t*g
3 楼
I hope. Since I want to buy YHOO later.
However, these companies are very different. if anything, the recent
problems with Apple and Samsung (also intel etc) shows that the hardware is
becoming a commodity.
I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
unfortunately the gov may not allow AAPL do it.
But MSFT and other services are doing great, which is a much bigger market.
AAPL is going down if it only sells hardware.
YHOO is a different story since services is on the rise, especially on
mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
does not buy wandoujia or similar service companies in China.
However, these companies are very different. if anything, the recent
problems with Apple and Samsung (also intel etc) shows that the hardware is
becoming a commodity.
I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
unfortunately the gov may not allow AAPL do it.
But MSFT and other services are doing great, which is a much bigger market.
AAPL is going down if it only sells hardware.
YHOO is a different story since services is on the rise, especially on
mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
does not buy wandoujia or similar service companies in China.
C*U
5 楼
嗯 长期来说是
但是这个er不好说啊
is
but
.
AAPL
【在 t******g 的大作中提到】
: I hope. Since I want to buy YHOO later.
: However, these companies are very different. if anything, the recent
: problems with Apple and Samsung (also intel etc) shows that the hardware is
: becoming a commodity.
: I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
: unfortunately the gov may not allow AAPL do it.
: But MSFT and other services are doing great, which is a much bigger market.
: AAPL is going down if it only sells hardware.
: YHOO is a different story since services is on the rise, especially on
: mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
但是这个er不好说啊
is
but
.
AAPL
【在 t******g 的大作中提到】
: I hope. Since I want to buy YHOO later.
: However, these companies are very different. if anything, the recent
: problems with Apple and Samsung (also intel etc) shows that the hardware is
: becoming a commodity.
: I hope Wandoujia can go IPO soon. It is what AAPL should do now in China but
: unfortunately the gov may not allow AAPL do it.
: But MSFT and other services are doing great, which is a much bigger market.
: AAPL is going down if it only sells hardware.
: YHOO is a different story since services is on the rise, especially on
: mobile. So I will long YHOO and short AAPL for the long term, assuming AAPL
r*3
8 楼
yahoo是不行了,没有earnins ability
V*2
10 楼
T看涨,感觉没多少下跌空间。
h*9
16 楼
LZ厉害,我又要亏飞了。
Q*a
19 楼
LZ预测er好准,你再预测下FB/亚麻/狗狗 ER好不?
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