their stocks don't always win, they're quite satisfied with an average return that's nearly doubled the S&P 500.

    For more than nine years!

    So if you want to know how they're doing it...

    If you want to find out why that growth investing expert I told you about is celebrating not only a 100 times return on one of his more famous investments... but also a #1 track-record ranking in The Wall Street Journal...

    And if you want to understand why he's now convinced that investing club that the red line and the green line below can BOTH get a lot steeper once we add them TOGETHER...

     

    ... Then you need to take a quick trip with me across the street.

    "Excuse me, ma'am. Can you please show me to that mountain of cash?"

    Most people don't know this, but The Motley Fool's headquarters is located directly across the street from the U.S. Patent Office.

    Where every technology company that wants to obtain "intellectual property" protection for its newest inventions is required to file stacks and stacks of specialized paperwork.

    And believe it or not, any American citizen can actually walk right into the patent office and demand to see that paperwork.

    You just write your request on an index card, and (as long as there's no "government shutdown" in effect) a friendly federal worker will pull the file.

    Of course, hardly anyone actually does this... but you'd be pretty amazed what you can see if you do.

    I know I was... for a growth-minded investor, an afternoon at the patent office is the next best thing to an afternoon at Fort Knox.

    Then again, maybe it's better — if you bring a few quarters for the photocopier, you get to take home all the gold!

    You see, I got a little curious. And, yes, a little greedy.

    Because I've been hearing some really wild rumors from my contacts in the technology world over the past few weeks.

    Here's what they all boil down to...

    Apple has pulled together a team of more than 100 of its best engineers and product designers, to work on a new device that will "make the iPhone seem as cutting edge as a horse and buggy." (To quote Wall Street Journal reporter Ralph Gardner, Jr. once again.)

    I even checked the classified ads on Apple's company website! And it turns out these rumors are 100% legit.

    Apple is even hiding away this project team in a top-secret facility offsite from its headquarters in Cupertino, CA. Which means that even Apple's 80,200 other employees are hearing this story in whispers, too.

    But there's more.

    You see, Apple has also supplemented this development Dream Team with a few high-priced free agents.

      • • Luring away Paul Deneve... the CEO of runway-fashion powerhouse Yves St. Laurent

      • • Then doing the same with Burberry CEO Angela Ahrendts

      • • Tempting Bob Mansfield – the Senior VP of Technology who oversaw the development of the iPad – out of his well-deserved early retirement

      • • And even poaching two of Nike's top fitness design experts (Jay Blahnik and Ben Shaffer)

    And Apple isn't the only "horse and buggy" in this high-stakes race, either.

    Google, Samsung, Sony, Microsoft, and our old friends at Intel are also slamming on the accelerator pedal... and shoveling billions of dollars into research & development.

    Why all this fuss?

    Well, a leading market intelligence firm called ABI Research recently forecast that by 2018, major technology companies like the ones I listed above will be selling 485 million of these new devices per year.

    That's substantially BIGGER than today's market for smartphones!

    It all started with this...

    And Avi Greengart, a technology product expert for another top research firm — Current Analysis, Inc. — says we're now standing at the "tipping point" of this historic market shift.

    Then came this.

    Because make no mistake, this isn't just some Silicon Valley pipe dream.

    And this.

    Just ask the MGM Casino in Las Vegas... they've already created a policy to ban the use of these gadgets on their gaming floor.

    Then, just when we thought we'd seen everything, along came this.

    Now it’s happening again. Faster than we expected. And wilder than we ever imagined...

    Or ask the West Virginia state legislature... they consider their widespread adoption so much of a dead certainty that they're already debating a law to regulate it.

    (That law is called H.B. 3057. And even the congressman who wrote it has admitted on-record that he "can't wait to get his hands on" one of them.)

    So the smart money says that Apple will sell the lion's share of these 485 million devices.

    Just multiply that number by $299, $349, $499 or any price that sounds reasonable, and you'll see why Tim Cook has called this market "incredibly interesting" and "ripe for exploration." And why that feels like the world's biggest understatement.

    But meanwhile, the even smarter money says that there's a way for us to win here regardless of whether Tim Cook is truly ready to fill the shoes of his mentor Steve Jobs.

    How?

    By investing in the supplier that Apple and ALL of its competitors might eventually have to do business with, if they want to fully capitalize on this "post-smartphone" market opportunity.

    Remember, there's no need for you to predict the future here.

    You just need to remember the past.

    Because there's a feeling in the air these days that takes me right back to the introduction of the first PC in the 1970s.

    Depending on how old you are, it might remind you more of the 1950s. Or the 2000s.

    As Mark Twain once said, "history doesn't repeat... but it does rhyme."

    So when I made that trip across the street to the patent office, I realized right away that I was onto something big.

    But I also realized that if I wanted to cash in on this coming mega-trend in the technology industry, I needed a plan... and I needed it fast.

    Why?

    Well, just take a look at that last illustration (to the right).

    But try to resist the urge to go straight to your brokerage website...

    Because if you give me another minute to explain what this patent document really means for your investment portfolio, I believe it will be worth the wait.

    (After all, nobody turns $5,000 into $843,995 overnight... and even though the stock I'm about to show you has already doubled since its IPO, we've still got some time left before we can toast to being "two years too late.")

    Now, you've probably connected the dots at this point already.

    But it might help if I shared another little piece of documentary research.

    Just over a year ago, on December 3rd of 2012, Apple quietly filed a trademark application for the name "iWatch."

    In Jamaica!

    As you can imagine, that didn't make too much of a splash back in Silicon Valley. Or on Wall Street. Then Apple went ahead and filed for the same trademark in Russia. Japan. Taiwan. Mexico. Colombia. And Turkey.

    And you can bet where they're headed next...

    So what does an iWatch look like? We can't know for certain, but that patent diagram I showed you is a pretty good guess.

    Unlike any watch we've ever seen, it doesn't have a face.

    Instead, the band wraps all the way around. It's hard to make out the word written on the band in the diagram, but what it says is:

    "CONTINUOUS."

