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N********n 发帖数: 8363 | 3
GAS supply is plenty in US so mot much quick sizable reward playing UNG. |
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m*****i 发帖数: 4342 | 4 Some money for the buffet tonight:)
SELL SHORT 15000 MOT $7.92 $118,790.99 XPCE29520100813
SHORT 8/13/2010 10:07:35 AM 8/18/2010 |
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w*******o 发帖数: 6125 | 5 MOT is so 1990, reminds me the good old days of LU,NT, but, it's gone, it's
gone. |
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p***n 发帖数: 1987 | 6 MOT的public safety system还是很牛X的。
moto |
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F********t 发帖数: 962 | 7 MOT will never die. U.S government needs it. U.S police is using and will
use it.
s |
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l******s 发帖数: 1276 | 8 The Set Top Box chip market belongs to BRCM and ST only, period...
ST is the dominant player in SD, but BRCM will be the winner in HD.
My vote: BRCM for chp
Box: Co-ship & Huawei & Mot
Plus, IPTV is still a joke now...(by IPTV I do not mean the ppstream etc. internet based p2p TV box..)
Trident no long has STB business, it is NXP now...but they are the loser combination... |
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m*****i 发帖数: 4342 | 9 This year, I mainly do the swing trade(hold at least for couple of days).
I also do the DT this year, actually, DT results was not good due to the
lack of movement.
Current main trading position LCC, C, INTC, JASO,LDK, HBAN, MOT, SLV, JJC,
ZSTN and PMI.
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L****n 发帖数: 12932 | 11 thanks. why u think NOK took off like that? I thought it's dead.
8.10 is a key line for MOT. |
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L****n 发帖数: 12932 | 12 俺给他上个长点的套子。 慢慢跑着吧。
酒馆, 昨晚没说错吧。 |
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b******r 发帖数: 16603 | 13 还是借了apple引领的tablet市场强势
Android tablets估计也会跟android phones一样超越ipad市场份额。
市场增加,双赢的局面。
芯片方面BRCM/MRVL/NVDA,大家都有空间。 |
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i*****n 发帖数: 130 | 14 Android Tablet is WAYYYYYYYY behind iPad. It will not surpass iPad market
within next 2 years at least (with all players added up). iPad is pretty
much dominant in this newly defined market segment.
And guess what, rumors of iPad 2 is coming soon, rumors of new Ads business
for AAPL based on iPad ecosystem. There are lots to play on iPad. The
competitors are just way too behind. |
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L****n 发帖数: 12932 | 15 blasting off in late market. kaboom! |
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c*********o 发帖数: 8367 | 16 wosai, missed again...5555. just back from consulate to get my new passport. |
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b******r 发帖数: 16603 | 17 我还是认为市场足够大,两者可以共存,不必捧一家打压一家。
Android phone追iphone的速度也是摆在那里的。
business |
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c*********o 发帖数: 8367 | 18 where does that 2 years come from?
but
years. |
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i*****n 发帖数: 130 | 19 An estimation of R&D development plus marketing/branding cycles; a similar
delta has been observed on the iphone side (in fact even a bit longer).
To be on a conservative side, iPAD is going to dominate (or significantly
lead) for at least another 2 years. |
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c*********o 发帖数: 8367 | 20 thanks, although I still don't quite know where can we find that delta. hehe |
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L****n 发帖数: 12932 | 21
又是late surge, 搞什么搞。就不能爽一点吗? |
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c****2 发帖数: 1076 | 24 follow 1000 shares at 8.28 |
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L****n 发帖数: 12932 | 25
$
I have the back month calls. bot yesterday |
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c****2 发帖数: 1076 | 26 when do you plan to sell?
