p****a 发帖数: 4829 | 1 The ER misses of INTC, MSFT and GOOG are all due to the mobile device
penetration and taking a portion of cake away from traditional PC market.
Think about it, who will benefit from this? Yes, the mobile device
manufactures. So I will make my bet on AAPL. |
l******2 发帖数: 5522 | 2 same shit!!
【在 p****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The ER misses of INTC, MSFT and GOOG are all due to the mobile device : penetration and taking a portion of cake away from traditional PC market. : Think about it, who will benefit from this? Yes, the mobile device : manufactures. So I will make my bet on AAPL.
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b*******e 发帖数: 6389 | 3 Apple的商业模型不容易持久。IBM和微软最稳定,Google其次。做硬件的最后都要喝西
北风。
【在 p****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The ER misses of INTC, MSFT and GOOG are all due to the mobile device : penetration and taking a portion of cake away from traditional PC market. : Think about it, who will benefit from this? Yes, the mobile device : manufactures. So I will make my bet on AAPL.
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g***c 发帖数: 11523 | 4 股神,你又开始了?
年初qqq烧糊了
现在全回来了?
【在 p****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The ER misses of INTC, MSFT and GOOG are all due to the mobile device : penetration and taking a portion of cake away from traditional PC market. : Think about it, who will benefit from this? Yes, the mobile device : manufactures. So I will make my bet on AAPL.
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a***s 发帖数: 5417 | 5 Apple is the only one among your list of big four who is facing increasingly
bloody competition.
【在 p****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The ER misses of INTC, MSFT and GOOG are all due to the mobile device : penetration and taking a portion of cake away from traditional PC market. : Think about it, who will benefit from this? Yes, the mobile device : manufactures. So I will make my bet on AAPL.
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p****a 发帖数: 4829 | 6 QQQ broke 63 so I cut and quit for a few months.
【在 g***c 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 股神,你又开始了? : 年初qqq烧糊了 : 现在全回来了?
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p****a 发帖数: 4829 | 7 I agree, but I am only talking about 3-6 months time frame. Your point is
more about longer time frame which is not my focus.
【在 b*******e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Apple的商业模型不容易持久。IBM和微软最稳定,Google其次。做硬件的最后都要喝西 : 北风。
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p****a 发帖数: 4829 | 8 I agree with you, but I am only talking about 3-6 months time frame.
increasingly
【在 a***s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Apple is the only one among your list of big four who is facing increasingly : bloody competition.
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a***s 发帖数: 5417 | 9 It is not a good time to talk about 3-6 months now.
【在 p****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I agree with you, but I am only talking about 3-6 months time frame. : : increasingly
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a***s 发帖数: 5417 | 10 when you bought the first bag of aapl at 628, that was a right timing,
because a re-bounce was due. When it rebounded to 652, one shall either get
out or buy a put to protect. Now it came down again, no one knows if it is
going to rebound again. At least it became weaker after a short lived re-
bounce. It will at least re-test previous low.
【在 p****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The ER misses of INTC, MSFT and GOOG are all due to the mobile device : penetration and taking a portion of cake away from traditional PC market. : Think about it, who will benefit from this? Yes, the mobile device : manufactures. So I will make my bet on AAPL.
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p****a 发帖数: 4829 | 11 It is not a good habit to try to catch the real bottom. I have had bad
experience before.
BTW, I did get out at 648. I will consider to buy put to protect or sell
covered call if there is
any pre-er run. Thanks for the advice.
get
【在 a***s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : when you bought the first bag of aapl at 628, that was a right timing, : because a re-bounce was due. When it rebounded to 652, one shall either get : out or buy a put to protect. Now it came down again, no one knows if it is : going to rebound again. At least it became weaker after a short lived re- : bounce. It will at least re-test previous low.
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x*********n 发帖数: 28013 | 12 be different from...
From this list,
I like msft most. |
k**o 发帖数: 191 | 13 INTC is fine. It will be back at 23. GOOG and AAPL is good, but GOOG is
expensive, aapl is good at 630.
Price matters. |