    In other words, the entire band of the watch is a single flexible glass display screen. So it could tell you much more than just the time.

    It could show you a text message from your golf buddy. Or the weather at the course . Or a map to direct you there. Or pretty much anything else a smartphone does.

    But here's what's really exciting to me — as an Apple "fan," but more importantly, as an investor looking to find the most profitable angle on the iWatch – what if it's much more than the world's smallest smartphone?

    What if it's something even better?

    485,000,000 reasons to put down the iPhone for a minute and invest in something new

    That's what I want to show you today, if you're game for it. But first, allow me a proper introduction...

    My name is Mark Brooks, and I'm proud to admit that I'm a Fool.

    You see, when I got back from the patent office that day I was excited.

    But I was also confused!

    On the one hand, I was 100% certain that the picture I'd just seen represented the next stage of the computer revolution. In fact, I'd never been so certain of anything in my life.

    On the other hand, there were a few little details that started nagging at me...

    For instance, what if 485 million people don't think like I do? What if they think (at least at first) that a "smart watch" is a dumb idea?

    Plus, what can an iWatch do that an iPhone can't already do?

    Or — for those of us on the wrong side of 25 — how are we supposed to control the computer if the $#*($^(% screen is so tiny?

    Or how about this question...

    If we can make a computer small enough to fit onto somebody's wrist, where else could it go instead? You may have heard about the oddball experiment that Google is trying out called "Google Glass"... it's a computer in the shape of a pair of eyeglasses, that beams its display 6 inches in front of your face! Maybe that's the future?

    And here was my biggest concern of all... if Apple had already ponied up to file all this expensive legal paperwork, in so many different countries all over the world...

    Then where's this iWatch? (And why isn't my daughter already begging me to buy one for her birthday?)

    I needed answers. And fortunately, I knew just where to get them.

    Because for the last 9 years, I've been lucky to work alongside the top-rated growth investment team in the world... at The Motley Fool.

    And once I started chewing the fat with those guys, I quickly discovered that I could've saved myself that trip across the street.

    In fact — this makes me feel less like a Fool, and more like a plain old dummy — the answer was right there staring me in the face all along.

    It was on my wrist.

    Because I'm already wearing a prototype for the iWatch. And as I'll show you in just a minute, it's the same one Tim Cook is wearing in that mysterious press conference photo!

    But believe me, I was happy to learn where I'd gone wrong... just like I've been happy to learn so many other lessons about investing from David Gardner and his team over the past decade.

    And what a decade it's been...

    I've seen The Motley Fool grow from the little investing website that could, into a financial powerhouse that includes a widely syndicated newspaper column, a popular radio show, and a series of best-selling books.

    David Gardner’s early bird investment in Amazon.com is now up more than 100 TIMES. But he’s no one-hit wonder. That’s why the watchdog editor of Hulbert Financial Digest ranked his exclusive growth investing service #1 in America from 2008-2013... and then told the whole world about it in The Wall Street Journal.

    I've also seen David Gardner and his band of investing Fools pop up everywhere from CNBC, to Larry King Live, to Dr. Phil.

    And I've seen them praised by financial industry watchdog Mark Hulbert in The Wall Street Journal... sitting #1 in his ranking of EVERY investing service out there.

    Heck, I've even seen them toss on their jester caps... and then ring the opening bell at the New York Stock Exchange!

    But most important of all, I've seen The Motley Fool become the greatest investing community on earth.

    A place where folks with any amount of money in the market, and any level of experience, can meet to talk about stocks. A place where they can learn from professional investors who never talk down to them, and never treat them like their questions aren't important.

    And a place that shows us how to make money "the right way." By keeping things simple and investing in quality businesses for the long-term, rather than nervously flipping trades to a new ticker symbol 24/7.

    Because the way I look at it, time is even more precious than money.

    And if you invest in a stock like the one David's recommending to us today, in the kind of favorable market environment we're experiencing right now...

    Well, you could soon have a lot more of both.

    How wearable computing is turning patents into profits

    I shouldn't have been surprised that David Gardner already knew all about the next generation of computers.

    (He calls them "wearables.")

    After all, he's the rule-breaking technology investor who first became famous for revealing – in public, right on our little Motley Fool website on Aug. 5, 1994 – that he was putting his money into an innovative new company called AOL.

    For just 44 cents a share.

    In the years that followed, that split-adjusted position climbed all the way up to $89.18 per share. That's a staggering increase of more than 20,000%. I actually had to count the zeroes on my screen just now to make sure I hadn't typed that wrong!

    But David doesn't like to rest on his laurels. Which is why he actually sold a portion of that skyrocketing AOL position to fund his stake in another upstart called Amazon.com, back in 1997.

    (We just had a little party at the office to celebrate that investment going up more than 100X, from a split-corrected $3.24 all the way to over $300 today.)

    And then, even as the "Dot Com recession" was in full swing, David sold a portion of his Amazon.com position to fund his investment in eBay in 2001.

    Hiding the prototype for the iWatch in plain sight for 2 years? Even Steve Jobs never tried anything THAT daring. But now Tim Cook has a problem… and it’s the same problem that led IBM to come knocking on Intel’s door during the early days of the PC revolution. He needs a better microchip. And all evidence suggests that he’s already bought one from this Silicon Valley rule-breaker.

    I doubt I need to tell you that stock also quadrupled within 4 years. Or that he didn't stop with eBay.

    That's why I say... show me another investor, anywhere, whose personal track record demonstrates Mark Twain's theory about history "rhyming" better than David's does.

    Or one who has more experience in leading little guys like you and me to HUGE gains. On technology stocks that a lot of Wall Street know-it-alls discovered a lot more than 2 years too late.

    To have that kind of success over such a sustained period, you need to see the world a little differently.

    David Gardner does.

    And here's what he sees now...

    Millions of people (all around us) are already wearing the prototype for the iWatch... they just don't realize it yet

    It might sound silly, but I just never thought about it that way. Even though I've been seeing them all around me for two years.

