c******e
发帖数: 1581 | 1 STX ER was not good. These two are highly corelated. |
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c******e
发帖数: 1581 | 2 beat the estimate slightly, but margin is decreasing. STX already had preER
run. Unless like aapl who beat a lot, otherwise will be beaten in current
market. |
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B********d
发帖数: 1776 | 7 奔新高去了, 弄不好超08年后新高. 呼喊的. 目标暂定19. |
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B********d
发帖数: 1776 | 8 我实在太保守了， 出的太早了，没料到， 确实没料到。 |
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u**u
发帖数: 324 | 11 GM, F, WNR, KRO, GT, CI, ABC, GTI, GILD, PKI, REGN, STX, TEVA, MU |
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m*****i
发帖数: 4342 | 12 Chinese solar stocks/XIN are only china related stocks(SOL performed very
well, JASO/YGE performed relative poor). We will get another solar price
report tomorrow morning, So I took some solar profit this morning.
I do have quite bit of holding for different American companies. Relative
larger position STX/NCT/C. |
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m*****i
发帖数: 4342 | 13 STX another 52 weeks high. |
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C****t
发帖数: 117 | 14 you mean hard drive? What's SEG? There are only three companies in this
sector: STX, WDC and Toshiba |
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w********g
发帖数: 171 | 15 Yeah, but prices of HDD can go without great correlation to the price of the
stock.
Since there are less players in the market and good demand of storage
devices due to coming cloud network, there is good news to STX and WDC. On
the other hand, since investors worry about HDD will be substituted by SSD (
although in fact this may not be the case), there is bad news to them.
So the question is at what point the bad news will overflow the good news... |
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u**u
发帖数: 324 | 18 GG got new low on Friday, by dip. |
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n**x
发帖数: 606 | 19 Russell 2000:
AAON
AAT
AATI
AAWW
ABAX
ABBC
ABCB
ABCD
ABCO
ABD
ABFS
ABG
ABM
ABMD
ABVT
ACAT
ACC
ACCL
ACET
ACHN
ACIW
ACLS
ACO
ACOM
ACOR
ACPW
ACTG
ACTV
ACUR
ACW
ACXM
ADC
ADPI
ADTN
ADVS
AEA
AEC
AEGR
AEIS
AEL
AEPI
AF
AFAM
AFCE
AFFX
AFFY
AFP
AFSI
AGII
AGM
AGX
AGYS
AH
AHC
AHS
AHT
AI
AIMC
AIN
AINV
AIQ
AIR
AIRM
AIS
AIT
AKR
AKRX
ALC
ALCO
ALE
ALG
ALGN
ALGT
ALIM
ALJ
ALK
ALKS
ALNC
ALNY
ALOG
ALSK
ALTE
ALTH
ALX
AM
AMAG
AMCC
AMED
AMKR
AMN
AMPE
AMRC
AMRI
AMRS
AMSC
AMSF
AMSG
AMSWA
AMWD
ANAC
ANAD
ANDE
ANEN
ANGO
ANH... 阅读全帖 |
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u********e
发帖数: 4950 | 20 Symbol ReportDate
--------------------
AA 2012/07/09
SCHW 2012/07/11
MAR 2012/07/11
FAST 2012/07/12
PGR 2012/07/12
WFC 2012/07/13
GOOG 2012/07/13
JPM 2012/07/13
C 2012/07/16
GCI 2012/07/16
INTC 2012/07/17
KO 2012/07/17
MOS 2012/07/17
FIS 2012/07/17
STT 2012/07/17
MAT 2012/07/17
CMA 2012/07/17
YHOO 2012/07/17
JNJ 2012/07/17
FRX 2012/07/17
GS 2012/07/17
CSX 2012/07/17
HST 2012/07/17
SLM 2012/07/18
YU... 阅读全帖 |
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s******e
发帖数: 696 | 21 I have STx. Bought at 22.
Also have wag , jcp, jmp, and pkx.
I think right now wag, jpm and pkx are pretty safe bets. |
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R******a
发帖数: 1195 | 22 谁知道靠谱不？
Our industry sources came up with a rather interesting and hot story to
close this scorching week. It turns out that hard drive maker Seagate is
looking into the possibility of acquiring SSD maker OCZ.
It appears Seagate was not the only suitor, but acquiring this successful
SSD maker would simply give Seagate a very strong presence in consumer,
enthusiast and enterprise SSD markets. Seagate was late to enter the SSD
market and OCZ has quite a bit of experience in the field. In the last ... 阅读全帖 |
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v*****k
发帖数: 7798 | 23 Do you think TPX is ready to long? It looks like being abandoned by big
funds. Cat is too close to China and I don't like it. What's your opinion on
ebay, pzza and efx?
