w*****u
发帖数: 4768 | 1 Really, it's a shame...forget what I said.
Anyway, which one could have a bright future, or both? |
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b******r
发帖数: 16603 | 2 both BRCM/MRVL are very good.
OK, I am a professional in fabless semi area..I do have very positive biased
opinion...I issue strong buy to all fabless chip designers...(lol, please
ignore above comments...:P)
By the way, BRCM is so strong in cloud computing...bullblade Big COW would
happy to point out how bright the future of cloud computing is. |
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w*****u
发帖数: 4768 | 3 Thank you very much for sharing! |
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s******v
发帖数: 4495 | 4 http://www.trader1688.com/bb/viewtopic.php?f=15&t=41338
BRCM和MRVL就像PC上Intel和AMD一样，BRCM有着很宽广的产品线，MRVL产品线少一些，
但是在某些产品上有不错的表现。例如BRCM的Wifi很强，而MRVL不能说没有，太弱了。
有同学在推荐fabless semi，一定要分清这个Semi是做啥的，PC现在demand在下降，所
有PC exposure大的都不会好，象INTC,AMD, MRVL也有很大的disk controler。同理
Storage里面的STX,WDC就很烂， |
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s******v
发帖数: 4495 | 8 嗨，总算有个内行了。在eetimes报道里，有不少人提出了类似的问题。 |
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M*M
发帖数: 1993 | 9 这种有技术含量的文章一定要顶，要狂顶
details:
chip!!
computing
who |
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b******r
发帖数: 16603 | 10 it's for low power or ultra low power servers...
not the conventional ones.
In fact Intel Atom was used for smart phones and low power servers as well. |
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f******e
发帖数: 6488 | 11 不管这芯片咋样
看图的话我觉得这股票是强弩之末
有回调得到16附近整理的需要 |
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l******s
发帖数: 1276 | 12 NVDA的fa还是没改善，不值得花这么多力气。。。semi现在是冰火两重天，BRCM/ARMH
vs ATHR/NVDA俩loser ...还是play leader好
我一般long BRCM, short NVDA pair play...
s |
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m****l
发帖数: 342 | 15 i got 300 shares this morning. will long to next year. |
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s******v
发帖数: 4495 | 16 【 以下文字转载自 SanFrancisco 讨论区 】
发信人: superdmv (你想咋的), 信区: SanFrancisco
标 题: 这个MIPS有他CEO说的那么好吗？
发信站: BBS 未名空间站 (Wed Sep 15 12:53:50 2010, 美东)
MIPS vs ARM
1. 32/64 bit vs 32 bit
2. m-thread vs 1-thread;
3. more energy efficiency?
http://seekingalpha.com/article/225279- ... n-monopoly
MIPS Technology Challenges ARM's Cell Phone Chip Design Monopoly
MIPS Technologies' (MIPS) stock has skyrocketed recently as it lays the
groundwork to challenge ARM (ARMH), the dominant player in cell phone chip
design. |
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L****n
发帖数: 12932 | 17
that's it, now you get the hand on it. did u see ARMH? hehe. |
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L****n
发帖数: 12932 | 18 -Yet the great story is reflected in a steep valuation. And it isn't without
risk. Device sales may be racing ahead today, but they aren't immune to
recession. ARM sales were hammered in early 2009. Also, for every 1% fall in
the dollar against sterling, earnings fall 1.5%. The dollar has dropped 5%
this quarter.
-Meanwhile, Intel is fighting back with recent acquisitions to make its
mobile technology more competitive. And takeover rumors look overdone. If
Oracle wants processors for its servers |
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C****a
发帖数: 1639 | 19 This is from a blog in Barron. I read them everyday and did not find any
significant impact on stock price. |
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L****n
发帖数: 12932 | 20 would u mind put a link up? |
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C****a
发帖数: 1639 | 21 Most of time, he just quote the analyst.