    But when I saw this photo of Tim Cook the other day, I finally understood that David was right.

    The prototype is called the Nike Fuelband. And, yes, it's no coincidence that Apple CEO Tim Cook happens to sit on Nike's board of directors. That Apple sells this gadget at its own retail stores. Or that it only links up to Apple computers.

    The Fuelband is a fitness device... something like a souped-up pedometer.

    If you're a celebrity watcher, you might have noticed that Late Night host Jimmy Fallon, Wimbledon champion Serena Williams, and actresses like Naomi Watts (King Kong) and Meta Golding (CSI) are wearing the Fuelband too.

    Take a look around your office or your gym and I bet you'll see how trendy they've become.

    And that's important.

    Remember, it wasn't enough for Tim Cook to build a secret laboratory brimming with nerdy Ph.D.'s at his beck and call. Or to load up a truck-full of pending patents and trademarks.

    Think about why he hired all those top fashion designers. It's the same reason why his little Fuelband experiment has been a wild success.

    Why is Apple a $565 billion company? Because Apple is COOL.

    They've been waiting to jump into the wearable computer market until the time is "just right." They want to be the Wright Brothers, not all the hilarious flops that came before them... and never got off the runway.

    So let's take another lesson from history here.

    Do you remember how lousy digital music players were before the iPod came out? How clumsy smartphones were before the iPhone came out? And how useless tablet computers were before the iPad came out?

    Apple doesn't always win. They just show us what winning LOOKS LIKE... and that's why a new Apple product launch is a SHOPPING LIST for savvy tech investors.

    You can look at the huge bite that Samsung is taking out of Apple's market share right now and see that plain as day.

    But that's the problem with being cool... copycats!

    Which is why cool kids always move onto something new, in the long run.

    And why the safer bet as an investor – even as an investor in an explosive new technology growth sector like wearable computing – is to figure out what the cool kids and the copycats will all need.

    That's exactly what Intel did in the 1970s. So when all those copycats caught up to IBM, they kept making money hand over fist. (And so did their shareholders.)

    Your grandchildren will not know what a key is.

    Look, I'm fully convinced by ABI's estimate of 485 million wearable computer sales per year. Even though that means one for every person in the world before my nephew graduates high school.

    I've heard history rhyme in the computer industry too many times before to think otherwise. (And don't you feel like it's starting to rhyme faster and faster?)

    But I can't say for certain how long Apple will be the king of computing.

    Or a remote control.

    And I can't say for certain all the things that the iWatch and its copycats will be able to do.

    But fortunately, I don't have to.

    Because there's three things I can say for certain.

    Not because that's what my growth investing hero David Gardner (and his full research team) have concluded. Not because my title here at The Motley Fool is Chief Technology Officer and I keep my ear to the ground. And not because I have a personal friend who works as a researcher at Nike.

    But because I've been wearing this gadget on my wrist right now...

      • 1. All wearable computers will have motion sensing as their core feature. That's why they're a revolutionary advance on smartphones. Why we'll be able to use them without pecking into a tiny keyboard. And why they'll eventually replace our TV remote controls, hotel keys, parking meters, ID cards, passwords, tickets... you name it. Literally putting everything in the world at our fingertips faster than you can wave your hand and say "Open Sesame."

      • 2. The motion sensing microchip in the Nike Fuelband, which is the same one that Apple is currently experimenting with in the iPhone, ISN'T GOOD ENOUGH.

      • 3. There's a better one. And odds are, it's in your kid's bedroom.

    The European company that makes the microchip in the Fuelband is called STMicroelectronics.

    Half of the management is French, and half is Italian.

    They probably have some great coffee & sandwiches in their lunchroom.

    The company on the left makes the iPod, the iPhone, and the iPad. The company on the right makes the motion sensors in your kid's Nintendo Wii, and in the experimental new "Google Glass" computer. In between them is 10 miles of California highway... and quite possibly the rule-breaking investment opportunity of a lifetime.

    But I wouldn't invest in their stock.

    Meanwhile, the company that makes a better motion-sensing microchip is located 10 miles from Apple's headquarters.

    They recently doubled their office space. Doubled their production capacity. (And more than doubled their stock price, too.)

    And – even though they already do business with Google, Samsung, LG, and Nintendo — a "channel check" researcher at Piper Jaffray is now reporting that they've expanded the scale of their design work so rapidly that there's only one company in Silicon Valley large enough to account for all that activity.

    Can you guess which one it is?

    A proven formula for picking great stocks that nearly double the S&P 500

    I explained before that David Gardner was one of the first investors to catch on to companies like AOL, Amazon.com, eBay, Starbucks, and Chipotle.

    Not to mention a lot of other extremely profitable stocks I'll show you below that you haven't read about in the news (yet).

    But what I haven't explained is the six simple signs that he uses to identify these stocks, which he calls "rule breakers."

    And how you can use this formula to find the ONE company best-positioned to profit from the coming wearable computing revolution.

    So let's get started right away...

      • 1. A rule breaker is the “first mover” in an important, emerging industry. And once it claims this new territory for itself, it uses that head start to stay well ahead of the pack. So it’s also a “top dog.” Like when this company made its first big splash in the tech market by supplying the motion control sensors that power the Nintendo Wii… and then doubled down on R&D with gross margins above 50%. 

      • 2. A rule breaker holds a sustainable competitive advantage that can be exploited for years to come. This is what the great Warren Buffett calls an “economic castle protected by an unbridgeable moat.” The moat for a high-tech superstar like this one begins with its intellectual property. (The company founder alone is named on 42 different assigned patents). But the moat has grown even wider as they leverage those patents to make better microchips for a cheaper price.

      • 3. A rule breaker shows strong past price appreciation. Remember that first chart I showed you? This company is up 85% since the beginning of 2013. But remember Intel… because David thinks that 85% is just the start of this growth story.

      • 4. A rule breaker has strong consumer appeal. Nobody goes to the mall and asks for a motion-sensing microchip. But this company’s business buyers — like Google, Samsung, and LG — are among the biggest names in consumer electronics. And as we’ve discussed, the only one that’s BIGGER is a Silicon Valley neighbor that now has 485 million reasons to come knocking on their door.

