c*******9
发帖数: 6411 | 1 HPQ at 18.61, P/E 7. market cap 36B
HPQ = PC + printer + computer service( aquire EDS which is the second
largest services company behide IBM) + software
computer service worth at least 20 B, software 10b, printer worth at least
10B, PC
business for free.
holy cow this will at least double in 2 years. |
w*j
发帖数: 6104 | 2 现在PC的，手机的都被苹果搞得都是按倒闭水平计算股价了。 |
r***l
发帖数: 9084 | 3 估计市场是担心下个rimm/nok吧
btw, 你怎么很久没来了 |
c*******9
发帖数: 6411 | 4 getting tired with the market. but we might encounter a great opportunity in
Chinese stock now. need to do something
i do not think HPQ comparing to rimm/nok, it is dominant in the printer
market, and doing well in the computer service market. once the economy
picking up, it should benefit. but i hope it can drop more. |
d****a
发帖数: 2901 | 5 We would like stock which doubles in a day. Lol
least
【在 c*******9 的大作中提到】
: HPQ at 18.61, P/E 7. market cap 36B
: HPQ = PC + printer + computer service( aquire EDS which is the second
: largest services company behide IBM) + software
: computer service worth at least 20 B, software 10b, printer worth at least
: 10B, PC
: business for free.
: holy cow this will at least double in 2 years.
|
x*********n
发帖数: 28013 | 6 PC: hp现在再下滑，毫无疑问。
printer：买过一个，谈不上好。
service：不清楚。
HP做的东西很多，特别是硬件上。
switch，storage，server，啥都有，基本没有一个感觉很好很赞的。
HP就它的产品而言，给人感觉确实不太行。
而且这个公司的revenue很低。 |
x*********n
发帖数: 28013 | 7 相比之下，dell好很多。
巨大的cashflow，过去2年买了很多中小公司。
安全方面开始造IPS这类的硬件service。
PC上政府学校公司用的很广泛。
server，显示器，都有很出名的产品。 |
c*******9
发帖数: 6411 | 8 oh forget about HP's server and hardware business, so that is for free also. |
c*******9
发帖数: 6411 | 9 the last time when I try this way to analysis a stock is when yahoo is
around $11.
http://www.mitbbs.com/article0/Stock/33722967_0.html |
T*C
发帖数: 5492 | 10 厉害！你抓到了最低价，太犀利了
【在 c*******9 的大作中提到】
: the last time when I try this way to analysis a stock is when yahoo is
: around $11.
: http://www.mitbbs.com/article0/Stock/33722967_0.html
|
j***z
发帖数: 1130 | |
c*****t
发帖数: 10738 | 12 Nice call on yahoo. But don't forget on 8/8/11 VIX is 48. Now it is at 16.
Sometimes we confuse overall market movement with individual stock
performance.
【在 c*******9 的大作中提到】
: the last time when I try this way to analysis a stock is when yahoo is
: around $11.
: http://www.mitbbs.com/article0/Stock/33722967_0.html
|
f****n
发帖数: 4615 | 13 现在都 paperless 了， printer 根本不环保。
in
【在 c*******9 的大作中提到】
: getting tired with the market. but we might encounter a great opportunity in
: Chinese stock now. need to do something
: i do not think HPQ comparing to rimm/nok, it is dominant in the printer
: market, and doing well in the computer service market. once the economy
: picking up, it should benefit. but i hope it can drop more.
|
l****g
发帖数: 5080 | 14 这个不值一提把， 2011年8月抓最低价，不过是运气好。随便抓一个，可以beat yahoo
很多啊，这个就是运气好。要是在ARNA 2刀时大吼一声，那才叫与众不同。
【在 T*C 的大作中提到】
: 厉害！你抓到了最低价，太犀利了
|
