adbe N nvda - 未名空间MITBBS历史存档

国际科技财经博客移民网络热点娱乐民生时事公众号

Redian新闻

>未名空间

>Stock

adbe N nvda

adbe N nvda# Stock

c*m2010-09-22 07:09

1 楼

They are in the same boat. Big part of its revenue from construction related
industry.
NVDA is $8 target by UBS today?
But I don't think adbe deserve -20% plunge today unless there is sth else we
don't know.
I set a 26.05 to buy ADBE.

s*v2010-09-22 07:09

2 楼

what do you mean construction related industry? one is pc software, one is
display card.

related
we

【在 c***m 的大作中提到】

: They are in the same boat. Big part of its revenue from construction related
: industry.
: NVDA is $8 target by UBS today?
: But I don't think adbe deserve -20% plunge today unless there is sth else we
: don't know.
: I set a 26.05 to buy ADBE.

O*L2010-09-22 07:09

3 楼

早到过.
看来是不会再到了,你望上提提吧.帮帮忙.

related
we

【在 c***m 的大作中提到】

c*m2010-09-22 07:09

4 楼

ARCHITECTS and ID graphic designer are the users for adbe.
Also they use nvidia card in their computer.

【在 s******v 的大作中提到】

: what do you mean construction related industry? one is pc software, one is
: display card.
:
: related
: we

s*v2010-09-22 07:09

5 楼

the major reason is the slow demand of pc. both are big hit. i don't know
the % of rev contributed the construction industry. I will be surprised if
more than 2%.

【在 c***m 的大作中提到】

: ARCHITECTS and ID graphic designer are the users for adbe.
: Also they use nvidia card in their computer.

c*m2010-09-22 07:09

6 楼

26.25!

【在 O****L 的大作中提到】

: 早到过.
: 看来是不会再到了,你望上提提吧.帮帮忙.
:
: related
: we

l*s2010-09-22 07:09

7 楼

I am thinking about selling 25 puts... what do you think?

【在 c***m 的大作中提到】

: 26.25!

c*m2010-09-22 07:09

8 楼

I just bot ADBE. I never sell put, no experience, sorry.

【在 l******s 的大作中提到】

: I am thinking about selling 25 puts... what do you think?

a*t2010-09-22 07:09

9 楼

用nvidia卡的用户里面有1%会去买adobe的软件就不错了可能更少吧
软件盗版那么多硬件没法盗版阿
这东西还是跟pc销量有很大关联
可能高端显卡的利润会占到总利润的蛮大一部分，高端显卡的用户群，例如专业设计什
么的，这后面一年估计不太因为pc销量少而出现明显的变化吧，除非很多设计公司倒闭
，而真要倒闭的也都在这轮衰退中倒闭了差不多了吧
中低端的显卡利润就靠跑量，pc销量因为iPad的缘故下去不少(或者是很多机构预测会
下去不少)，这块的利润就少了，所以就要看年末的节日销量了

【在 c***m 的大作中提到】

: ARCHITECTS and ID graphic designer are the users for adbe.
: Also they use nvidia card in their computer.