      • 5. A rule breaker is guided by smart management. How’s this for smart… this company’s top brass includes 3 engineering Ph.D.’s, a top Silicon Valley venture capitalist, a CEO who cut his teeth in consumer electronics at Qualcomm and Motorola, and a former vice president from (you guessed it) Intel. And here’s what’s smarter still… together with the founder, these top executives own more than $11 million of the company’s stock. That’s a surprisingly rare thing to see after a company makes its IPO, and it’s also a very positive buy signal. It means the insiders who know the most about this stock want to own it themselves!

    So far so good...

    But like I said, there's a sixth sign that helps us identify rule breaking ultra-growth stocks. And it's going to take you by surprise. Happens every time I tell investors about David's strategy.

    You see, sometimes a top dog company that's the first and best in its industry, and has the chops to stay that way for decades to come, can look like it's "too good to be true."

    And that makes some investors nervous. But it also makes for a great buying opportunity for those of us who follow a true visionary like David Gardner, who takes the long-term view.

    Which brings us to our sixth sign...

    In many ways, it's the most important one.

      • 6. A rule breaker will always, at some point, be so successful that the financial media believe it to be overvalued. Just listen to TV stock jock Jim Cramer. Who took to the airwaves on November 16, 2012 and told his Mad Money viewers to "stay away" from this stock.

    Since then it's nearly doubled. Which led Cramer to jump on the bandwagon on October 10 of last year and call it a "red hot" buy.

    Better late than never, I guess!

    But of course, one example doesn't prove anything. Which is why it's worth taking a closer look at the total track record David has compiled in Rule Breakers...

     

    In the 9 years since David started offering monthly growth stock recommendations to ordinary investors like you and me, he's nearly DOUBLED the return of the S&P 500.

    Leading Hulbert Financial Digest to rank Rule Breakers as the #1 growth investing newsletter in the world.

    The best way to get this stock NOW.

    Thanks for reading today. I hope the information I've provided so far has been helpful to you.

    And sorry for being so long-winded... but the truth is, the circumstances behind this history-making investment opportunity are pretty complex.

    Which works to your advantage...

    You see, this Rule Breaker isn't getting much attention on Wall Street right now. In fact, as of this morning only 1 in 200 stock analysts are even covering it. And most of those analysts are missing the real story.

    That's why I want to hurry up at this point... and show you a special opportunity that The Motley Fool has never extended to anyone before.

    Even including our current members.

    This offer allows you to request your very own copy of our new investor action guide, "Apple's New Core – Your 1 Stock Shopping List for the Wearable Computing Era."

    David Gardner and his investing team just put the finishing touches on this guide, and it has everything you need to know about the rule-breaking microchip manufacturer we've been talking about today. It even reveals why this company is so well-positioned that it doesn't even NEED Apple's business in order to be wildly successful.

    You deserve to get the full story about this company... so you can decide for yourself whether it's the right time to take advantage of the historic investing opportunity that David has identified.

    This guide is officially valued at $29, but I want to send you a copy today — with my compliments — entirely free.

    All I ask in return is that you listen to one more offer that could prove extremely valuable to you over the coming months and years...

    It's my personal invitation to sample everything our Motley Fool Rule Breakers community has to offer with NO risk or obligation whatsoever.

    That's right: I want to give you the chance to profit not only from David's #1 "early bird" pick for the dawn of the wearable computing revolution, but also from every other recommendation that he's ever made.

    And I want you to discover for yourself everything that Rule Breakers has to offer — without having to risk even one dollar.

    This is our "Keep Everything & Risk Nothing" DOUBLE GUARANTEE

    You see, at Motley Fool Rule Breakers, we stand behind every piece of advice, insight, and recommendation we make, with 100% confidence. Your complete satisfaction is guaranteed — or your money back!

    So we want you to go ahead and take a FULL 30 DAYS to have a good look at every breakout company we've uncovered.

    And then, if for any reason you're not totally thrilled...

    ... just tell us to send your money back.

    Up to the last day of your first month, we'll promptly refund every penny, NO QUESTIONS ASKED.

    Think about it.... All the details about this "next-generation Intel." All the exclusive information on the members-only Rule Breakers website. All the recommendations. All the articles and investing tips.

    Plus a valuable fast-action bonus detailed below — THEY'RE ALL YOURS TO KEEP WITH MY COMPLIMENTS.

    And just so I'm being clear... if you decide you'd like to opt out at any point after your first month, you'll be entitled to a refund of the full dollar value remaining in your membership account.

    In other words, you're completely protected.

    But I'm pretty sure that once you get a closer look at what our #1 rated investment team is up to, you'll want to stick around and get all the upcoming Rule Breakers recommendations...

    That way you'll have the chance to discover companies like these...

    Baidu (BIDU): Up 2,038%

    Catamaran (CTRX): Up 719%

    Chipotle (CMG): Up 879%

    Intuitive Surgical (ISRG): Up 813%

    IPG Photonics (IPGP): Up 390%

    MercadoLibre (MELI): Up 518%

    NetEase.com (NTES): Up 517%

    Rackspace Hosting (RAX): Up 281%

    Salesforce.com (CRM): Up 739%

    Vertex Pharmaceuticals (VRTX): Up 529%

    Believe me, the full list of Rule Breakers winners is even longer.

    But I've already kept you long enough.

    And I know that you need time to think about this investment for yourself, instead of just basing your decision on what I've been able to tell you here...

    That's why I hope you'll take me up on my offer to get the full story on the wearable computing stock we've discussed in this report, directly from David Gardner...

    Before some curious Silicon Valley tech blogger cracks open the next iPhone or iPad and alerts the world that Apple has ALREADY made the switch to this cutting-edge motion microchip supplier. And before Apple silences its critics — which it could easily do by revealing the iWatch as its next blockbuster gadget this year.

