y*r
2 楼
亏飞了。。。
e*r
3 楼
was in the stock a couple years ago, out with small gain.... it was a
frustrating stock to hold.
It was like an ugly duckling with the promise of growing into a beautiful
swan. But the cloud space was so crowded with the entrance of MSFT and AMZN.
The company kept lowering guidance quarter after quarter, beating the
lowered estimates and then went on lowering future estimates again... it's
in a downward spiral it could not get itself out of. A high multiple stock
with growth deceleration --- that's all I needed to know when I lost my
faith and exited the stock.
To make matter worse, Dell and EMC are tying up, VMW becomes the ugly step-
child nobody wants.
frustrating stock to hold.
It was like an ugly duckling with the promise of growing into a beautiful
swan. But the cloud space was so crowded with the entrance of MSFT and AMZN.
The company kept lowering guidance quarter after quarter, beating the
lowered estimates and then went on lowering future estimates again... it's
in a downward spiral it could not get itself out of. A high multiple stock
with growth deceleration --- that's all I needed to know when I lost my
faith and exited the stock.
To make matter worse, Dell and EMC are tying up, VMW becomes the ugly step-
child nobody wants.
c*c
4 楼
now MSFT could acquire it
AMZN.
stock
【在 e*********r 的大作中提到】
: was in the stock a couple years ago, out with small gain.... it was a
: frustrating stock to hold.
: It was like an ugly duckling with the promise of growing into a beautiful
: swan. But the cloud space was so crowded with the entrance of MSFT and AMZN.
: The company kept lowering guidance quarter after quarter, beating the
: lowered estimates and then went on lowering future estimates again... it's
: in a downward spiral it could not get itself out of. A high multiple stock
: with growth deceleration --- that's all I needed to know when I lost my
: faith and exited the stock.
: To make matter worse, Dell and EMC are tying up, VMW becomes the ugly step-
AMZN.
stock
【在 e*********r 的大作中提到】
: was in the stock a couple years ago, out with small gain.... it was a
: frustrating stock to hold.
: It was like an ugly duckling with the promise of growing into a beautiful
: swan. But the cloud space was so crowded with the entrance of MSFT and AMZN.
: The company kept lowering guidance quarter after quarter, beating the
: lowered estimates and then went on lowering future estimates again... it's
: in a downward spiral it could not get itself out of. A high multiple stock
: with growth deceleration --- that's all I needed to know when I lost my
: faith and exited the stock.
: To make matter worse, Dell and EMC are tying up, VMW becomes the ugly step-
e*r
5 楼
it could... but Ballmer is no longer at Microsoft.
【在 c***c 的大作中提到】
: now MSFT could acquire it
:
: AMZN.
: stock
【在 c***c 的大作中提到】
: now MSFT could acquire it
:
: AMZN.
: stock
b*n
6 楼
EMC是一个半死不死的大象， VMW虽然竞争对手多， 但也能匍匐前进， 反正市场就被
几家大大小小的分着， 但是emc买vmw真是个超好利润的丢， 500m+买的发展到30+B,
某天一个投资公司花了2个b不到买了emc的一些股份， 为了让自己投资生利润， 就闹
着要折腾vmw, 要卖EMC, 又逼着vmw买emc, 每次有个什么提案， vmw就跌， 反正不管
怎么样吃苦的就是vmw shareholders, emc不可能单卖vmw的， 因为获那么多利有巨大
的税， Dell也太有钱了， 买啥不好， 非要买emc, 也不是单恋vmw, 67B买， 要分的
还是vmw的利润， 消息一出， vmw猛跌个10+%， 这个deal已经在划算/不划算边缘了，
ER booking不好， 也就是个接口， vmw会一直被拉低的， emc/dell谈购买， 街上不
甩他们这些事， emc本来就是个24快以下的价格， 你要买在33， 那谁来补差价，vmw
呗
几家大大小小的分着， 但是emc买vmw真是个超好利润的丢， 500m+买的发展到30+B,
某天一个投资公司花了2个b不到买了emc的一些股份， 为了让自己投资生利润， 就闹
着要折腾vmw, 要卖EMC, 又逼着vmw买emc, 每次有个什么提案， vmw就跌， 反正不管
怎么样吃苦的就是vmw shareholders, emc不可能单卖vmw的， 因为获那么多利有巨大
的税， Dell也太有钱了， 买啥不好， 非要买emc, 也不是单恋vmw, 67B买， 要分的
还是vmw的利润， 消息一出， vmw猛跌个10+%， 这个deal已经在划算/不划算边缘了，
ER booking不好， 也就是个接口， vmw会一直被拉低的， emc/dell谈购买， 街上不
甩他们这些事， emc本来就是个24快以下的价格， 你要买在33， 那谁来补差价，vmw
呗
相关阅读
卖pick的都是骗子RENN shoot 5 this week刚刚发现有人爱我爱到了骨头里啊！！！好可怕！！！JCP 绝地大反攻就在下周!!!jcp请再猪一个礼拜怎么订这月底的Bellagio酒店最便宜我开始看书了，充电来对抗jcpF-1 是否可以开international account 避税？omg，xone，renn gogogogo看见有人在叫跳jcp让美股跌，让中概涨换个话题，呵呵，明天我的老师Adrian Bird有望获得诺贝尔医学奖JCP, xone, apple我就是个傻擦， 从此以后紧跟大牛终于看见点儿银子了。果然反之。SCTY应该不是infor的马甲天一这个孩子被彭大姐给毁了。 (转载)two articles in SA about jcp values神告诉我今天还可以buy the fucking dip致敬与默哀