k*****u
发帖数: 14053 | 1 ☆─────────────────────────────────────☆
SecretVest (Secret Vest) 于 (Thu May 12 03:01:10 2011, 美东) 提到:
c300, 328i, a4 还有些啥？
预算大概就otd 4w以下吧。不过总觉得这预算买luxury car有点不上不下的，稍微贵点的款配些package就过4w了，我这
里税还高，9.5%的样子。
TL, G3*我感觉预算有些不够，暂时不考虑了。c300差不多只能买买基本款，还有点穷人硬撑买奔驰的感觉。328i不是很
清楚，只是感觉上版上有人很鄙视，但也有人又很欣赏，总觉得有多人都买，有点大众化。a4，a4本来是决定要买的，外
形还不错，低转速的torque也不错，无奈附近的dealer存货奇缺，连心仪的颜色都没有，build时间漫长，所以才来求下推
荐。谢谢！
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downflood (出海哥) 于 (Thu May 12 03:32:57 2011, 美东) 提到:
看你注重什么，奔... 阅读全帖 |
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l**t
发帖数: 6971 | 4 昨天看了一晚上，还是没有完全搞懂。不过细枝末节无所谓了。反正是正常地一如既往
地beat，没有什么特别的利好或利空。
1. iPhone
卖了8.7m，比所谓的consensus（9.2m）少。但是ER call里说了，in transit
inventory这次没有算进去。以前是算的，2007年iPhone首发的那个quarter
特别解释过。Call里还说他们其实完全可以卖更多。
我估计是他们主要是想把revenue拖到下个季度再book，好smooth out the curve。
因为本季度改accounting，revenue已经很吓人了。
Droid和Pre也肯定有一定的影响。这两个加起来怎么也有1m了，我猜对iPhone的影响
大概是0.2m左右。我自己就认识有人弃iPhone而买Droid，实在受不了at&t的信号。
Apple应该尽快卖Verizon版iPhone，可以挤压竞争对手的生存空间，趁这个影响目前
还不大。
iPhone每年是两个高峰，Q3/Q4的换型大高峰和Q1的圣诞小高峰。
10Q1/（09Q3+09Q4）=0.69 09Q1/（08Q3+08Q4） |
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t**t
发帖数: 27760 | 5 厂商 09Q4份额 09Q3份额 08Q4份额 09Q4同比变化 09份额 08份额 09同比变化
Intel 80.6% 80.5% 81.6% -1.0% 80.3% 80.0% 0.3%
AMD 12.1% 11.9% 10.5% 1.6% 12.1% 11.9% 0.2%
其他 7.3% 7.7% 7.9% -0.6% 7.6% 8.1% -0.5% |
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s**a
发帖数: 178 | 6 I put this together to help my friends here to take advantage of the market
intelligence we obtain from the street. this is solely based on public
information(Bloomberg, WSJ etc), our clients' hiring needs and our proprietary research. this is my personal contribution and does not represent Options Group. pls read with common sense and your own judgements, hope this helps:)
[USA]
NY/CT/NJ based electronic/hi-freq trading shops are adding headcounts for eq
/FX desks, they can still hire for Q4. |
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s**a
发帖数: 178 | 7 Yes. especially derivative product flow has significantly reduced, that's
why Wall St doesn't need any more PhD/quants to price exotic derivatives.
Fundamental eq or credit research is a relatively small space, but there are
still some needs from hedge funds/mutual funds. hi-freq or stat arb/medium
freq continues to be strong. |
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o*v
发帖数: 371 | 9 在刚刚turboX08给的链接里说的
And when we say "plenty," we mean it: the revised WRX now blasts to 60 mph
from a standstill in an electrifying 4.7 seconds. That's 1.1 seconds quicker
than the 2008 model—and get this—0.3 second quicker than we've managed in
a WRX STI, the supposedly higher-performance version of the WRX. The fact
that the WRX is now substantially quicker seems absolutely bonkers, but
there are a couple of good explanations.
http://www.caranddriver.com/reviews/car/08q4/2009_subaru_impreza_wrx |
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