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鱼叼猫 (转载)

鱼叼猫 (转载)# Joke - 肚皮舞运动

L*n2014-11-03 08:11

1 楼

-Yet the great story is reflected in a steep valuation. And it isn't without
risk. Device sales may be racing ahead today, but they aren't immune to
recession. ARM sales were hammered in early 2009. Also, for every 1% fall in
the dollar against sterling, earnings fall 1.5%. The dollar has dropped 5%
this quarter.
-Meanwhile, Intel is fighting back with recent acquisitions to make its
mobile technology more competitive. And takeover rumors look overdone. If
Oracle wants processors for its servers

j*j2014-11-03 08:11

2 楼

一定要告诉猪队友，干活的时候严禁熊抱。
【以下文字转载自 Animals 讨论区】
发信人: hwh (hwh), 信区: Animals
标题: 鱼叼猫
发信站: BBS 未名空间站 (Wed Oct 29 23:35:37 2014, 美东)
不知道那猫怎么样了。

C*a2014-11-03 08:11

3 楼

This is from a blog in Barron. I read them everyday and did not find any
significant impact on stock price.

L*n2014-11-03 08:11

4 楼

would u mind put a link up?

l*s2014-11-03 08:11

5 楼

http://blogs.barrons.com/techtraderdaily/2010/09/29/arm-holdings-time-to-dis-arm/
I always read his blog. Some of his findings regarding semi inventory is
about 1 month before last semi sell off. I totally agree with him on ARMH's
over valuation...

L*n2014-11-03 08:11

6 楼

* September 29, 2010, 6:07 PM ET
ARM Holdings: Time To Dis-ARM?
==============================================
the blog basically said he read this from WSJ. Not that this article is from
the blog. We'll see how armh do tomorrow.

C*a2014-11-03 08:11

7 楼

Most of time, he just quote the analyst.

s

【在 l******s 的大作中提到】

: http://blogs.barrons.com/techtraderdaily/2010/09/29/arm-holdings-time-to-dis-arm/
: I always read his blog. Some of his findings regarding semi inventory is
: about 1 month before last semi sell off. I totally agree with him on ARMH's
: over valuation...

C*a2014-11-03 08:11

8 楼

Oops, sorry

from

【在 L****n 的大作中提到】

: * September 29, 2010, 6:07 PM ET
: ARM Holdings: Time To Dis-ARM?
: ==============================================
: the blog basically said he read this from WSJ. Not that this article is from
: the blog. We'll see how armh do tomorrow.

s*v2014-11-03 08:11

9 楼

最好，把这个ARMH拉下20-30%，好让我把卖掉的补回来。最近涨得太快，应该掉一些。
1.关于汇率，我不明白，这里都是按$ trade ARMH，有什么关系？
2.Intel? Intel买了Infineon wireless department, 现在正在和ARMH谈判，买ARMH
license，因为ARM的license不能transfer。Intel已经吹了1年的牛皮，结果最新的
chip比ARM还是耗电30%+；
3. insider sale may be an issue. 不过我还见过Cisco CFO $9卖了一半股票哪。
现在ARM新的A15 chip，很有可能抢占Intel在Server CPU，10-30%市场。才44x 2011
Earning，不算贵。

without
in
%

【在 L****n 的大作中提到】

: -Yet the great story is reflected in a steep valuation. And it isn't without
: risk. Device sales may be racing ahead today, but they aren't immune to
: recession. ARM sales were hammered in early 2009. Also, for every 1% fall in
: the dollar against sterling, earnings fall 1.5%. The dollar has dropped 5%
: this quarter.
: -Meanwhile, Intel is fighting back with recent acquisitions to make its
: mobile technology more competitive. And takeover rumors look overdone. If
: Oracle wants processors for its servers

l*s2014-11-03 08:11

10 楼

server如果用非INTC芯片的话， MIPS会是一个不错的选择

【在 s******v 的大作中提到】

: 最好，把这个ARMH拉下20-30%，好让我把卖掉的补回来。最近涨得太快，应该掉一些。
: 1.关于汇率，我不明白，这里都是按$ trade ARMH，有什么关系？
: 2.Intel? Intel买了Infineon wireless department, 现在正在和ARMH谈判，买ARMH
: license，因为ARM的license不能transfer。Intel已经吹了1年的牛皮，结果最新的
: chip比ARM还是耗电30%+；
: 3. insider sale may be an issue. 不过我还见过Cisco CFO $9卖了一半股票哪。
: 现在ARM新的A15 chip，很有可能抢占Intel在Server CPU，10-30%市场。才44x 2011
: Earning，不算贵。
:
: without

s*v2014-11-03 08:11

11 楼

这个我同意，不过MIPS目前重点是cell phone和android，公司只有200人不到，估计很
难分神。这边armh抄intel的老家，那边mips抄armh的老家，

【在 l******s 的大作中提到】

: server如果用非INTC芯片的话， MIPS会是一个不错的选择