    But why wait? After all, once everyone and their brother hears the sound of history rhyming, investors who had the insight and discipline to scoop up this stock today could become UNBELIEVABLY RICH!

    That's why David Gardner's top research expert on this company not only put $33,000 of The Motley Fool's money in this stock... he also put 40% of his personal portfolio into it. How's that for us putting our money where our mouth is?

    So remember, when you accept my personal invitation and agree to sample everything Motley Fool Rule Breakers has to offer without risk or obligation today, I'll send your exclusive copy of our "Apple's New Core" action guide – absolutely free!

    Because knowing the ticker symbol is just the beginning... what you really need is a complete plan of action.

    How much is that kind of advice worth?

    Well, there's a lot of folks who would charge you thousands of dollars for it.

    Maybe even tens of thousands.

    But nevermind them... the best way to think about its value is to consider YOUR portfolio and its future growth. What would it mean to start getting better investment ideas — and all the support you need to turn them into REAL results?

    I'm guessing quite a lot. But if you join us at Rule Breakers right now through this special invitation, you can put a team of experts to work for you for a price that's much, much less than that.

    And that's not the only good news...

    Normally, you can gain access to every top recommendation on the Motley Fool Rule Breakers scorecard, plus get all our updates and reports, plus access to the members-only website that archives everything covered by Rule Breakers, for the regular membership rate of $299 per year.

    Given the kinds of returns I've showed you today, I'm sure you'll agree that's a bargain in itself.

    But, because David wants to make absolutely sure you don't miss out on your unique chance to profit from this historical advance in computer technology (and from the awkward corner that Apple CEO Tim Cook has painted himself into)...

    He's given me the green light to offer you an even better deal.

    One that allows you to sample everything I've told you about today, risk-free, for 30 full days... and then lock in our absolute lowest price for two full years of the service.

    AT JUST $98 FOR 2 YEARS of Rule Breakers YOU'LL SAVE AN INCREDIBLE $500 off the regular membership rate.

    Of course, if you'd rather not take advantage of our absolute best offer, you're still welcome to join Rule Breakers for one year at the bargain price of just $49.

    That's still more than 80% LESS than many other investors have gladly paid.

    And joining Rule Breakers means more than getting David's "Apple's new core" pick, and two more brand-new stock picks every month. (Sent directly to your email and your postal mailbox.)

    Your membership also includes:

    The scoop on every single Rule Breakers recommendation — in real time: You can see every stock David has ever recommended in Rule Breakers the moment you join. Our scorecard shows you every current return — both winners and losers — and lets you keep track of how we're doing relative to the S&P 500. And you can click through to get much more information about each of the individual stock picks, including risk ratings and up-to-the-minute market data.

    Continuous updates on all your Rule Breakers stocks: Let's face it. These stocks are fast movers. And in today's investment climate, a lot can happen in a short amount of time. That's why you get weekly updates online and via email on important news that affects your Rule Breakers companies.

    An archive of in-depth CEO interviews available nowhere else: Over the years, David Gardner has sat down with power players like Amazon.com CEO Jeff Bezos... web entrepreneur (and maverick basketball owner) Mark Cuban... legendary Vanguard Investing Group founder John Bogle... and trailblazing Starbucks CEO Howard Schultz. As part of the Rule Breakers family, you'll have exclusive access to all the powerful moneymaking insights and timely profit opportunities these leaders revealed to David.

    But when we ask our members what their favorite part of the Rule Breakers experience is, they always point to something else...

    What our members really love, more than anything, is the Rule Breakers community. Think of it as an online water cooler where investors like us gather at an exclusive-access message board. To exchange tips, strategies, and war stories about our stocks. Then think about how helpful it would be to have David Gardner and his full investing team available to answer ALL of your questions. Like Silicon Valley veteran Tim Beyers, nanotechnology expert Karl Thiel, and former economic statistician Matthew Argersinger. And I'm sure you know Rick Munarriz, who's written more than 2,000 articles about investing for our Fool.com website.

    So join the Motley Fool Rule Breakers community today and you'll get all of the above, plus our premium action guide...

     

    Apple’s New Core — Your 1 Stock Shopping List for the Wearable Computing Era: Reveals why all roads lead to one Silicon Valley power broker that’s hiding right in the center of the next big technology revolution — and up 148% since its IPO already. Find out why Google, Samsung, LG, and Nintendo are already shoveling their cash over... and why the top-secret iWatch project means Apple is next. (A $29 value — yours free!)

    And if you join us right now, we'll also send you two of the most popular guides we've ever put together here at The Motley Fool — ABSOLUTELY FREE!

    Have a look...

     

    3 Rule Breakers in 1: How to Invest in the Company That's Winning the Global Talent War: The Chief Technology Officer of the Motley Fool is feeling confident about one cutting-edge stock. In fact, he's feeling so confident that he's putting $117,238 of his own money on the table! And he’s already up 19.1% after just 48 hours. This guide will tell you everything you need to know to invest right alongside him… and get a piece of this one little company that has three ways to win in 2014. (A $29 value — yours free!)

     

    The Death of Brick & Mortars: 1 Company to "Bank" Your Profits: This upstart is following in the footsteps of rule-breakers like Amazon.com and Netflix... and giving big brothers like Bank of America a big headache. Because once a business goes online, there’s no going back... just ask Borders Books and Blockbuster Video! No wonder this stock has already doubled in the past year alone. Our guide makes investors like you the most dangerous rule-breakers in the banking industry since Bonnie & Clyde. (A $29 value – yours free!)

    Here’s another way to look at it...

    For less than 14 cents a day, you get instant access to all of the market-crushing stock picks, premium reports, and valuable investment tools we've discussed today.

    That's the same amount it costs you to drive your car ONE MILE (we calculated it).

    Think of it as a way to "go the extra mile" every day to secure your financial future. We guarantee that it will be worth it — or your money back!

    Plus, as a thank you for reading my investing report today, I’ll even throw in one MORE free gift.

