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楼主: Cobra

[灌水] 07/15/2010 白天灌水

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发表于 2010-7-15 07:13 AM | 显示全部楼层


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发表于 2010-7-15 07:15 AM | 显示全部楼层
morning~
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发表于 2010-7-15 07:19 AM | 显示全部楼层
Morning
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发表于 2010-7-15 07:20 AM | 显示全部楼层
zao
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发表于 2010-7-15 07:21 AM | 显示全部楼层
本帖最后由 shoujie 于 2010-7-15 09:28 编辑

早上。。。

以前俺们紧记毛泽东语录;今天俺们紧记蛇大昨天的语录:

“明天大涨,那就很可能重复去年的疯牛市,那,forget about今天的其他分析吧。明天如果是小棒棒的话,那此后pullback的可能性就非常大了。”
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发表于 2010-7-15 07:22 AM | 显示全部楼层
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发表于 2010-7-15 07:23 AM | 显示全部楼层
Good morning, afternoon, evening...

市场对于PPI数据作出了激烈反映,看过昨天灌水的同学应该不会意外 ...
X!nG 发表于 2010-7-15 09:09

我怎么觉得future down is because of empire state mfg disappointed: 5.08 < expect 18

PPI 不是太糟糕吧.
PPI -0.5%<expect -0.1%, but mainly due to lower food cost-2.2%(可能值得警觉), energy-0.5%(正常波动范围).
PPI-core (exclude food and energy) +0.1% inline.

9:15 industrial production 0.1% > exp -0.2%, due to hot weather increase utility usage (好象没啥值得兴奋的)

10am Phili Fed. I guess it disappoint, same as the Empire State mfg.
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发表于 2010-7-15 07:23 AM | 显示全部楼层
Morning
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发表于 2010-7-15 07:26 AM | 显示全部楼层
Apple Engineer Said to Tell Jobs IPhone Antenna Might Cut Calls
2010-07-15 13:22:14.873 GMT


By Peter Burrows and Connie Guglielmo
     July 15 (Bloomberg) -- Apple Inc.’s senior antenna expert voiced concern to Chief Executive Officer Steve Jobs in the early design phase of the iPhone 4 that the antenna design could lead to dropped calls, a person familiar with the matter said.
     Last year, Ruben Caballero, a senior engineer and antenna expert, informed Apple’s management the device’s design may cause reception problems, said the person, who is not authorized to speak on Apple’s behalf and asked not to be identified. A carrier partner also raised concerns about the antenna before the device’s June 24 release, according to another person familiar with the situation.
     The latest model of the iPhone carries a metal antenna that surrounds the outside of the device -- a design chosen by Apple executives because it yielded a lighter, thinner handset. It has also resulted in reception problems that led Consumer Reports to refrain from endorsing the iPhone 4, weighed on the company’s shares and stepped up pressure on Apple to issue a fix.
     Steve Dowling, a spokesman for Apple, declined to comment and said he wouldn’t make Caballero available for an interview.
Caballero didn’t respond to a call and an e-mail seeking comment. Apple plans to hold a press conference tomorrow about the device. Dowling declined to elaborate on what will be discussed.
     Apple broke sales records with the iPhone 4, which debuted June 24 in the U.S., the U.K., Japan, France and Germany. The exclusive U.S. carrier is AT&T Inc. Apple’s European partners include Vodafone Group Plc, France Telekom SA and Deutsche Telekom AG. Softbank Corp. carries the iPhone 4 in Japan.

                           Brand Risk

     In the first three days, the company sold 1.7 million devices, the most for any iteration of its top-selling product.
     Tests carried out by one of the phone service providers before the device was released also indicated the antenna might cause reception problems, said a person who asked not to be identified because discussions with Apple aren’t public.
     Apple, which has built its brand on delivering cool, meticulously crafted designs, may alienate customers as critics continue to point out reception flaws with its device.
     Consumer Reports said it isn’t recommending the iPhone 4 following tests confirming the handset has a hardware shortcoming that causes signal quality to degrade. The publication has recommended the three previous iPhone models.
     Apple, based in Cupertino, California, rose 93 cents to
$252.73 yesterday in Nasdaq Stock Market trading. The shares have risen 20 percent this year.
     The company’s stock fell on July 13 on speculation that the Consumer Reports decision may curtail demand among consumers who are on the fence about whether to buy the iPhone 4. Some blogs and a betting company that tracks odds of events said attention to the shortcoming raises the possibility of a product recall -- a development analysts deemed unlikely.

