g*****u
发帖数: 14294 | |
L****n
发帖数: 12932 | 2
来陪你灌灌
【在 g*****u 的大作中提到】
: 版面非常干燥。
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g*****u
发帖数: 14294 | 3 大夫蜇伏4个月，现在出来摘桃子料。
【在 L****n 的大作中提到】
:
: 来陪你灌灌
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L****n
发帖数: 12932 | |
g*****u
发帖数: 14294 | 5 俺还是有所顾忌的。现在完全没有顾忌料。
【在 L****n 的大作中提到】
: 你bz不干啦？ 无官一身轻哈。
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L****n
发帖数: 12932 | |
g*****u
发帖数: 14294 | 7 俺基本就是瞎折腾。搞来搞去就是通信行业的几个，T，VZ，S，CLWR.
最近跟着万少抄牛股，有dip就上，啥NFLX, AMZN， AAPL。。。
【在 L****n 的大作中提到】
: 都在那几个股上挣钱啊， 给俺透个信。
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L****n
发帖数: 12932 | 8 telecom is good. i kinda like Moto at this spot. what u think? last summer
missed the run from 6 to 9. Adroid picking up speed...could be a christmas
rally idea. |
g*****u
发帖数: 14294 | 9 I don't feel very comfortable with handset vendors, especially those who
cannot command a premium on their product as Apple does. They are squeezed both
by upstream (contract manufacturer and component vendors) and by downstream (
carriers). As to Android devices, HTC and even Samsung perhaps would have a
brighter future than MOT. Q4 represents favorable seasonality to the
carriers. This is by no means FA, rather my butt feeling.
On the TA side, do you like the MOT's chart?
【在 L****n 的大作中提到】
: telecom is good. i kinda like Moto at this spot. what u think? last summer
: missed the run from 6 to 9. Adroid picking up speed...could be a christmas
: rally idea.
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L****n
发帖数: 12932 | 10 thanks. why u think NOK took off like that? I thought it's dead.
8.10 is a key line for MOT. |
g*****u
发帖数: 14294 | 11 NOK just announced a new CEO on Friday, which seems to be catalyst for this
jump.
It's been known for at least a month or two that NOK is seeking a
replacement of their incumbent CEO, who was blamed for the failures of NOK
over recent years.
I really doubt this new CEO can bring a turnaround for NOK.
【在 L****n 的大作中提到】
: 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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