W*n
3 楼
45 within 12 mon
m*a
4 楼
希望周一高开
W*n
5 楼
I hold for long term, very long term
m*a
6 楼
我长短都有,周一高开,吼吼
T*a
8 楼
尼玛,amd搞出大动静了,还涨个屁。
W*n
10 楼
AMD, show us t money
-ve book value junk
-ve book value junk
s*e
11 楼
我也进了INTC,昨天大盘绝大部分时间跌,但INTC像蜗牛一样往上涨,市场对INTC还是
比较看好的。AMD干不过INTC的,INTC下半年会推出新CPU,又把AMD甩后面去了。现在
AMD推出新CPU,INTC立刻打价格战,市场对AMD的盈利预期马上下降,看看AMD最近3天
的股价就知道了。
比较看好的。AMD干不过INTC的,INTC下半年会推出新CPU,又把AMD甩后面去了。现在
AMD推出新CPU,INTC立刻打价格战,市场对AMD的盈利预期马上下降,看看AMD最近3天
的股价就知道了。
W*n
13 楼
last 3 mon, AMD insiders sold 966,200 sh of stock
with 0 buy
with 0 buy
W*n
16 楼
the barrier to enter semi biz is low without a fab
but u r at t mercy of fab suppliers
products can't compete
but u r at t mercy of fab suppliers
products can't compete
W*n
17 楼
if shaving a multi-billion fab biz is so wonderful
everybody would go fabless
everybody would go fabless
W*n
18 楼
NVDA & QCOM were smart to concentrate in their niche areas in t past
but trying to eat INTC's lunch 'll lead to their downfall
but trying to eat INTC's lunch 'll lead to their downfall
d*e
19 楼
wrong. owning the fab and failing to keep up was one of the reasons they
went downhill. had they tried to keep the fab, they would have bankrupted.
nvda and qcom are fabless and they are successful.
【在 W***n 的大作中提到】
: NVDA & QCOM were smart to concentrate in their niche areas in t past
: but trying to eat INTC's lunch 'll lead to their downfall
went downhill. had they tried to keep the fab, they would have bankrupted.
nvda and qcom are fabless and they are successful.
【在 W***n 的大作中提到】
: NVDA & QCOM were smart to concentrate in their niche areas in t past
: but trying to eat INTC's lunch 'll lead to their downfall
s*e
22 楼
INTC还有一个潜在的增长点,就是成为苹果手机的芯片供应商,以前苹果只有QCOM一家
芯片供应商,现在为了控制成本,苹果计划引进INTC,让两家竞争,降低采购成本。
芯片供应商,现在为了控制成本,苹果计划引进INTC,让两家竞争,降低采购成本。
C*5
24 楼
看好AMD干死INTC。哈哈。
s*e
25 楼
INTC的年报没有显示服务器市场的份额减少。倒是2月9号,INTC的CEO和华尔街开会,
说Data Center Group的利润预期会下滑,导致当天股价暴跌。他给出的原因是因为银
行利率上涨,客户投资成本和投资欲望下降,有些客户的数据中心建设项目推迟;同时
政府的潜在贸易战可能会对海外销售带来负面影响。
我觉得这CEO是帮着华尔街洗盘,放量跌了两天,然后又涨回了2月9号的价位。
说Data Center Group的利润预期会下滑,导致当天股价暴跌。他给出的原因是因为银
行利率上涨,客户投资成本和投资欲望下降,有些客户的数据中心建设项目推迟;同时
政府的潜在贸易战可能会对海外销售带来负面影响。
我觉得这CEO是帮着华尔街洗盘,放量跌了两天,然后又涨回了2月9号的价位。
T*a
27 楼
尼玛,AMD死里逃生,肯定会从intel那挖下一块的,只不过多大一块而已。
W*n
29 楼
got to spend some cash
W*n
31 楼
45 within 12 mon
m*a
32 楼
希望周一高开
W*n
33 楼
