p*r
2 楼
The overall market for smart phones and tablets will be over supplied.
I don't see any urgent to upgrade my smart phones and tablets(one year old).
I already have 2 tablets(N7 and HD+) at home. No need to upgrade when new
models are released from Google and Nook.
My smart phone already has 720P resolution and fast enough. No urgent to do
the upgrade.
Even the QCOM will face serious correction when market is over supplied.
I don't see any urgent to upgrade my smart phones and tablets(one year old).
I already have 2 tablets(N7 and HD+) at home. No need to upgrade when new
models are released from Google and Nook.
My smart phone already has 720P resolution and fast enough. No urgent to do
the upgrade.
Even the QCOM will face serious correction when market is over supplied.
s*v
3 楼
The demand-supply situation of mem/flash is almost the best in last couple
of years. The tablet demand caught up the loss in pc side.
To SNDK, the problem is that they decided to stay with current capacity,
because the 3D tech is coming in 2-3 years. And they probably still fears
about the over-capacity in last decade.
QCOM is a little bit different, because the industry is adopting vertical
integration. So the market left for him and other competitors is squeezed.
).
do
【在 p*********r 的大作中提到】
: The overall market for smart phones and tablets will be over supplied.
: I don't see any urgent to upgrade my smart phones and tablets(one year old).
: I already have 2 tablets(N7 and HD+) at home. No need to upgrade when new
: models are released from Google and Nook.
: My smart phone already has 720P resolution and fast enough. No urgent to do
: the upgrade.
: Even the QCOM will face serious correction when market is over supplied.
of years. The tablet demand caught up the loss in pc side.
To SNDK, the problem is that they decided to stay with current capacity,
because the 3D tech is coming in 2-3 years. And they probably still fears
about the over-capacity in last decade.
QCOM is a little bit different, because the industry is adopting vertical
integration. So the market left for him and other competitors is squeezed.
).
do
【在 p*********r 的大作中提到】
: The overall market for smart phones and tablets will be over supplied.
: I don't see any urgent to upgrade my smart phones and tablets(one year old).
: I already have 2 tablets(N7 and HD+) at home. No need to upgrade when new
: models are released from Google and Nook.
: My smart phone already has 720P resolution and fast enough. No urgent to do
: the upgrade.
: Even the QCOM will face serious correction when market is over supplied.
g*7
4 楼
superdmv, 你是行家。
那谁会在这 3D packaging 这块占有最有利的地位？ 我知道你是看空intc的。
【在 s******v 的大作中提到】
: The demand-supply situation of mem/flash is almost the best in last couple
: of years. The tablet demand caught up the loss in pc side.
: To SNDK, the problem is that they decided to stay with current capacity,
: because the 3D tech is coming in 2-3 years. And they probably still fears
: about the over-capacity in last decade.
: QCOM is a little bit different, because the industry is adopting vertical
: integration. So the market left for him and other competitors is squeezed.
:
: ).
: do
那谁会在这 3D packaging 这块占有最有利的地位？ 我知道你是看空intc的。
【在 s******v 的大作中提到】
: The demand-supply situation of mem/flash is almost the best in last couple
: of years. The tablet demand caught up the loss in pc side.
: To SNDK, the problem is that they decided to stay with current capacity,
: because the 3D tech is coming in 2-3 years. And they probably still fears
: about the over-capacity in last decade.
: QCOM is a little bit different, because the industry is adopting vertical
: integration. So the market left for him and other competitors is squeezed.
:
: ).
: do
z*4
5 楼
我靠，SNDK是几个有庄的股，你还看什么前景，从50跌倒30，什么前景，你都割了，你
去自习看看他们的图，上次市场好，tmd它除了季报，说未来前景不好，直接跌倒30，
然后反手拉倒45，两头割肉啊
去自习看看他们的图，上次市场好，tmd它除了季报，说未来前景不好，直接跌倒30，
然后反手拉倒45，两头割肉啊
s*v
6 楼
我也不是很懂，这个3D packaging都有那几家啊？我可以找找report去。
【在 g********7 的大作中提到】
: superdmv, 你是行家。
: 那谁会在这 3D packaging 这块占有最有利的地位？ 我知道你是看空intc的。
【在 g********7 的大作中提到】
: superdmv, 你是行家。
: 那谁会在这 3D packaging 这块占有最有利的地位？ 我知道你是看空intc的。
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