【在 s******n 的大作中提到】 : 苹果是too big to grow, market share只有往下走的份,只能指望饼子变大.低P/E没用. : ER涨一些,又会很快回来的. : 亚麻成长空间大多了,P/E不是问题, revenue在那放着呢, : 稍微策略保守一些, 利润随便就搞出来了.
k*n
18 楼
亚麻每年的revenue增长速度是保持在35% 后面那末多噱头,保持这个速度一点不难
s*7
19 楼
你不看sales数据吗? 4 million iphone 4s sold in first 3 days! more than double the sales of iphone 4. 实际上,我周围很多人都上4s,我也很惊,问为什么不等5?有时候真的不能用自己的 想法去揣测别人的想法。 下次ER应该是好的,主要理由是: 1. 今年新款手机发布在Q4; 2. 新掌门上任,ER应该 要做漂亮一点吧。
Actually there are a lot of good ideas generated by Apple people other than Steve. There's no doubt his vision is unparalleled in the industry but the team is still probably the best in the industry in terms of innovation and execution.
every company has people with good ideas, the problem is the top decision maker must recognize the good ideas out of 1000s of mediocre or bad ideas presented to them every day. Jobs was able to do that, it's not easy to find another person with such vision.
than the
【在 l********y 的大作中提到】 : Actually there are a lot of good ideas generated by Apple people other than : Steve. There's no doubt his vision is unparalleled in the industry but the : team is still probably the best in the industry in terms of innovation and : execution.
Agree. Tim Cook is not a product person, according to Steve Jobs. And the product person John Ive is not the CEO. Without a paranoid visionary in power, it is hard to guess what's out there in the long term.
【在 k**o 的大作中提到】 : every company has people with good ideas, the problem is the top : decision maker must recognize the good ideas out of 1000s of mediocre : or bad ideas presented to them every day. Jobs was able to do that, : it's not easy to find another person with such vision. : : than : the