    -- Fast Action Bonus For --

     

    Set yourself up for massive profits in the coming year with

    Stocks 2014: 12 Stocks to Outsmart the Market Today

    -- a $99 value -- yours absolutely FREE

    Motley Fool co-founders David and Tom Gardner recently rounded up a team of the nation's top equity analysts to identify the stocks that stand to profit most in the coming year...

    After exhaustive research, debate, and number crunching, these top Motley Fool stock pickers have emerged with 12 companies that will position you to profit in 2014, including...

    Stocks 2013
    • An emerging company developing the technology behind the Internet of Everything (IoE). This is the massive trend The Wall Street Journal refers to as a"very, very, very Big Thing… in a world of ‘Next Big Things.'" It's poised to grow fivefold in just seven years. And this company sits right at the center...
    • A power player lined up to actually profit from Obamacare. Although the market has given it the cold shoulder,"this outlook couldn't be more short-sighted," according to one top analyst. That's because it's perfectly positioned to cash in on two massive trends that are aligning right now in America: healthcare cost inflation and an aging population…
    • An under-the-radar oil and natural gas development firm. This company provides state-of-the-art seismic data that makes complex drilling possible -- a service major companies like BP, Shell, and Statoil are ponying up big money for...

    You'll discover these three companies, plus nine more powerful investing opportunities, the instant you download your FREE copy of Stocks 2014: 12 Stocks to Outsmart the Market Today.

    This is the highly sought-after annual report that has handed investors market-beating returns year after year. In fact, our top pick from 2013 shot up 134% while the S&P 500 rose just 26%. And we're confident the companies in this year's report could do even better.

     

    Don't delay! Get your copy of Stocks 2014: 12 Stocks to Outsmart the Market Today right now — ABSOLUTELY FREE!

    But only if you act today...

    Add it up and your FREE guides and discounts are worth more than $600

    In other words, you have everything to gain — and absolutely nothing to lose.

    Of course, there is one catch...

    This offer could be pulled off the table as soon as tomorrow.

    There’s really no way to be sure, because it all depends on how many investors respond today... and join the paying members who are adding to their holdings in this perfectly positioned company as we speak.

    So I can only guarantee everything I've offered you today if you join us RIGHT NOW THROUGH THIS OFFER. Please don't risk missing out.

    Just click the “Start Now” button below to join us, and begin securing a lifetime of wealth for yourself and your family today!

     

    I look forward to hearing from you soon.

    Here's to breaking the rules of Wall Street... and growing wealthy together!

    Mark Brooks Signature

    Mark Brooks
    Chief Technology Officer
    The Motley Fool

    P.S. It’s never a good idea to bet against Apple... which is why we’re betting that the iWatch follows in the blockbuster tradition of the iPod, the iPhone, and the iPad... and scoops up most of those 485 million wearable computing sales. But we believe your BEST move to create Intel-like returns (and join our boss David Gardner in the “10,000% profit club”) is buying stock in this highly secretive Silicon Valley supply lab. That’s why our top research expert not only put $36,000 of The Motley Fool’s money in this stock... he also put 40% of his personal portfolio into it. Think carefully about how much you want to put in. But think fast. Because the rare investment opportunity you have RIGHT NOW won’t last much longer. Please click the “Start Now” button above — don't risk missing out!

    P.P.S. This company issued its most recent annual report on May 1. And yes, they boosted revenue by 21% and revealed that they made a "strategic decision... to build inventory in our core products" at the end of the fiscal year. But here’s what’s really exciting. For the first time, the CEO spoke directly to a deal they have with a big new customer, saying: “We have manufacturing all lined up, and we have ample product ready to go.” I'm pretty sure I know who that customer will be. I'll bet you have a pretty good idea too now... and I don’t have to explain to you that this CEO is likely to see his $20 stock double or triple a lot faster than Apple stock -- it's hard to grow fast when you're one of the biggest companies in the world. That’s why I urge you to get our brand-new report today.

    P.P.S. Remember, this is a unique win-win proposition because you’re covered by The Motley Fool’s "keep everything & risk nothing" DOUBLE GUARANTEE. But out of respect for our paying members, the $ 686 bundle of discounts I’m offering you is strictly time-limited. To take full advantage, you must join through this email today!

    All newsletter returns as of June 17, 2014. Unless otherwise noted, all numbers as of July 7, 2014. The performance data quoted represents past performance and does not guarantee future results.  The Motley Fool owns shares of Amazon.com, Apple, Baidu, Catamaran, Chipotle Mexican Grill, eBay, Google (A & Cshares), Intel, IBM, Intuitive Surgical, IPG Photonics, MercadoLibre, Microsoft, Netflix, Nike, Qualcomm, and Starbucks. Dave Meier owns shares of Apple. Mark Brooks owns shares of Apple, Amazon.com, and Netflix. David Gardner owns shares of Apple, Amazon.com, AOL, Baidu, Chipotle Mexican Grill, Google (A & C Shares), IPG Photonics, Intuitive Surgical, MercadoLibre, Netflix, Nintendo, and Starbucks."

    http://www.fool.com/video-alert/rule-breakers/rb-wearable-pt/?iid=61308777&vsaid=7384&src=irbeditxt0000019

     

    Bien à vous.

     

    Bonne nuit.

     

    PGR

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    votre commentaire
  • Hi,

     

    I'd like to show this !

     

     

    See you tomorow.

    PGR

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  • Hi,

     

    This a news...

     

    WWDC 2014 - Apple Worldwide Developers Conference. June 2-6, San Francisco.

     

    Over the past six years, a massive cultural shift has occurred. It’s changed how we interact with one another. Learn new things. Entertain ourselves. Do our work. And live our daily lives. All because of developers and the apps they create. For five days, one thousand Apple engineers and five thousand developers will gather together. And life will be different as a result. Write the code. Change the world.

     

     

    See you tomorow.

    Bien à vous.

    PGR

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  • Hi !

     

    This is the news...

     

    "Is There a $500 Floor From Buybacks?

