CSCO will come back - 未名空间MITBBS历史存档

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CSCO will come back

CSCO will come back# Stock

s*k2010-12-22 08:12

1 楼

Although now it is like shiiiit. Look at ADBE. When everybody hates it, it
will be the time for MMs to bring it alive. My time horizon is one month from
now.

r*w2010-12-22 08:12

2 楼

one month later csco will be under $19.

j*b2010-12-22 08:12

3 楼

So it can be assumed that you are holding a short position on CSCO?

【在 r******w 的大作中提到】

: one month later csco will be under $19.

z*o2010-12-22 08:12

4 楼

there is no easy money. always. and i don't think we will wait more than one
month.

from

【在 s*k 的大作中提到】

: Although now it is like shiiiit. Look at ADBE. When everybody hates it, it
: will be the time for MMs to bring it alive. My time horizon is one month from
: now.

r*w2010-12-22 08:12

5 楼

no csco will eventually come back. my point is not in a month frame. I would
rather spend my money on some other picks now.

【在 j***b 的大作中提到】

: So it can be assumed that you are holding a short position on CSCO?

N*e2010-12-22 08:12

6 楼

我的价格在20.25左右啊，接飞刀太早的后果。
后面接飞刀都会慎重好的，等几天稳定一点在说。
大家说 V 这把飞刀值得接吗？个人觉得经济恢复后，美国人很快会好了伤疤忘了人疼
，又开始大把使用信用卡花钱。不过应该是长期持有才有曙光

k*n2010-12-22 08:12

7 楼

csco is a gold mining.
Only for smart guys.

r*l2010-12-22 08:12

8 楼

个人一点看法了
csco还是面临些严重挑战的。现在欧洲各国受财政赤字的压力，减少开支，美国联邦政
府虽然动作不大，但州政府还是在试图平衡赤字，csco的政府购买会疲软一阵子。这个
其实到算了，毕竟是中短期问题，关键是csco面临的竞争太厉害了，在如何对付销售疲
软的措施上如果稍有不慎，失去市场份额就万劫不复了，北电网络就是活生生的例子。
相比而言，例如intel，市场竞争相对宽松，业界垄断，即使销售疲软，但对市场份额
影响不大。