s |
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l******s
发帖数: 1276 | 23 server如果用非INTC芯片的话， MIPS会是一个不错的选择 |
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D*****i
发帖数: 8922 | 24 My home-made "IBD list" for free:
AAP AAPL ADM ADSK ADTN AFL AGU AKAM ALTR AMT AMZN APKT ARG ARMH ARST ARUN
AZK BBD BIDU CAKE CCE CLF CMI CRM CRUS CTRP CTSH CTXS DD DE DLTR DOV DTV EGO
EL EMC ETN EW EXPD EXPE FAST FDO FFIV FMCN FOSL FTI GWW HAS HS HSNI HUM IBN
ILMN INFA INTU IT LTD LXK MCD MRX NEM NFLX NTAP ORLY PAY PCLN PM POT PPG
PRGO PRXL PVH RAX RHT ROK ROVI RVBD SINA SLW SPG SVM SWK SWKS TIBX TSL UA
UNP VAR VMW VPHM WYNN YUM |
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l********i
发帖数: 426 | 25 大夫，我均价13.4多买的，要不要卖？我觉得这是一支成长型的好股，但是最近有点飙
，如果卖了的话想上车要到什么时候呢？ |
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H********7
发帖数: 2369 | 27 Could you share the wsj's article?
Thank you
sharply |
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L****n
发帖数: 12932 | 28
sorry, i didn't see your reply. It's looking awfully dangerous to me. i'd
sell now. u had huge gain. at least sell and get your original investment
out and just leave the free shares in it and watch. |
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L****n
发帖数: 12932 | 29
google:"For Chip Investors: A Farewell to ARM " and click through the link.
otherwise u need subscription to read. |
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l********i
发帖数: 426 | 30 这篇文章又读了三遍。还是觉得这个是个好公司。有潜力。弄得好的话以后又是一个
nflx了。
不过大夫说的对，我不应该太贪心。即使看好这个公司也应该先套点利了。
我觉得这只股可能会回调到17块左右，如果到了那时候再买进好不好。大夫给讲讲？
link. |
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L****n
发帖数: 12932 | 32
The most dangerous stocks are those every body know they are GOOD company.
but shows technical weakness. On the other side, the best one to buy are
people think they are trash, but technically strong. like SIRI, 6month ago,
people can't throw it out fast enough. and i was buying at .66
how deep a correction would go is anybody's guess. My feeling is this gonna
be more than a couple weeks. |
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L****n
发帖数: 12932 | 33 divergence is quite obvious, even price hold barely above neck line, the RSI
made lower low. |
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L****n
发帖数: 12932 | 34 BRIEF-Natixis cuts ARM Holdings to reduce
Fri, 8th Oct 2010 08:33
==========================================
看来MM出完货了， 开始露獠牙。 看着这个要掉的熟果果， 不摘对不起它。 |
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L****n
发帖数: 12932 | 36 18.32
-0.04 (-0.22%)
Pre-market: 17.75 -0.57 (-3.11%)
Oct 12, 7:36AM EDT
here comes the waterfall. |
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a*******4
发帖数: 36 | 37 Daifu, can load the stock now? |
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l********i
发帖数: 426 | 39 恩，听大夫劝，吃饱饭，套了点利，胜了125股free run去了。一开始还有点不敢相信
大夫的断言，但是已经起了警觉了，所以我跟自己说，如果从高点跌下去10%我就套利
，结果今天真得跌了〉10%了。。。
I feel like falling in love with this stock. 大夫该load的时候喊一嗓子啊，我
知道你还挺关注这支股票的，我跟你！ |
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L****n
发帖数: 12932 | 40
Fall in love with anything but stocks. |
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L****n
发帖数: 12932 | 41 磨蹭了两周， made another lower high, finally it running down like flood. |
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l********i
发帖数: 426 | 42 不会买call,重仓long,昨天出了大部分ARMH，今天出了一部分M。 |
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l********i
发帖数: 426 | 43 大夫，出现什么情况你会对ARMH改观？给个hint吧 |
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L****n
发帖数: 12932 | 44
When it made a higher low. Armh put volume is ext high. Be careful. |
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M*M
发帖数: 1993 | 45 Intc不算把,intc和armh是竞争对手的关系
superdmv是这方面的专家
钱，
gld |
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l********i
发帖数: 426 | 46 现在买晚吗？是不是P/E也能像ARMH似的涨到80？ |
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L****n
发帖数: 12932 | 48 it completely missed these 2 months of rally. and therefore didn't drop much
in the sell off either. it's below 50ma, which is also going flat. unless
it tops 17.47 in a convincing fashion, i don't think it will have much
chance breaking 50ma. Market is also in correction, I wouldn't open new
position. |
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m*********n
发帖数: 6098 | 50 how about GLNG? is it a hold?
thank you
take
is |
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