Showing posts with label saying. Show all posts
Showing posts with label saying. Show all posts

Saturday, 2 July 2011

Apple's Steve Jobs took sick leave: what markets are saying

Apple Chief Executive Steve Jobs taking medical leave, two years after a pause six months when he underwent a liver transplant. Photo: REX

"This time you have questioned its ability to rebound." They were never discussed a succession plan, but it is quite clear that Cook is the guy. I feel like they're being faster and original on the issue. They were clearly appointed who is responsible, Tim Cook. Apple clearly has a very deep bench, it is only jobs. I think that people would decrease the depth of the team at Apple. There is no operational risk for the story, but there is a perceived risk. »


"Short and medium term Apple will continue as usual." Tim Cook is extremely highly regarded, the pipeline for stuff that will be announced this summer has probably already been muzzled, so it isn't as if everything goes to disintegrate in the next six months.


"The role of Mr. jobs is the editor of last resort." He is the guy who looks at a product and said "it is not good enough, you have to go further and do better." Editing and quality control, it provides what they ship has been so important to the success of Apple and thus show after a two and three and four years, i.e. where Apple would really start to feel his absence.


"If it is not able to play the role of Apple, there in the past, is in the display for two or three years, the product range is affected.


"This is bad news for Apple as long as investors are concerned with position more long-term Steve Jobs." But the real impact on the company and its operations will be limited. Jobs continues to be involved in major decisions and Tim Cook has good experience on the day the day of the company.


"Tim is perhaps not as charismatic: Steve but he commands enormous respect….It is very grounded and at the top of products. »


"Apple is always very well performing sales-wise and I don't think people stop buying their product because Steve jobs took sick leave."


"This coming surprise to Apple investors and certainly take some shine off the stock of Apple." But even if never Steve Jobs returns to Apple, I would expect no visible impact and tangible on how Apple is running in the next few years.


"Long-term, you might suspect that because Apple is becoming a very large organization, it may lose some of its edge innovative." The fact that all Apple products placed on the market was followed closely by jobs, also also meant something for what they put on the market.


"But it is something that might pan out for a few years." What they have now in store sufficient to keep them going for a while. »


"It is surprising and not great for Steve himself obviously." We were here before the beginning of 2009, so it will probably be similar to that. Operationally, the company is very well last time, there are some jobs premium in stock but it will be the concern.


"Honestly, the effect on society probably not be that great in terms of fundamental principles." Perception of the company is another matter. Steve Jobs is regarded by the market as a major force in the strategic direction of Apple. If his pancreatic cancer is back, one might be very worried. »


"The reflex is likely to be negative. However, I think Apple is clearly a much larger company to one person and we now have a proof of last point that the company was in safe hands with Tim Cook safe step and I don't think that they get away from their current. »


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Monday, 9 May 2011

US continues BP: what the analysts are saying

A platform helping the capping of deep horizon in July oil leakage. Photo: AP

The evolution of securities analysts describe as "inevitable": development


"Announced last night by the American Government who is it BP Anadarko, Mitsui and Transocean on the occurrence of Macondo is hardly a surprise." In sanitation Act fines range is between US $1,100 (£ 705) and US $4,300 per barrel with the upper end depends on negligence be proven.


"As we wrote before, we believe gross negligence will be difficult to prove and a fine at the lower end of the beach is more likely (c. US$ 4 - emissions depending on numbers of barrels paid, which is currently being challenged)."


Oriel securities analysts have agreed that the action is not surprising and retained their "buy" on BP, saying:


"This action is not surprising and at this stage, it seems that BP made adequate provisions for the likely costs provision of negligence is not proven."


Jason Kenney, an analyst at ING, stated:


"Even that there can be nothing new to the claims expected stock of the PB process in our modeling - see trade pressure today, if the market and not for evil interpreted this as an additional burden for the stock."


"There are also some commercial pressure as opportunistic profit making use this stream of news to lock in good term stock was recently at the back of the success of the transfer of US$ 25 - 30bn.".


"In summary - intent announced to continue is (just) the initiation of a process to adopt clean against BP and his co-defendants Act and assumed already in the modelling of ING (we include net penalties for BP of. 2 $ 9bn based spill US $ 1,100 per barrel fine)."


Manoj Ladwa, senior capital ETX trader said:


"Just at the time when it seemed BP had turned a corner and began to move away from the Gulf oil spill, brought another blow to its recovery efforts. Although oil giant will be taken into account in all claims for negligence, it may have accelerate sales assets if you want to restore its dividend in the new year. »


Peter Hitchens, an analyst at Panmure Gordon said:


"This raises a little more uncertainty." People were more comfortable that things had abated. »


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