k*****a
发帖数: 1463 | 1 Short term play, expect to sell @ 550-565 after new year.
Long term AAPL is going 300 in 2 years. | b******e
发帖数: 1861 | 2 又一个股熊来了，瞧你们这帮左一个两年300,200, 100的，有本事你就从现在开始
short apple两年后再cover。 | k*****a
发帖数: 1463 | 3 You can see my posts. I called for AAPL top when it dipped from 700 to 660,
and called for NOK buy at the same time.
Let's see how things did. Still does not like AAPL long term. Margin crush
is killing it, and software is more important fighting field, which AAPL is
unable to handle. Buy here is just for catching a dead cat bounce, and sell
before the next qtr report.
【在 b******e 的大作中提到】
: 又一个股熊来了，瞧你们这帮左一个两年300,200, 100的，有本事你就从现在开始
: short apple两年后再cover。
| r******y
发帖数: 3838 | 4 software of AAPL 不弱，只是相比MS规模小些。
,
is
sell
【在 k*****a 的大作中提到】
: You can see my posts. I called for AAPL top when it dipped from 700 to 660,
: and called for NOK buy at the same time.
: Let's see how things did. Still does not like AAPL long term. Margin crush
: is killing it, and software is more important fighting field, which AAPL is
: unable to handle. Buy here is just for catching a dead cat bounce, and sell
: before the next qtr report.
| d********r
发帖数: 9331 | 5 aapl三年到100以下是肯定的。
崩盘的话可能不要3年。 | k*****a
发帖数: 1463 | 6 NOK up 7%.
I don't agree AAPL has a chance in software from their past performance. It
tried to work on software for years, none successful except to serve as
sideline additions. Most company are good at one thing, it takes years to
build a team to be able to show traction on some other area. By them, apple'
s advantage will be long gone. I have seen suggestions such apple do its own
search, map, etc. The reason it will not see a light at end of this kind of
competition is it takes years to do, when it is ready, game is over.
There is no doubt apple still sells (and survive), but stock and future of
apple is not so bright and likely heading to south due to the quick market
changes. Demise maybe strong, but once smartphone is commodities, apple will
only be able to survive as a second tier company.
【在 r******y 的大作中提到】
: software of AAPL 不弱，只是相比MS规模小些。
:
: ,
: is
: sell
| r******y
发帖数: 3838 | 7 search, map这些就是堆人力，没什么高不可攀的东西。
即便这些apple都不行，也没看出AAPL怎么就不行了，本来这些对apple来说就是从无到
有。
在软硬结合上还没有什么公司比得上apple。
It
apple'
own
of
【在 k*****a 的大作中提到】
: NOK up 7%.
: I don't agree AAPL has a chance in software from their past performance. It
: tried to work on software for years, none successful except to serve as
: sideline additions. Most company are good at one thing, it takes years to
: build a team to be able to show traction on some other area. By them, apple'
: s advantage will be long gone. I have seen suggestions such apple do its own
: search, map, etc. The reason it will not see a light at end of this kind of
: competition is it takes years to do, when it is ready, game is over.
: There is no doubt apple still sells (and survive), but stock and future of
: apple is not so bright and likely heading to south due to the quick market
| t***u
发帖数: 92 | 8
【在 d********r 的大作中提到】
: aapl三年到100以下是肯定的。
: 崩盘的话可能不要3年。
| t***u
发帖数: 92 | 9 book value $126
要想输掉几个个billion好像也不是很容易。
【在 d********r 的大作中提到】
: aapl三年到100以下是肯定的。
: 崩盘的话可能不要3年。
| k*****a
发帖数: 1463 | 10 Well, yes, anyone can build search. However, look at the scale of investment:
It takes long time (10 years?), a lot of investments (MSFT spend 5B with ~3B
revenue per year on it, AAPL's cash does not looks that much if they need
to spend on it). So does map. AAPL has been working on it for over 5 years,
where are they
now in competition?
BTW, AAPL call of short term bottom paid off nicely today, NOK did even
better. Long term, I don't believe in AAPL can survive the carnage of
competition with very limited hardware margin to play with.
AAPL in 10 years = HP today. BTW, HP bought DEC, working on various software
front (cloud, hpc, etc...) too.
【在 r******y 的大作中提到】
: search, map这些就是堆人力，没什么高不可攀的东西。
: 即便这些apple都不行，也没看出AAPL怎么就不行了，本来这些对apple来说就是从无到
: 有。
: 在软硬结合上还没有什么公司比得上apple。
:
: It
: apple'
: own
: of
| k*****a
发帖数: 1463 | 11 Competition is building stronger:
http://investorplace.com/2012/12/tuesday-apple-rumors-amazon-to
investment:
3B
,
software
【在 k*****a 的大作中提到】
: Well, yes, anyone can build search. However, look at the scale of investment:
: It takes long time (10 years?), a lot of investments (MSFT spend 5B with ~3B
: revenue per year on it, AAPL's cash does not looks that much if they need
: to spend on it). So does map. AAPL has been working on it for over 5 years,
: where are they
: now in competition?
: BTW, AAPL call of short term bottom paid off nicely today, NOK did even
: better. Long term, I don't believe in AAPL can survive the carnage of
: competition with very limited hardware margin to play with.
: AAPL in 10 years = HP today. BTW, HP bought DEC, working on various software
|
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