Dans les nuages...

Jean-Jacques Maleval de "Storage Newsletter" a écrit cette semaine qu' Apple a acheté 12 petabytes de "storage equipment"d' Isilon Systems, une division d' EMC (EMC.nyse). If true, it would be a big coup for EMC, he thinks, and might add about $70 million in revenue to the company’s Q1 report. For Apple, it sounds right in line with what he expects will be the company’s version of iTunes “in the cloud,” a hosted data service. We believe that Isilon’s capabilities dovetail nicely with our vision for Apple’s upcoming “Cloud Tunes” – an extension of iTunes into the cloud that allows easy access to digital content from any Apple device. We believe that Apple will release a new cloud strategy by the fall, likely integrating its MobileMe services and taking advantage of its significant investments in its North Carolina data center. We believe the launch of Apple’s service is much more complex than Amazon’s given its millions of users with years worth of files. Theoretically, a cloud-based content service could allow Apple to offer cheaper versions of its devices with less on board memory – which would help the company get more gadgets into the hands of consumers.

Ce vendredi matin sur radiopirate.com XM172 avec Jeff

Plutôt tranquille ce vendredi....

Mcdo et appareils médicaux

BA.nyse Allons-nous voir un retour au niveau de 2007 ?

cliquez pour agrandir

Boeing a annoncé avoir livré 104 appareils commerciaux au premier trimestre 2011, dont 87 exemplaires du 737 de nouvelle génération, quatre 767 et treize 777. La branche défense, espace et sécurité du constructeur américain a pour sa part livré 28 appareils, dont sept hélicoptères de transport Chinook et treize avions de combat de la famille F-18. Boeing a également annoncé avoir reçu 18 commandes d'appareils commerciaux durant la semaine au 5 avril, dont 17 737 et un 777.

Notre sujet du 11 Mars sur radiopirate.com

clic to enlarge....

" l'alternative au iPad "

549.00 $....? ....499.00 $ ! wow !....non...?.....299.99 $...une aubaine !.......um..?

Sprint Nextel Corp et Verizon Wireless viennent d'annoncer la Galaxie Tab de Samsung à 199.99 $ avec un contrat de 2 ans. En moins de 1 an les prix ont baissé 4 fois.

SIRI.nasdaq

http://radioego.com/ego/listen/7429

....si Claude Thibodeau est bearish...devrions-nous être bulli$h ?

Sirius XM planning to hike its subscription rates later this year? Gabelli & Co. analyst Brett Harriss thinks so. In fact, he raised his rating on the shares this morning to Buy from Hold, in part on the theory that the company has pricing power that the Street might not appreciate. Note, by the way, that while he is bullish on Sirius, he thinks the best way to play the stock is via Liberty Capital LCAPA.nasdaq, the company’s largest single investor. Harriss notes that as a condition of the July 2008 merger of Siriux and XM, the company agreed not to raise prices for its basic subscription until August 2011. With August now less than six months away, no immediate pricing action is likely, but the analyst contends that the company is likely to gradually increase prices from here. He’s modeling a 4% average annual price increase through 2015. “With a largely fixed cost basis, price increases should be highly accretive,” he writes in a research note. Harris estimated that a $1 a month increase in ARPU across the company’s 20 million subs would mean $185 million in additional EBITDA. Meanwhile, Harriss also thinks the company could start buying back shares in 2012. “Management has expressed comfort with a debt to EBITDA ratio of 3.0x which implies share repurchases could begin in thesecond half of 2012,” he writes. Harriss thinks the company could return as much as $6 billion – 55% of the company’s current market cap – through 2015.

Portugacabado

Le Portugal devra solliciter une aide financière de l'Union européenne, a annoncé mercredi soir le ministère des Finances, confirmant les informations du Jornal de Negocios. "Dans cette difficile situation, qui aurait pu être évitée, je constate qu'il est nécessaire de recourir aux mécanismes de financement disponibles dans le cadre européen", déclare le ministre des Finances Fernando Teixeira dos Santos dans une interview publiée par le site internet du journal. "Le ministère des Finances confirme les propos du ministre rapportés par le Jornal de Negocios", a par la suite dit une porte-parole du ministère.

百事可乐

PepsiCo PEP.nyse , the world's second largest food and beverage maker, said it will build a 25,000m2 factory in Hubei provincial capital Wuhan. The project, whose cost was not disclosed, is expected to generate ¥100 million in annual revenues and create 1,000 local jobs.

