n*s
2 楼
一个丧心病狂的sx
b*y
3 楼
这话跟没说一样，苹果要维持它过去几年的势头几乎不可能了，但是也看不出现在哪个
公司能取代它
公司能取代它
h*s
4 楼
你觉得会不会有人跳呢？
呵呵
呵呵
M*P
5 楼
其实拼的是年龄。
google那两个还年轻，jobs已经老了。
【在 s****r 的大作中提到】
: 所谓盛极而衰， 天道循环
: 衰的开始就是ipad, 这个玩意我觉得没啥用处
google那两个还年轻，jobs已经老了。
【在 s****r 的大作中提到】
: 所谓盛极而衰， 天道循环
: 衰的开始就是ipad, 这个玩意我觉得没啥用处
v*n
6 楼
offer 了两块钱...恶心他一下
【在 n*****s 的大作中提到】
: 一个丧心病狂的sx
【在 n*****s 的大作中提到】
: 一个丧心病狂的sx
w*l
7 楼
sony当年也是如同日不落帝国。
b*y
8 楼
你们认为下一个苹果会是谁？
M*P
9 楼
苹果太晃眼，所以看不清。
【在 b********y 的大作中提到】
: 你们认为下一个苹果会是谁？
【在 b********y 的大作中提到】
: 你们认为下一个苹果会是谁？
s*r
10 楼
没有， 所有的技术公司最后都是一个下场， margin下降， 绚烂归于平淡
【在 b********y 的大作中提到】
: 你们认为下一个苹果会是谁？
【在 b********y 的大作中提到】
: 你们认为下一个苹果会是谁？
c*t
11 楼
Second that.
AAPL will become a second MSFT. No one will care about it in five years.
【在 s****r 的大作中提到】
: 所谓盛极而衰， 天道循环
: 衰的开始就是ipad, 这个玩意我觉得没啥用处
AAPL will become a second MSFT. No one will care about it in five years.
【在 s****r 的大作中提到】
: 所谓盛极而衰， 天道循环
: 衰的开始就是ipad, 这个玩意我觉得没啥用处
l*r
12 楼
Why not?
For iPad, people just have too much unrealistic expection. You cannot
expect Apple release a revolutionary product once 2-3 years. Look at Apple'
s history, just like what Jobs said in the keynote Macworld 2007, only 3
products can be called revolutionary, mactsintosh, iPod and iPhone.
Apple's strategy is very straight-forward: they usually release a few
following products as the extension of the original version, for example,
iPod nano/mini/shuffle for iPod classic, iPod touch for i
【在 b********y 的大作中提到】
: 这话跟没说一样，苹果要维持它过去几年的势头几乎不可能了，但是也看不出现在哪个
: 公司能取代它
For iPad, people just have too much unrealistic expection. You cannot
expect Apple release a revolutionary product once 2-3 years. Look at Apple'
s history, just like what Jobs said in the keynote Macworld 2007, only 3
products can be called revolutionary, mactsintosh, iPod and iPhone.
Apple's strategy is very straight-forward: they usually release a few
following products as the extension of the original version, for example,
iPod nano/mini/shuffle for iPod classic, iPod touch for i
【在 b********y 的大作中提到】
: 这话跟没说一样，苹果要维持它过去几年的势头几乎不可能了，但是也看不出现在哪个
: 公司能取代它
g*u
13 楼
水仙这个英文写的还可以，我判断至少在美国文化浸淫了5-7年以上了。
k*n
14 楼
下一个revolution会是iGame吗？游戏产业的市场可是不小呀，很期待！
Apple'
or
【在 l*******r 的大作中提到】
: Why not?
: For iPad, people just have too much unrealistic expection. You cannot
: expect Apple release a revolutionary product once 2-3 years. Look at Apple'
: s history, just like what Jobs said in the keynote Macworld 2007, only 3
: products can be called revolutionary, mactsintosh, iPod and iPhone.
: Apple's strategy is very straight-forward: they usually release a few
: following products as the extension of the original version, for example,
: iPod nano/mini/shuffle for iPod classic, iPod touch for i
Apple'
or
【在 l*******r 的大作中提到】
: Why not?
: For iPad, people just have too much unrealistic expection. You cannot
: expect Apple release a revolutionary product once 2-3 years. Look at Apple'
: s history, just like what Jobs said in the keynote Macworld 2007, only 3
: products can be called revolutionary, mactsintosh, iPod and iPhone.
