t*g
3 楼
I hope. Since I want to buy YHOO later.
However, these companies are very different. if anything, the recent
problems with Apple and Samsung (also intel etc) shows that the hardware is
becoming a commodity.
I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
unfortunately the gov may not allow AAPL do it.
But MSFT and other services are doing great, which is a much bigger market.
AAPL is going down if it only sells hardware.
YHOO is a different story since services is on the rise, especially on
mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
does not buy wandoujia or similar service companies in China.
However, these companies are very different. if anything, the recent
problems with Apple and Samsung (also intel etc) shows that the hardware is
becoming a commodity.
I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
unfortunately the gov may not allow AAPL do it.
But MSFT and other services are doing great, which is a much bigger market.
AAPL is going down if it only sells hardware.
YHOO is a different story since services is on the rise, especially on
mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
does not buy wandoujia or similar service companies in China.
C*U
5 楼
嗯 长期来说是
但是这个er不好说啊
is
but
.
AAPL
【在 t******g 的大作中提到】
: I hope. Since I want to buy YHOO later.
: However, these companies are very different. if anything, the recent
: problems with Apple and Samsung (also intel etc) shows that the hardware is
: becoming a commodity.
: I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
: unfortunately the gov may not allow AAPL do it.
: But MSFT and other services are doing great, which is a much bigger market.
: AAPL is going down if it only sells hardware.
: YHOO is a different story since services is on the rise, especially on
: mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
但是这个er不好说啊
is
but
.
AAPL
【在 t******g 的大作中提到】
: I hope. Since I want to buy YHOO later.
: However, these companies are very different. if anything, the recent
: problems with Apple and Samsung (also intel etc) shows that the hardware is
: becoming a commodity.
: I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
: unfortunately the gov may not allow AAPL do it.
: But MSFT and other services are doing great, which is a much bigger market.
: AAPL is going down if it only sells hardware.
: YHOO is a different story since services is on the rise, especially on
: mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
r*3
8 楼
yahoo是不行了,没有earnins ability
V*2
10 楼
T看涨,感觉没多少下跌空间。
h*9
16 楼
LZ厉害,我又要亏飞了。
Q*a
19 楼
LZ预测er好准,你再预测下FB/亚麻/狗狗 ER好不?
相关阅读
银矿暴跌买TNA@48。74这年头,人们都忘了啥叫"非礼勿视 非礼勿听 非礼勿言 非礼勿动"股市闲谈:G股是G点,大牛不用套!(2006-05-12 19:02:25) 转 (转载)半仙我砸的。X欧也,全面崩盘7/3大回调支持大湿,爆乳[email protected][非坑] 老婆又穿得很性感去上班了 (转载)原油突破,因为埃及示威?geopolitical reason?虽然安神很厉害,但是空美国大盘真不是个好主意今天追高znga的惨了今日最佳是X,太妖了● *****我也成立了俱乐部*********7/5, 这个周五开盘吗?先清一下仓了laghs,你的ONP发了作为一名地道的民科,我推了一下缠论buy the fa-king dip!!!