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发帖数: 2252 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: rig (line of least resistance), 信区: Stock
标 题: Re: 看现在这涨幅, MIPS肯定beat
发信站: BBS 未名空间站 (Thu Jul 21 10:25:28 2011, 美东)
Let's wait and see on 7/26
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http://www.fool.com/investing/general/2011/07/12/3-technology-c
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Simply put, you'd be investing at the ground floor of a potential rocket
ride that should mirror that of ARM closely. MIPS chips are only now making
their way into Android phones and tablets, contributing to the company's
sales for the first time in the quarter that ended this March. There's no
denying the power of a first-mover advantage, but MIPS is starting from
exceedingly low expectations here after a couple of disappointing earnings
reports.
That gives investors a large margin of error and plenty of room to grow. You
can buy MIPS shares for less than 15 times trailing earnings today (yes,
the company is profitable) while ARM trades for nearly 100 times earnings.
Given that much of ARM's early success is already priced into the stock,
which chip technologist would you rather own?
Both companies report results on July 26 -- ARM in the morning and MIPS at
night. We'll hear more about MIPS' Android uptake, and I think it'll be good
news this time. |
