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邓三代跟fay126长得好像~~
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邓三代跟fay126长得好像~~# PhotoGear - 摄影器材
b*r
1
发信人: wavelets02 (波士顿), 信区: AAPL
标 题: industry trend
发信站: BBS 未名空间站 (Tue Jan 15 17:50:09 2013, 美东)
mobile is nothing new anymore, when there are three big player competiting
without considering any cost, it is no meat.
Apple will still do well if they could hold up market share and keep
expanding the alliance like facebook etc. it is a try of hardware+os to ally
with services like fb+twitter to fight against OS+services ally with
hardware vendors.
it is just like shifting and combinations, and for a while, I think google
has better power in this kinda game setup (they have too big footprint in
internetservices and did successfully in android)
It will be the golden age for google, people start to realize how important
user data is, and how important the traffic is.. google already established
it, and very hard to beat. See how mature the youtube is, and how much
traffic google.com and youtube already generating.. even without talking
about technology power google saved, there is no other company could compete
google at this moment.
in the next few years, value will be squeeze out from the data, and this
trend will make the google value more. very easily, the google will goes
toward 1000.
Job's bio basically disclosed enough secret of why apple was successful,
google is smart, and they will not give apple that much advantage anymore..
even samsung is learning fast and compete with apple fearlessly.
facebook has potential, but its technology is not fully proven, and there
is no real threat to google yet. see how google push for login in chrome
browser and bind the user login to android and google plus, google already
forming some kinda good defense and even offense toward facebook.
the wildcard is amazon, it has some niche, and every move amazon made is
kinda not failing so far and it is almost the only company that beat google
in some aspect (cloud) even google did it first.
I would keep consider google as the no.1 pick for current technology sector
big name, amazon is worth to try, fb is dangerous but will grow together
with google's value with the appretiation of data.. apple is a old name
until they could hold the market share long time and accumualte enough data
and related technology.but apple will be able and worth to hold after
downtrend done.
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s*e
2
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b*r
3
这样的大高手,望尘莫及。。。
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v*k
4
霸气喷的到处都是

【在 b******r 的大作中提到】
: 这样的大高手,望尘莫及。。。
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b*p
5
赞vision!
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b*r
6
股市中的各种奇技淫巧,都是村长机器人都玩废了好几代的,唯有这样的思路,大气平
和,堂堂正正,实在是王道。
村长17的TSLA,还有好几车库。

【在 v*****k 的大作中提到】
: 霸气喷的到处都是
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g*2
7
靠,村长的FA也这么厉害。
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b*r
8
机器人交易的,闲着没事就瞎琢磨。

【在 g**********2 的大作中提到】
: 靠,村长的FA也这么厉害。
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D*e
9
其实村长这篇文章还没写完,就被几个老婆联手给赶出家门发配去了东海岸。村长后面
要说的就是来自大洋彼岸的股票。想知道是什么吗?
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b*r
10
难道是alibaba?

【在 D******e 的大作中提到】
: 其实村长这篇文章还没写完,就被几个老婆联手给赶出家门发配去了东海岸。村长后面
: 要说的就是来自大洋彼岸的股票。想知道是什么吗?

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D*e
11
100 weibi
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w*2
12
艹,口炮就是过瘾。
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a*e
13
你们至于吗。。。
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k*8
14
村长太厉害了!!
a true visioneer!

【在 w********2 的大作中提到】
: 艹,口炮就是过瘾。
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a*g
15
村长真的这么厉害?
跟传说中的陈薇薇相比,谁跟nx?

【在 b******r 的大作中提到】
: 机器人交易的,闲着没事就瞎琢磨。
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a*e
16
who is 陈薇薇? anybody care to share?

【在 a****g 的大作中提到】
: 村长真的这么厉害?
: 跟传说中的陈薇薇相比,谁跟nx?

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r*n
17
赞同分析
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a*a
18
看的我吐血,17的TSLA!!!这也太有真知灼见了!

【在 b******r 的大作中提到】
: 股市中的各种奇技淫巧,都是村长机器人都玩废了好几代的,唯有这样的思路,大气平
: 和,堂堂正正,实在是王道。
: 村长17的TSLA,还有好几车库。

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y*r
19
17 的 TSLA,太nb了。
当年 1 刀的的网易你让我买我没买,后悔死了。。。
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v*k
20
反正也hold不住,有啥后悔的....

【在 y***r 的大作中提到】
: 17 的 TSLA,太nb了。
: 当年 1 刀的的网易你让我买我没买,后悔死了。。。

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y*r
21
也是。。。
就是hold 不住。他妈的。。。涨个30%我就屁颠屁颠的高兴的take profit了,还等dip
呢,dip在那里呀,在哪里呀,在哪里呀在哪里呀在哪里呀在哪里呀在哪里呀

【在 v*****k 的大作中提到】
: 反正也hold不住,有啥后悔的....
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w*2
22
靠,认错人了,我不姓段。

【在 y***r 的大作中提到】
: 17 的 TSLA,太nb了。
: 当年 1 刀的的网易你让我买我没买,后悔死了。。。

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e*o
23
CWW, who won wavelet's cunzhang majia

【在 a*****e 的大作中提到】
: who is 陈薇薇? anybody care to share?
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c*e
24
印象村长以超短线著名,这篇可看的够远,而且还全对。了不起。

ally

【在 b******r 的大作中提到】
: 发信人: wavelets02 (波士顿), 信区: AAPL
: 标 题: industry trend
: 发信站: BBS 未名空间站 (Tue Jan 15 17:50:09 2013, 美东)
: mobile is nothing new anymore, when there are three big player competiting
: without considering any cost, it is no meat.
: Apple will still do well if they could hold up market share and keep
: expanding the alliance like facebook etc. it is a try of hardware+os to ally
: with services like fb+twitter to fight against OS+services ally with
: hardware vendors.
: it is just like shifting and combinations, and for a while, I think google

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C*E
25
身家多少?年平均回报率多少?

股市中的各种奇技淫巧,都是村长机器人都玩废了好几代的,唯有这样的思路,大气平
和,堂堂正正,实在是王道。村长17的TSLA,还有好几车库。

【在 b******r 的大作中提到】
: 股市中的各种奇技淫巧,都是村长机器人都玩废了好几代的,唯有这样的思路,大气平
: 和,堂堂正正,实在是王道。
: 村长17的TSLA,还有好几车库。

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k*r
26
现实版高瞻远瞩,不服不行。
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a*e
27
Thanks

【在 e*o 的大作中提到】
: CWW, who won wavelet's cunzhang majia
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c*t
28
那里有卖村长论文集的。
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F*k
29

LOL

【在 v*****k 的大作中提到】
: 反正也hold不住,有啥后悔的....
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