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】
: 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.
|
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】
: 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.
|
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】
: 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.
|
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】
: 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.
|
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】
: 股神，你又开始了？
: 年初qqq烧糊了
: 现在全回来了？
|
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】
: 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。
|
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】
: Apple is the only one among your list of big four who is facing increasingly
: bloody competition.
|
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】
: I agree with you, but I am only talking about 3-6 months time frame.
:
: increasingly
|
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】
: 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.
|
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】
: 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.
|
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. |