$ |
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L****n 发帖数: 12932 | 27 当然MOT多涨涨还是很欢迎的, 就是别老憋到要下班了才进单。 |
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c****2 发帖数: 1076 | 29 bought MOT at 8.28 this morning ... just sold at 8.28 ... lost $10 fee |
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m*****i 发帖数: 4342 | 31 LCC今天挺真气。
MOT runs the same pattern for couple of days. |
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h**********g 发帖数: 254 | 33 Immediately under the water, AGAIN! |
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L****n 发帖数: 12932 | 34 coco: run into resistance, underperform the sector. 18%
siri: 90% of the range realized 15%
mot call: too slow. low vol. no a good option candidate. 12%
gap: shouldn't be running like this here. 2% |
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m*****i 发帖数: 4342 | 35 我今年一直在做Swing Trade in addition to DT.
Current main holding: C, INTC, JASO, LDK, MOT, LCC, HBAN, PMI, ZSTN, JJC and
SLV. |
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m*****i 发帖数: 4342 | 36 My Current holding:
MOT, LCC, JASO, LDK, PMI, HBAN, C, INTC, SLV. GKK
Sold JJC for good profit(Normally, Copper will go down after the market open
in China after the holiday).
all
renewed. |
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L****n 发帖数: 12932 | 37 called: aapl, rimm, orcl, nvda, mot, all november calls. plus yhoo that's
half dead. (yhoo sux bad today) |
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c****2 发帖数: 1076 | 38 BTW, I also copied 's holdings too :-) making money by following 菜牛!
My Current holding:
MOT, LCC, JASO, LDK, PMI, HBAN, C, INTC, SLV, GKK
BAC, COCO, MGM |
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k********n 发帖数: 18523 | 46 Nokia is still the undisputed handset vendor globally. Recent IDC data on
third-quarter shipments reported that Nokia holds 32% global market share,
11 percentage points ahead of next placed Samsung, giving it an edge in
distribution versus peers like Samsung which supports Google's (GOOG)
Android OS in many of its smartphones, and other established smartphone
players like RIM(RIMM), Motorola(MOT) and Apple(AAPL).
IDC expects the smartphone segment to grow +55% for 2010. In the third
quarter, No... 阅读全帖 |
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m********0 发帖数: 2717 | 47 BUYS
Security Ticker Mkt Value Shares % Outstd # Insd Avg Price
RESMED INC RMD US 1.544BLN 46,178,515 30.54 1 33.44
STAR PUBLICATIONS (M STAR MK 422,460,090 322,427,360 43.66 2
1.31
CASINO GUICHARD PER CO FP 347,043,531 3,741,080 3.39 1 92.
77
TEN NETWORK HOLDING TEN AU 288,897,561 193,903,261 18.55 3
1.49
MALAYAN BANKING BHD MAY MK 250,661,512 87,933,800 1.24 3 2
.85
JAIPRAKASH ASSOCIATE ... 阅读全帖 |
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M*****8 发帖数: 17722 | 48
.......................
AMD moves only about 5% to 6% (capturable)
so that's how much one can hope to make
from short-term price swings, not more.
But more volatile than MOT, which is worse,
trading-wise, even though priced similarly. |
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k********n 发帖数: 18523 | 49 SAN FRANCISCO (MarketWatch) -- While the iPad currently rules the nascent
market for tablet devices, a large swath of rival products is expected to
benefit from booming demand for mobile-computing gadgets over the next four
years.
So predicts Oppenheimer & Co., which in a report Monday forecast that
shipments of tablet devices will soar from 15.1 million units this year to
more than 115 million in 2014 -- a compound annual growth rate of 66.5%.
Most of the current profits will go to one company ... 阅读全帖 |
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l**n 发帖数: 7272 | 50 Thank you, kbrhouston.
Since I am in the mobile industry, my view might be too geeky. The new
innovations over mobile phones (smartphone/PDA) are mainly software based.
It is really hard for NOK/INTC to compete with GOOG/AAPL/MS in the long run.
If NOK adopts Android, it becomes another MOT.
Phone expertise is like modem/LAN/WLAN expertise. It is important. However, when it is a part of a (mobile) computer, the importance diminishes along with time.
Now, phone companies are competing to l... 阅读全帖 |
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