1.00 CAD = 6.82 CNY

> iPad 3

Matthew Bryson of Avian Securities, who follows component makers such as Micron Technology MU.nyse, this morning writes that, “Recent conversations with the electronics supply chain indicate that Apple is sending out design specifications and component needs for the next generation iPad,” which Bryson says would suggest a new iPad in six months’ time, judging by the schedule of things in the last two rounds of iPad. Bryson thinks that means a new iPad come the fall, perhaps in tandem with an iPhone 5, writing, “We feel the 2H launch fits well with indications an iPhone5 launch could also come later in the year. With the two platforms sharing similar hardware in many respects, in our view it would make some sense to see the platforms roll-out simultaneously with this timing likely enabling Apple to offer 4G enabled products.”

shale gas

"Estimates of the entire U.S. natural-gas resource base are now as high as 2,500 trillion cubic feet."

http://online.wsj.com/article/SB10001424052748703712504576232582990089002.html

c'est tranquille.....

Wall Street closed its books Tuesday on another day of thin trading volume, as investors appeared unwilling to make any big moves ahead of upcoming earnings season. Tuesday’s New York Stock Exchange volume of 831 million shares represented 82% of the 30-day average. Composite volume was 3.9 billion, or 92% of the last month’s average, according to FactSet. In the prior session, both volume trackers were at their lowest since New Year’s Eve.

CSCO.nasdaq

John Chambers, in a memo to Cisco employees is promising some big changes to repair the technology company’s credibility after a series of disappointing earnings reports, Bloomberg reported today. That could be good news for Cisco shares, which have suffered during the past year.

Despite the disappointments, Cisco is hugely profitable, sits on a $40 billion cash pile and otherwise has strong fundamentals, and now trades at about 13 times trailing earnings, which is historically low for the company.Stronger Cisco sales growth is what the market wants. As a manufacturer with fixed costs, as sales rise profits rise more swiftly. But Chambers hasn’t delivered the growth yet. “You will see Cisco make a number of targeted moves in the coming weeks,” Bloomberg quoted Chambers as promising. With his vow public, that will put pressure on Cisco to perform, and that could help the stock. Charts Pro finds the shares undervalued.

China will become the largest retail market by 2014, predicted Walmart (NYSE: WMT) China CEO Chen Yaochang. The world's top retailer was operating 329 stores in China by January 2011. Its revenue from China totaled $7.5 billion last year, or 1.8% of its global revenues.

Les banques centrales doivent concentrer leurs efforts sur la maîtrise de l'inflation alors que la reprise économique commence à s'installer durablement, a souligné mardi l'Organisation de coopération et de développement économiques. L'OCDE estime que si la reprise commence à prendre son autonomie, les banques centrales de certains de ses membres sont sous la menace d'un "désancrage" de l'inflation. "Nous percevons des anticipations inflationnistes qui se faufilent un peu partout. Je dirais en Europe, aux Etats-Unis , au Canada et au Royaume Uni", a déclaré dans un entretien Pier Carlo Padoan, chef économiste.

MCDONALD'S veut recruter jusqu'à 50 000 personnes aux Etats-Unis

McDonald's and its franchisees are looking to hire up to 50,000 new crew and restaurant management positions at restaurants across the country during a hiring event on April 19. The one-day event will seek to bring in and hire a combination of both full and part-time positions in close to 14,000 U.S. restaurants. "Our restaurant employees are the foundation of our business. They are the men and women who interact with our customers every day, enhance the McDonald's experience, and continue to help make our business strong," said Jan Fields, President, McDonald's USA. "Our national hiring event is an opportunity to invite more people across the country to join our team, and learn that a McJob is one with career growth and endless possibilities." McDonald's and its franchisees will spend more than $518 million more in wages and salaries in the coming year, an average of more than $1.4 million every day. The addition of 50,000 potential hires translates into $54 million more in payroll taxes contributed to the broader economy.

C.nyse

Citigroup plans to invest $3 billion to $4 billion in its consumer operations, mainly in emerging markets over the next two to three years . About half of that amount will probably go to Asia. Citigroup, HSBC Holdings and Standard Chartered are among global banks expanding in Asia, where economic growth and wealth creation are outpacing the U.S. and Europe. The Asian consumer banking unit boosted income 52 percent to $2.17 billion last year, making it Citigroup’s second-biggest earner. “The opportunity is very significant,” Jonathan Larsen, Citigroup’s head of consumer banking for the Asia-Pacific region, said in an April 1 interview. “I think the broad trend will continue, i.e. the growth of the middle class, the increase in concentration of affluent, the increase in growth of consumption.” The New York-based bank today announced measures to target what it calls Asia’s “emerging affluent” people -- those with net worth of $10,000 to $100,000. Asia has about 600 million people with net worth of $10,000 to $100,000, and financial-services revenue from that group is forecast to grow as much as 15 percent a year in most countries.