: Apple's strategy is very straight-forward: they usually release a few
: following products as the extension of the original version, for example,
: iPod nano/mini/shuffle for iPod classic, iPod touch for i
g*0
15 楼
这就是老巴为什么不投资Tech的原因之一，另外个原因是他不懂
【在 b********y 的大作中提到】
: 这话跟没说一样，苹果要维持它过去几年的势头几乎不可能了，但是也看不出现在哪个
: 公司能取代它
【在 b********y 的大作中提到】
: 这话跟没说一样，苹果要维持它过去几年的势头几乎不可能了，但是也看不出现在哪个
: 公司能取代它
b*y
16 楼
我们说的并不矛盾，果子今后几年保持其leader地位应该没多大悬念，但是其本身市值
和销售额都已经逼近业界老大的地位了，公司规模越大就越难做，要保持其过去几年的
增长速度，需要继续推出比爱疯还猛的新产品，iPad虽然看好，但是恐怕还满足不了这
个要求。
Apple'
or
【在 l*******r 的大作中提到】
: Why not?
: For iPad, people just have too much unrealistic expection. You cannot
: expect Apple release a revolutionary product once 2-3 years. Look at Apple'
: s history, just like what Jobs said in the keynote Macworld 2007, only 3
: products can be called revolutionary, mactsintosh, iPod and iPhone.
: Apple's strategy is very straight-forward: they usually release a few
: following products as the extension of the original version, for example,
: iPod nano/mini/shuffle for iPod classic, iPod touch for i
和销售额都已经逼近业界老大的地位了，公司规模越大就越难做，要保持其过去几年的
增长速度，需要继续推出比爱疯还猛的新产品，iPad虽然看好，但是恐怕还满足不了这
个要求。
Apple'
or
【在 l*******r 的大作中提到】
: Why not?
: For iPad, people just have too much unrealistic expection. You cannot
: expect Apple release a revolutionary product once 2-3 years. Look at Apple'
: s history, just like what Jobs said in the keynote Macworld 2007, only 3
: products can be called revolutionary, mactsintosh, iPod and iPhone.
: Apple's strategy is very straight-forward: they usually release a few
: following products as the extension of the original version, for example,
: iPod nano/mini/shuffle for iPod classic, iPod touch for i
B*e
17 楼
So far Apple is the best tech company, if not the only one, that can
continue to innovate and deliver, yet at the same time can have realistic
control of pricing power to maintain profit margin.
Most of high techs are shrinking (if not fading or dying) on the Moore's law
, as it demands not only smaller chip, but also lower price, while
manufacturing cost is increasing in the developed countries.
continue to innovate and deliver, yet at the same time can have realistic
control of pricing power to maintain profit margin.
Most of high techs are shrinking (if not fading or dying) on the Moore's law
, as it demands not only smaller chip, but also lower price, while
manufacturing cost is increasing in the developed countries.
M*P
18 楼
苹果应该算是技术和时尚设计结合最好的公司。
上一个类似公司应该是sony吧。
law
【在 B*********e 的大作中提到】
: So far Apple is the best tech company, if not the only one, that can
: continue to innovate and deliver, yet at the same time can have realistic
: control of pricing power to maintain profit margin.
: Most of high techs are shrinking (if not fading or dying) on the Moore's law
: , as it demands not only smaller chip, but also lower price, while
: manufacturing cost is increasing in the developed countries.
:
上一个类似公司应该是sony吧。
law
【在 B*********e 的大作中提到】
: So far Apple is the best tech company, if not the only one, that can
: continue to innovate and deliver, yet at the same time can have realistic
: control of pricing power to maintain profit margin.
: Most of high techs are shrinking (if not fading or dying) on the Moore's law
: , as it demands not only smaller chip, but also lower price, while
: manufacturing cost is increasing in the developed countries.
:
i*g
19 楼
RE
g*u
20 楼
One may argue AAPL is already a cash cow.
When are the dividends coming?
As a good-sized cash cow, can the company maintain its growth momentum? IMO, that is very difficult to achieve, and the odds are stacked against AAPL.
Again, IMO, AAPL is near the top, if not already over the hill. If iPad turns out to be a big hit and new profit center, AAPL's stock price will probably stay on its current uptrend. If it is a bust, the investors won't hesitate to take profit and reduce their position. In th
When are the dividends coming?
As a good-sized cash cow, can the company maintain its growth momentum? IMO, that is very difficult to achieve, and the odds are stacked against AAPL.
Again, IMO, AAPL is near the top, if not already over the hill. If iPad turns out to be a big hit and new profit center, AAPL's stock price will probably stay on its current uptrend. If it is a bust, the investors won't hesitate to take profit and reduce their position. In th
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