    Following the 1Q earnings, Tim Cook told the media Apple repurchased $14bn in shares as the price dropped below $500. Added to the repurchases in 1Q, this brings the total to $19bn so far in FY14, approaching its $22bn repurchased in FY13. This has led some to believe that Apple will be a buyer at $500 providing a floor for the share price, but is this a realistic assumption?

    To make a determination on Apple's ability to establish a price floor, I wanted to compare Apple's buyback to the total dollar volume traded in Apple stock over the course of a year. Using volume data from Google Finance, Apple trades 10.3 million shares per day. At the current share price, that equates to $5.5 billion per day. There are approximately 250 trading days in a given year, so that means almost $1.4 trillion is needed to fund all the purchases over a 12-month period. Putting that into context, Apple's $20bn buyback represents ~1.5% of the annual demand for shares. To me, this seems to be too small of a number to provide a floor under the stock for any period of time. Given they have exhausted $19bn in buybacks so far this year, future price support from buybacks seems even lower.

    Demand Needed to Drive Apple Higher

    As mentioned above, at the current average volume, Apple needs ~$1.4 trillion over the course of a year committed to buying Apple stock to maintain the current price. The current market cap of the S&P 500 is over $17 trillion. I know a lot of investors will buy/sell Apple and other stocks numerous times over the course of a year, meaning this isn't an apple-to-apples comparison, but it is amazing that the annual dollar purchases of Apple represent 8% of the total market cap of the S&P 500.

    By comparison, the total estimated yearly dollar investment into Google (GOOG), Wal-Mart (WMT), Exxon (XOM) and Microsoft (MSFT) combined barely exceeds what Apple alone requires. This does not mean Apple stock can't increase from here, but it does illustrate the sheer amount of capital that needs to be invested into Apple to move the stock in a meaningful way.

    Will Apple Ever Reach $700 Again?

    Reducing Shares and Cash/Investments

    Buying back shares can be beneficial to shareholders when the company is growing earnings and/or benefiting from multiple expansion. One of those two things needs to be present, otherwise the company is merely transferring cash from the balance sheet (which equity holders have a claim on) and giving it to selling shareholders. Cash-funded buybacks in and of themselves have no value increasing capability.

    Apple has almost $160bn in cash/investments according to the latest 10Q. We know they spent $14bn already on repurchases, but will likely generate $10bn or so in FCF during 2Q. For simplicity, however, I'm going to use the 1Q cash balance. Of the $159bn in cash/investment, $124bn is held overseas. Estimating a 25% tax liability associated with that cash leaves an after-tax cash balance of $128bn, or $143/share.

    With a current share price of ~$530 and the cash value of $143/share, that implies the going-concern business is selling for $387/share. At $387 and almost $43 in '14E earnings, the business is trading at a 9x forward multiple. From a simple P/E standpoint, this only serves to bolster the argument that Apple is cheap, but that multiple has been consistent and I believe represents how the market as a whole values Apple's future growth prospects. I said in my earlier article that I think Apple has reached peak profitability, at least over the next few years. If net income is stagnant or declining in the coming years, boosting EPS through buybacks won't be enough to buoy the stock. The table below shows projected price assuming all cash is used for buybacks and the P/E multiple remains constant.

    Will Apple Ever Reach $700 Again?

    Conclusion

    I stand by my original argument that Apple won't reach $700 again - at least for some time. They will have new products and the iPhone 6 or another future product could be huge. If that is one's view, then buying the stock here could make sense. I don't personally believe that will happen though, but reasonable people can disagree. Potential growth would be the only reason to buy Apple in my view and I just don't see that coming based on what I wrote in the prior article. Banking on the buyback program or Apple providing price support at $500 seem like questionable reasons to own the stock."

    http://seekingalpha.com/article/2097243-follow-up-will-apple-ever-reach-700-again?source=yahoo

     

    Amazing, no ?

    Bien à vous.

    PGR

     

     

     

     

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  • Hello,

     

    It's a big news !!!

    Enfin, Apple comprend qu'il faut parfois transiger pour croître...

     

    "Microsoft may soon be releasing a touch-friendly version of its Office suite of software for Apple’s iPad. According to well-connected tech commentator Mary Jo Foley at ZDNet, Microsoft will likely release Office for iPad even before it releases a tablet version of Office for its own Windows users. Although Foley’s unnamed sources reported last year that Office for iPad would not be made available until fall of 2014, the latest rumors suggest that the software will be released sometime in the first half of this year.

    Per Foley’s sources, Office for iPad is codenamed “Miramar,” while Microsoft’s tablet-optimized version of Office is codenamed “Gemini.” Former Microsoft CEO Steve Ballmer previously suggested that Windows tablet users would get access to Office before iOS users. “We can lead with our devices, particularly in the consumer market, and even so, if we want people to adopt our services there is a requirement that we support some other platforms,” Ballmer said last year at the annual financial analyst meeting. “Windows lovers, we love it. Windows is first.”

    However, Foley’s insider sources indicated that Microsoft has adjusted its Office for iPad launch timeline. Although no reason was given for why Office for iPad was given priority, it may be related to Apple’s continuing dominance of the tablet market. According to the latest data from market research firm Strategy Analytics, Apple boosted its worldwide tablet market share to nearly 34 percent in the fourth quarter of 2013.

    Although it is unknown how Microsoft will make Office for iPad available for Apple users, Foley speculated that it may be offered through an online subscription service similar to Office 365. As noted by Foley, this approach would align with Microsoft’s strategy for Office Mobile.

    Office Mobile is available for iPhones and Android-based smartphones through an Office 365 subscription. Foley also predicted that Microsoft would use OneDrive as the default storage service for Office for iPad.

    Besides accelerating its Office for iPad release plans, Microsoft is also busy working on its so-called “Threshold” Windows release.  Per sources cited byWindows SuperSite’s Paul Thurrott, Microsoft is expected to reveal the plans for its upcoming Windows release at the company’s Build developer conference in April.

    According to Thurrott’s sources, the next-generation Windows will likely be called Windows 9 in order to “distance itself from the Windows 8 debacle.” The widely criticized Windows 8 operating system featured a tile interface and was intended to be a touch-based and tablet-friendly version of Windows. According toThe Verge, a recently leaked Windows 8.1 update revealed that the company has retreated from its original vision for Windows 8 by making the operating system boot to desktop by default on non-touchscreen PCs."

