X****i
发帖数: 1877 | 1 ADNC
http://finance.yahoo.com/echarts?s=ADNC+Interactive#{%22range%2
Bottomed Short-term Friday Oct 31, 2014 at 3.17
Modest chance of shakeout and retest by MM to near 3.17
Upside to near 4.4 or 4.5, at most, short-term,
and thereafter DOWN again
Therefore FAST profit of 20-40% cash basis,
depending on how close to 3.17 you bought.
MM would HATE you for scooping the low and bailing
out near the upcoming short-term peak. |
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X****i
发帖数: 1877 | 2 ADNC
http://finance.yahoo.com/echarts?s=ADNC+Interactive#{%22range%2
Bottomed Short-term Friday Oct 31, 2014 at 3.17
Modest chance of shakeout and retest by MM to near 3.17
Upside to near 4.4 or 4.5, at most, short-term,
and thereafter DOWN again
Therefore FAST profit of 20-40% cash basis,
depending on how close to 3.17 you bought.
MM would HATE you for scooping the low and bailing
out near the upcoming short-term peak. |
|
b******r
发帖数: 16603 | 3 kao...
deal or no deal?
AAPL的IPOD时代搞死过好几个小供应商，都是高飞了几年后死翘翘了。记得有sigmatel
，portal player，等等等等。最近的有ADNC。。。
SWKS比那些要大点，总之不能在AAPL一棵树上吊死。 |
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t*******l
发帖数: 3662 | 4 曾经的果子的audio chip supplier。
当年被果子宠幸的时候飞上天，被果子抛弃的以后惨不忍睹。
对于market cap小的公司，产品单一的公司，被apple选中其实有时候是个噩梦：
1. margin 被挤压
2. volume 巨大，ops压力巨大，动不动有inventory issue
3. apple 非常demanding，无法开拓扩展其他客户
4. apple 一贯卸磨杀驴 |
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