STX |
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h**********a
发帖数: 746 | 25 写得不错，支持。你对STX, WDC这两家传统hdd企业怎么看？ |
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h**********a
发帖数: 746 | 26 写得不错，支持。你对STX, WDC这两家传统hdd企业怎么看？ |
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s******e
发帖数: 696 | 30 storage manufacturer nowday can produce huge amount of disk drives due to
years of investments. supply is always able to meet demand. less than 6
month after the flood in tailand, wdc's recovered their output capacity.
also, nobody is buying pc anymore. they buy laptop or tsblet which use much
cheaper disk drives.
on the cloud space, customers are concentrated, they seem still have more
bargain power than suppliers. |
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x********o
发帖数: 2092 | 31 这两个公司挺奇怪的。现在每个quater差不多3～4Billion的revenue，它们现在的
market Cap差不多就2个quater的revenue。eps基本上为股价的1/5. |
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Z***e
发帖数: 2983 | 32 我的理解是data center的市场还是没有PC的大
pc的downturn现在是板上钉钉的
而基于datacenter的各种云现在还有泡泡的成份。
不过现在硬盘在做5mm的mobile drive，加上几十GSDD做成hybrid drive，在大容量上
还是和SSD有一拼。 |
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x********o
发帖数: 2092 | 33 lol，5mm硬盘根本竞争不过SSD，大容量上SSD也斗不过硬盘。
pc应该只是硬盘一部分的市场，data center以及各种数据备份，从成本和可靠上来说
，硬盘还是占优的。
现在SSD的几个股票跟hard drive一样，挺萎靡的。ocz快破产了，STEC好像还有一堆官
司。FIO最近表现不错，不过这个刺头从来都是直上直下的。SNDK一直都那样。。。 还
有MU，要替代硬盘了，股价都到52 week low 了.... |
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y******i
发帖数: 2584 | 34 不知道到底对不对，前几周中国大陆的钢铁价格还是比较稳定的，
David Einhorn is shorting iron ore
The hedge fund manager shares his bearish views regarding Chinese demand at
an investor gathering.
By Benzinga Thu 1:04 PM
Share
16
Stock market Bear copyright Hemera Technologies, JupiterimagesBy Scott Rubin
, Benzinga Staff Writer
Hedge fund whiz David Einhorn gave a presentation at the Great Investors'
Best Ideas symposium in Dallas on Tuesday.
While the media was not allowed at the event, portfolio manager Leo Isaak
rep... 阅读全帖 |
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d*****d
发帖数: 10658 | 35 我更喜欢另外两个科技loser WDC和STX,看看shopping板上有多少人感恩节要去抢硬盘
的. |
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S*********g
发帖数: 24893 | 36 那我就大言不惭，推荐你几个pick：
MMM 3M Co. reports Industrials St Paul, Minnesota
ACE ACE Limited reports Financials Zurich, Switzerland
ABT Abbott Laboratories reports Health Care North Chicago,
Illinois
ANF Abercrombie & Fitch Company A reports Consumer Discretionary
New Albany, Ohio
ACN Accenture reports Information Technology Dublin, Ireland
ADBE Adobe Systems Inc reports Information Technolo... 阅读全帖 |
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z***e
发帖数: 5600 | 37 SSD大趋势，PC衰退大趋势，一般来说STX/WDC这类老公司对抗不了，Hybrid这类新瓶旧
酒的办法不成的
股票看上去便宜，但是没有泰国洪水的话，硬盘股票应该早创新低了，洪水带来的红利
被公司用来在高位回购股票而不是囤积现金，等硬盘供过于求价格加速下跌以后怎么办？
redifine |
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c******e
发帖数: 1581 | 38 STX. 与 mobile 毫不相干。Jan 30 ER, sell on news. |
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m*****i
发帖数: 4342 | 39 STX hit another all time high after hour. |
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u**********n
发帖数: 8905 | 41 我能记住几个： ddd，kors,swi,ssys,stx,wdc，ma，V,还有gmcr是新上榜的。乱买IBD
上的未必能赚，但应该没有腰斩的风险。我自己就DT过ddd。个人感觉IBD上股票被操纵
的几率大于股版的pick。从ddd上可见一斑。 |
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B*******n
发帖数: 20645 | 42 哦也，想起了那个猜数的游戏；７２０KB啊
忽然作出了决定，爆乳STX， WDC！ |
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j*e
发帖数: 392 | 49 dt了两把 赚了几吨buffet跑路了。之前几小时下跌的时候差点没hold住 |
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l**7
发帖数: 3940 | 50 这已经up 110% 了，还hold不hold阿，求大牛指点 |
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