    (http://wallstcheatsheet.com/technology/apple/rumor-microsoft-may-soon-release-office-for-ipad.html/2/)

     

    Mais, finalement, ce n'est peut-être qu'un rumeur, quoique ...

    Bien à vous.

    PGR

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  • Hi my friends,

    Even though Apple Supply Chain has some "hiccups" such as various problems of suppliers in Asia, they are definitely one of the role models in supply chain management. By SupplyChainOpz.

     

    "Apple Inc is regarded as the best company in the world for its cutting-edge supply chain management practices.

    What’s the secret behind its success?

    This article will explain to you what we can learn from the co-founder of the company.

    Apple Inside Nutshell
    It goes without saying that Apple Inc is famous for its strengths in product design, product development, branding and marketing strategy.

    When it comes to supply chain management practices, many people believe that its supply chain model and sophisticated software system are the secret weapons that help them maintain market leadership.

    In April 2012 (six months after Jobs’s death), Harvard Business Review published the article called “The Real Leadership Lessons of Steve Jobs”.

    The author of this article is Walter Isaacson who helped Steve Jobs completed his best-selling biography.

    Isaacson identifies practices that he believes people should learn. Even though it’s about business management in general, the article contains some interesting aspects about supply chain management as below:

    7 Supply Chain Lessons from Steve Jobs

    Seven Supply Chain Lessons

    1. Customer comes first, cost cutting comes second: the philosophy of product development at Apple is to build "insanely great" products that customer wants to buy. Simply put, Jobs pursued differentiation or value creation strategy. And when the whole supply chain takes actions in sync with this strategy, the success is phenomenal! During 1983 to 1993 when Jobs didn’t take the helm of the company, cost reduction/profit maximization was the primary strategy which resulted in the spiral down of the company.
    2. Set impossible target: when Jobs decided that he wanted the face of iphone to be scratchproof glass, he turned to Corning who developed the technology called "Gorilla Glass" but it’s just prototype in R&D lab. Jobs indicated clearly that he wanted a major shipment of Gorilla Glass within 6 six weeks which was beyond the capability of Corning. However, Job insisted on this request and later Corning converted one of its LCD production line to produce new kind of glass.
    3. Prioritize action: after Jobs returned to Apple in 1997, there was a wide array of unrelated product lines. Then, he announced that he needed only 4 product categories, namely, "Consumer", "Pro", "Desktop" and "Portable". By segmenting products properly, Jobs reduced the complexity of supply chain big time and his team can prioritize actions required to support the strategy.
    4. Adopt process view: Jobs ensured that the performance of microprocessor down to the experience of buying products at its stores was linked together. To do this, Apple increased internal integration by establishing common goal across business units.
    5. Simplify product/process: it said on Apple’s first marketing brochure that "Simplicity is the Ultimate Sophistication". In literal meaning, Jobs eliminated unnecessary components which led to the reduction of inventory and smoother production process.
    6. Make radical change when necessary: the integration of Ipod, Itunes and Itunes Store revolutionized music industry. However Jobs was afraid that someone would added music players in phone’s handset, then, he decided to discontinue the sales of Ipod and created the Iphone. Radical change or "Reengineering" may be necessary if external forces are strong.
    7. Enhance relationship via face-to-face meeting: Jobs believed great ideas couldn’t be developed solely via e-mail. From his experience, he created ideas from long meetings or even when you ran into someone. This lesson works well for both internal and external relationship.

    Discussion
    Supply chain management is everywhere, from strategy formulation, product segmentation, product/process design down to customer satisfaction. Supply chain professionals adopt whatever concepts that help to create value.

    Even though Apple Supply Chain has some “hiccups” such as various problems of suppliers in Asia, they are definitely one of the role models in supply chain management.

    Is there any other lessons from Jobs that’s not covered here? Register, and let us know your comments below."

    http://www.supplychain247.com/article/7_supply_chain_lessons_from_steve_jobs

     

     

    Best work.

    Happy new year.

    Bien à vous.

    PGR

     

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    14 commentaires
  • Good evening,

     

    This is a good paper to understand the Apple' Financial Success.

     

    "Intermedia is a third-party provider of hosted MicrosoftMSFT +0.53% exchange with almost 700,000 business users. Its customer base is small and medium sized business and it can track what devices are activated to access the applications it hosts. Intermedia’s data shows that AppleAAPL +0.54%devices made up 76% of device activations in the first ten months this year. (Note that I my family and I own Apple shares).

    Between January and October this year Intermedia has seen 249,872 mobile devices activated that access the applications it hosts. Apple devices were about 190,000 or 76% of the total, Samsung had just over 29,000 or 12% and Motorola just over 13,800 or 6%. HTC had a 2% share, Blackberry was at 1% as was Microsoft’s Window but Windows at least grew 93% year over year. Other Android devices rounded out the last 3%.

    Over the past three years Apple has seen its activations increase steadily and take a commanding lead of mobile devices using Intermedia’s applications while Samsung has moved into second place.

    Apple Dominating Small And Medium Business Mobile Device Activations (by C.Jones)

    Source: Intermedia

    Some other interesting tid-bits from Intermedia’s results

    • Mobile device activations of 217,050 on Intermedia’s network in 2012 increased 145% from 2011
    • There have been 249,872 in the first ten months of 2013. It is on track to have almost 300,000 activated for the full year for an increase of 38% year over year
    • In October there were 4.5x iPhone 5s activations (6,906) vs. iPhone 5c’s (1,521)
    • Microsoft needs to substantially increase its 1% share by leveraging its inherent advantage with businesses or risk becoming irrelevant in the mobile space."

     

    http://www.forbes.com/sites/chuckjones/2013/12/17/apple-dominating-small-and-medium-business-mobile-device-activations/?partner=yahootix

     

    Best day.

    See you.

    PGR

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