vendredi 3 mai 2013

....rumeur....


Une rumeur laisse entendre qu'Intel songerait à racheter AMD. Pendant des dizaines d'années cela aurait été impensable et Intel a toujours pris soin de laisser la tête d'AMD hors de l'eau, juste assez pour que son concurrent survive sans lui faire trop de tort. La raison en était simple. Si AMD avait disparu, Intel se serait retrouvé en monopole sur le marché des processeurs et aurait été obligé de se scinder en deux pour ne pas tomber sous le coup des très violentes lois antitrust.

Or maintenant il y a un autre acteur sur le marché, ARM. Si la société n'a pas encore les moyens de lutter avec les processeurs x86 des ordinateurs, ses ventes sont suffisantes pour qu'un Intel en monopole sur les puces x86 ne soit pas en position illégale.
Techniquement cela ne changerait pas grand chose, Intel est maintenant assez seul sur le marché des puces x86 pour décider des évolutions, de plus en plus lentes, et des prix toujours très élevés. D'ailleurs l'essentiel de l'énergie de la société est maintenant focalisée sur le marché des puces mobiles, preuve que la concurrence sur son marché de base n'est plus que symbolique.

Carl






Activist investor Carl Icahn announced April 30 after the close of trading that he added another 4.2 million shares of Nuance Communications NUAN.q since first taking a position in March. He now owns more than 10% of the company.

Faut-il suivre le vieux gourou?

Icahn's Been Busy
Sporting a beard on the front cover of the April 15 issue of Forbes magazine, 77-year-old Carl Icahn was looking pretty contented--and why wouldn't he be? Forbes estimates that Icahn's net worth since March 2009 has more than doubled to $20 billion. In the last year alone he's been an agent of change taking as many as 14 companies to task with his self-styled investor activism. His $882 million (1500%) in unrealized gains from Netflix NFLX.q over just seven months would have anyone smiling from ear to ear. The fact that he's made a $707 million bet that Nuance can do better must be a relief to long-time shareholders of the speech recognition software maker.

What Happens Next?
With Icahn's additional purchases in April, he's now the second largest Nuance shareholder behind Warburg Pincus, which owned 14.6% of its outstanding shares at the end of December. Speculation suggests Icahn will force the sale of the company or possibly even buy it for himself. Icahn Enterprises L.P.  IEP.nyse has a majority interest in nine companies in nine different industries; Nuance would be its 10th majority-owned company in 10 different industries. From that perspective I think Icahn's interest in the company makes a lot of sense. However, IEP hasn't acquired 100% of any business since it paid $335 million for PSC Metals in November 2007. Given this reality, it's more likely that Icahn will ultimately force a sale at a significant premium.
 

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Nuance Communications is a multinational computer software technology corporation, headquartered in Burlington, MassachusettsUSA, that provides speech and imaging applications. Current business products focus on server & embedded speech recognition, telephone call steering systems, automated telephone directoryservices, medical transcription software & systems, optical character recognition software, and desktop imaging software. The company also maintains a small division which does software and system development for military and government agencies. In October 2011, unconfirmed research suggested that its servers power Apple'siPhone 4S Siri voice recognition application.

Grosse journée

IMAX and Marvel Entertainment announced that Marvel's Iron Man 3 grossed an estimated $1.54M at 101 IMAX theatres in China during its first day. Combined with midnight screenings, the IMAX total box office in China for the film is now $1.8M. theflyonthewall.com

jeudi 2 mai 2013

GM.nyse


Le numéro un américain de l'automobile General Motors a annoncé aujourd'hui un bénéfice en recul au premier trimestre à cause d'une baisse des résultats en Amérique du Nord et du Sud, mais la réduction de ses pertes sur le Vieux Continent encourageait les investisseurs.
GM a dévoilé un bénéfice net part du groupe de 865 millions de dollars, en baisse de 14% sur un an. Par action, le bénéfice ajusté ressort à 67 cents, nettement au-delà des 54 cents attendus par les analystes.

Le chiffre d'affaires a reculé de 2% à 36,9 milliards de dollars, reflétant une érosion des ventes dans toutes les régions, mais dépassant là aussi les attentes de Wall Street.
L'action est en breakout + 4,24% à 31,46 dollars 
"Cette année commence bien car nous avons augmenté notre part de marché mondiale avec de nouveaux produits qui attirent les clients autour du monde", a commenté Dan Akerson, le PDG de GM, cité dans un communiqué.
"Nous avons également assisté à des progrès en Europe grâce aux mesures vigoureuses sur les coûts", a-t-il ajouté.
"Nous mettons en place systématiquement notre objectif de croissance rentable autour du monde et faisons face énergiquement aux problèmes qui nous ont freinés jusqu'alors", a-t-il ajouté lors d'une conférence d'analystes.