                          Stock Impact

     “The stock is being impacted by general concerns about the impact this is having to the brand, and the financial impact, and the uncertainty about what Apple will do about this,” said Andy Hargreaves, an analyst at Pacific Crest Securities in Portland, Oregon. “A product recall is extremely unlikely.”
     Soon after Apple released the iPhone 4 in June, some customers complained about problems losing their signal. Apple last month advised users to buy a case or avoid gripping it in the lower-left corner “in a way that covers both sides of the black strip in the metal band.”
     “Gripping any mobile phone will result in some attenuation of its antenna performance, with certain places being worse than others depending on the placement of the antennas,” Apple said.
     The company also said that a software error, dating to the June 2007 release of the first iPhone, has resulted in overstated signal strength, leading users to believe they had better reception than they did. Apple said on July 2 that a software fix will be released “within a few weeks.”

                         Lengthy Design

     With the fix, Apple said it’s adopting a new formula to more accurately calculate how many bars to display.
     Apple’s industrial design team, led by Jonathan Ive, submitted several iPhone designs before Jobs and other executives settled on the bezel antenna, said the person familiar with the company’s design. Caballero, the antenna expert, voiced concern in early planning meetings that it might lead to dropped calls and presented a serious engineering challenge, the person said.
     The metal bezel surrounding the handset would need to be separated in sections to create individual antennas capable of handling particular ranges of the radio frequencies for different wireless networks, the person said. If a user covered one of the seams between the sections, their finger would act as a conductive material, interfering with the signal, the person said. Consumer Reports suggests iPhone 4 users cover the antenna with duct tape to help mitigate reception woes.

                      Best-Selling Product

     Apple has released an updated version of the iPhone each year since the first model made its debut, including the iPhone 3G in 2008, and the speedier iPhone 3GS in 2009. The iPhone was Apple’s biggest moneymaker last quarter, outselling the Macintosh computer and accounting for 40 percent of sales.
     Phone design, from concept to production, can take anywhere from six to 10 months, said Jeff Shamblin, chief technology officer of Ethertronics Inc., a San Diego-based antenna manufacturer whose clients include Samsung Electronics Co.
     “The phone keeps changing and it does affect antenna performance,” Shamblin said. “The antenna engineer needs to go back and redesign and retest several times.”
     Tests are also conducted by carriers, which help identify potential problems, he said. The Federal Communications Commission also examines the phone, though its review is typically limited to checking whether the phone functions within the allocated frequency bands. The FCC also checks to make sure the phone doesn’t interfere with other devices.

                    Challenging Test Process

     As phones and smartphones have become more complex, the testing process has become challenging, Shamblin said. In years past, engineers conducted tests on phones held against a person’s head, he said. “Now, you have to test against a cell phone sitting on a desk, in a user’s lap, being used on speakerphone while operated with two hands,” he said.
     Apple increased that difficulty by innovating on the antenna design. “There’s always risk when you develop a new antenna technology,” he said.
     Consumer Reports tested the iPhone and other phones offered by Dallas-based AT&T in an isolation chamber with a device that simulates a carrier’s cell towers.
     “None of those phones had the signal-loss problems of the iPhone 4,” the organization said. “The tests also indicate that AT&T’s network might not be the primary suspect in the iPhone 4’s much-reported signal woes.”
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发表于 2010-7-15 07:27 AM | 显示全部楼层
本帖最后由 shoujie 于 2010-7-15 09:28 编辑
我怎么觉得future down is because of empire state mfg disappointed: 5.08 < expect 18

PPI 不是太糟 ...
90ufo 发表于 2010-7-15 09:23


星星大语录:

今天的import prices大幅下跌超过预期(-1.5% vs -0.3% consensus)会给周五的CPI造成压力,

如果明天的PPI下跌高于预期,那么周五的CPI非常有可能是负值(vs 0.1% consensus),

进一步增加市场的通缩预期。
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发表于 2010-7-15 07:27 AM | 显示全部楼层
good morning
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发表于 2010-7-15 07:27 AM | 显示全部楼层
....苹果表示今天情绪不太稳定哦。。。。。盘前跌了这么多
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发表于 2010-7-15 07:28 AM | 显示全部楼层
Paper both sided on the open
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 楼主| 发表于 2010-7-15 07:28 AM | 显示全部楼层
开盘。

SPY5min.png
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发表于 2010-7-15 07:29 AM | 显示全部楼层
Morning & Afternoon
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发表于 2010-7-15 07:29 AM | 显示全部楼层
我怎么觉得future down is because of empire state mfg disappointed: 5.08 < expect 18

PPI 不是太糟 ...
90ufo 发表于 2010-7-15 09:23



我只是扯扯淡,千万别当真。

向你学习。

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