I hold for long term, very long term
m*a
34 楼
我长短都有,周一高开,吼吼
T*a
36 楼
尼玛,amd搞出大动静了,还涨个屁。
W*n
38 楼
AMD, show us t money
-ve book value junk
-ve book value junk
s*e
39 楼
我也进了INTC,昨天大盘绝大部分时间跌,但INTC像蜗牛一样往上涨,市场对INTC还是
比较看好的。AMD干不过INTC的,INTC下半年会推出新CPU,又把AMD甩后面去了。现在
AMD推出新CPU,INTC立刻打价格战,市场对AMD的盈利预期马上下降,看看AMD最近3天
的股价就知道了。
比较看好的。AMD干不过INTC的,INTC下半年会推出新CPU,又把AMD甩后面去了。现在
AMD推出新CPU,INTC立刻打价格战,市场对AMD的盈利预期马上下降,看看AMD最近3天
的股价就知道了。
W*n
41 楼
last 3 mon, AMD insiders sold 966,200 sh of stock
with 0 buy
with 0 buy
W*n
44 楼
the barrier to enter semi biz is low without a fab
but u r at t mercy of fab suppliers
products can't compete
but u r at t mercy of fab suppliers
products can't compete
W*n
45 楼
if shaving a multi-billion fab biz is so wonderful
everybody would go fabless
everybody would go fabless
W*n
46 楼
NVDA & QCOM were smart to concentrate in their niche areas in t past
but trying to eat INTC's lunch 'll lead to their downfall
but trying to eat INTC's lunch 'll lead to their downfall
d*e
47 楼
wrong. owning the fab and failing to keep up was one of the reasons they
went downhill. had they tried to keep the fab, they would have bankrupted.
nvda and qcom are fabless and they are successful.
【在 W***n 的大作中提到】
: NVDA & QCOM were smart to concentrate in their niche areas in t past
: but trying to eat INTC's lunch 'll lead to their downfall
went downhill. had they tried to keep the fab, they would have bankrupted.
nvda and qcom are fabless and they are successful.
【在 W***n 的大作中提到】
: NVDA & QCOM were smart to concentrate in their niche areas in t past
: but trying to eat INTC's lunch 'll lead to their downfall
s*e
50 楼
INTC还有一个潜在的增长点,就是成为苹果手机的芯片供应商,以前苹果只有QCOM一家
芯片供应商,现在为了控制成本,苹果计划引进INTC,让两家竞争,降低采购成本。
芯片供应商,现在为了控制成本,苹果计划引进INTC,让两家竞争,降低采购成本。
C*5
52 楼
看好AMD干死INTC。哈哈。
s*e
53 楼
INTC的年报没有显示服务器市场的份额减少。倒是2月9号,INTC的CEO和华尔街开会,
说Data Center Group的利润预期会下滑,导致当天股价暴跌。他给出的原因是因为银
行利率上涨,客户投资成本和投资欲望下降,有些客户的数据中心建设项目推迟;同时
政府的潜在贸易战可能会对海外销售带来负面影响。
我觉得这CEO是帮着华尔街洗盘,放量跌了两天,然后又涨回了2月9号的价位。
说Data Center Group的利润预期会下滑,导致当天股价暴跌。他给出的原因是因为银
行利率上涨,客户投资成本和投资欲望下降,有些客户的数据中心建设项目推迟;同时
政府的潜在贸易战可能会对海外销售带来负面影响。
我觉得这CEO是帮着华尔街洗盘,放量跌了两天,然后又涨回了2月9号的价位。
T*a
55 楼
尼玛,AMD死里逃生,肯定会从intel那挖下一块的,只不过多大一块而已。
N*d
58 楼
下一个EK?
N*d
61 楼
刚才穿过了时空隧道,回到了1998年,下单买了500股柯达@80
p*u
62 楼
INTC 药丸
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