10 000 followers en 10 minutes


Warren Buffett is an avowed avoider of high technology, but even the world's most famous investor cannot dodge Twitter.
The 82-year-old "Oracle of Omaha" joined the service and sent his first tweet today.
"Warren is in the house," Buffett said under the handle "@WarrenBuffett" - which garnered more than 10,000 followers in the first 10 minutes.

mardi 30 avril 2013


Le groupe internet Yahoo! a dévoilé hier à New York un nouvel axe stratégique en annonçant qu’il se lançait dans la production de contenus en ligne, à l’instar de ses rivaux Netflix et Amazon. « Ce que nous dévoilons ce soir montre la nouvelle orientation de Yahoo! : de belles expériences de production, un nouveau contenu intéressant, des partenariats avec les plus grands médias, ainsi que d’extraordinaires nouvelles expériences publicitaires », a commenté le directeur opérationnel de Yahoo!, Henrique de Castro, lors de la présentation des programmes diffusés prochainement sur son site. « Au cours de l’année passée, nous avons plus que doublé la programmation de vidéos originales sur Yahoo! pour devenir l’un des plus importants éditeurs de contenu du web », a commenté pour sa part Erin McPherson, vice-présidente de Yahoo! et responsable du secteur vidéo de la firme californienne.

Yahoo! s’est aussi allié à des partenaires, notamment dans le cadre d’un accord destiné à la mise en ligne des archives du show américain Saturday Night Live de la chaîne NBC . 

Poker

The first legal online gaming site in the U.S. launched today, ultimatepoker.com, a majority-owned subsidiary of Station Casinos LLC. In order to play, though, you must be able to prove that you at least 21 years old and live in Nevada. Only Nevada and New Jersey have so far passed legislation allowing real-money gaming online to residents of their respective states.
Online gambling for real money was banned in 2011 in the U.S. but a U.S. appeals court overturned the federal law that banned states from offering online gambling within state borders to residents. Since then, the race has been on.
Real-money gambling went live in the U.K. earlier this month as Zynga Inc. ZNGA.Q and partner Bwin.Party Digital Entertainment, which is owned by Boyd Gaming Corp. BYD.NYSE, launched two real-money games.

The real money in the U.S., of course, is not in Nevada or even more populous New Jersey, but in being able to offer real-money gambling across the country. But Nevada, and its 3 million people, could be a proving ground for other online casino games from Boyd, International Game Technology IGT.NYSE Bally Technologies Inc. BYI.NYSE and Shuffle Master Inc. SHFL.Q all of which already have been granted Nevada licenses to offer real-money online games and Ceasars Entertainment Corp. CZR.Q and MGM Resorts International Inc. MGM.NYSE both of which have also applied.
Of the other contenders, Ceasars is thought to have the inside track with its widely recognized “World Series of Poker” franchise.



Apple’s next big thing won’t be a gadget like another iPad or iPhone. It will be new software. And we’ll likely hear about it at the Worldwide Developer Conference (WWDC) on June 10-14.
At WWDC, thousands of developers who make applications and software for the iPhone, iPad, and Mac will gather to hear about Apple’s latest software features.
Apple will probably not be announcing a new iPhone or other gadget at WWDC. Therefore, you might think this conference will be a non-event, but you would be wrong. This year’s WWDC will actually take on heightened importance relative to prior years.
The last year for Apple has been about building out the products that were approved under Steve Jobs. This is going to be the first event of the real Tim Cook era.

lundi 29 avril 2013

20.00$

Des dizaines de millions de pauvres,le plus grand marché au monde....

Handset maker Nokia (NOK.nyse), in an effort to gain some competitive footing against rivals Apple and Samsung , has introduced a bare-bones phone that sells for $20, says Bloomberg. The phone has been available for a few weeks in India and Indonesia and will be introduced in Europe soon. 

dimanche 28 avril 2013

The Next Big U.S. IPO? It May Be Chrysler


Fiat, Italy’s biggest manufacturer, is reportedly considering buying the 41.5% of Chrysler that it doesn’t already own, then taking the combined company public in a new IPO.
According to a The Wall Street Journal article citing “people familiar with the matter,” Fiat CEO Sergio Marchionne has wanted to combine the two companies since Fiat bought Chrysler in 2009 following a U.S.-government bailout. Since then, Chrysler has returned to profitability and provided parent company Fiat with much-needed cash. Chrysler accounted for 75% of Fiat’s 2012 operating profit.

Jeep led U.S. Chrysler sales for years but they fell in March, reportedly due to a restructuring of the brand. Chrysler is ending the Jeep Liberty and relaunching the Grand Cherokee. Fiat sales have also been doing well, especially the Fiat 500 — a mini car — whose sales are on track to soon reach 100,000.
The Daily Ticker’s Aaron Task credits Fiat’s CEO with the success of the company.
“Sergio Marchionne came into Fiat when it was on its knees," says Task. "They took over part of Chrysler when it had one foot in the grave and he’s turned them both around. It’s a tribute to leadership, and leadership matters.”