i*********n
发帖数: 5465 | 1 虽然销售不算太多
但是马金实在是不得了
和三星的决裂不知道接下来会怎么走。感觉今年苹果供货一直不怎么供的上。
应该不是demand的问题而是supply问题
现在iphone 5 供货上来了，却卖不出去了。Cook 真是悲剧。
下一步多尺寸iphone 必须得出来了。 |
f****r
发帖数: 5118 | 2 Apple这种封闭型的技术，缺少创新大脑之后，肯定会在众狼的持续攻击下，渐渐衰落
，重新走1985年的路，当年那个卖百事可乐的CEO也不比Cook差。 |
i*********n
发帖数: 5465 | 3
I think company is larger than the CEO.
【在 f****r 的大作中提到】
: Apple这种封闭型的技术，缺少创新大脑之后，肯定会在众狼的持续攻击下，渐渐衰落
: ，重新走1985年的路，当年那个卖百事可乐的CEO也不比Cook差。
|
u**********n
发帖数: 8905 | 4 开发一种为gay设计的产品，估计是cook的强项。
【在 f****r 的大作中提到】
: Apple这种封闭型的技术，缺少创新大脑之后，肯定会在众狼的持续攻击下，渐渐衰落
: ，重新走1985年的路，当年那个卖百事可乐的CEO也不比Cook差。
|
i*********n
发帖数: 5465 | 5
Personally I think AAPL's current valuation is not very bad
GOOG has a PE of 22
AMZN has a PE of XXXX shit
DELL has a PE of 8.3
HP has a PE of negative
MSFT has a PE of 14.5
while AAPL has a PE of 11.35
ultimately it comes down to sales number and margin.
【在 u**********n 的大作中提到】
: 开发一种为gay设计的产品，估计是cook的强项。
|
p*********b
发帖数: 57 | 6
with additional 2% dividend, it will come back. I sold a couple of PUTs
today and ready to pick some apples at $500.
【在 i*********n 的大作中提到】
:
: Personally I think AAPL's current valuation is not very bad
: GOOG has a PE of 22
: AMZN has a PE of XXXX shit
: DELL has a PE of 8.3
: HP has a PE of negative
: MSFT has a PE of 14.5
: while AAPL has a PE of 11.35
: ultimately it comes down to sales number and margin.
|
