y*****l
发帖数: 5997 | 1 NOOK电子书不错，要不要捞点BKS？
http://finviz.com/screener.ashx?v=341&t=BKS
(*BKS*) 13.38 -4.06 (-23.28%) : 第2季(10月为止)每股亏损0.11美元，较分析师预
期的盈余0.15美元差了0.16美元；营收减少0.6%，为18.9亿美元，分析师预期19.8亿美
元。公司预估全年EBITDA将落在2.1-2.5亿美元区间的低档。
公司将大举投资，加强扩大客源，带动电子书NOOK成长，这些投资主要包括NOOK产品的
促销活动与广告。 | t******g
发帖数: 462 | 2 NOOK vs Kindle
BKS vs AMZN
Both are selling the reader at discount. If BKS wants to compete with AMZN
on e-reader market, I doubt they can make any profit in the near future.
IMHO, short-term trade is fine, long term ...
【在 y*****l 的大作中提到】
: NOOK电子书不错，要不要捞点BKS？
: http://finviz.com/screener.ashx?v=341&t=BKS
: (*BKS*) 13.38 -4.06 (-23.28%) : 第2季(10月为止)每股亏损0.11美元，较分析师预
: 期的盈余0.15美元差了0.16美元；营收减少0.6%，为18.9亿美元，分析师预期19.8亿美
: 元。公司预估全年EBITDA将落在2.1-2.5亿美元区间的低档。
: 公司将大举投资，加强扩大客源，带动电子书NOOK成长，这些投资主要包括NOOK产品的
: 促销活动与广告。
| y*****l
发帖数: 5997 | 3 BKS公司将大举投资，加强扩大客源，带动电子书NOOK成长，这些投资主要包括NOOK产
品的促销活动与广告。
我要买也是短线。NOOK很多人都没听说过，促销很有必要，谁先占领市场谁笑到最后。
如果以看电子书为主的话，Kindle强些，BKS的书库不能和AMZN的比。以玩为主的话，
我个人比较喜欢NOOK Tablet，觉得硬件方面做得好，比Fire强。
http://finviz.com/screener.ashx?v=341&t=BKS,AMZN
【在 t******g 的大作中提到】
: NOOK vs Kindle
: BKS vs AMZN
: Both are selling the reader at discount. If BKS wants to compete with AMZN
: on e-reader market, I doubt they can make any profit in the near future.
: IMHO, short-term trade is fine, long term ...
| y*****l
发帖数: 5997 | 4 反弹很猛，可惜了。
【在 y*****l 的大作中提到】
: NOOK电子书不错，要不要捞点BKS？
: http://finviz.com/screener.ashx?v=341&t=BKS
: (*BKS*) 13.38 -4.06 (-23.28%) : 第2季(10月为止)每股亏损0.11美元，较分析师预
: 期的盈余0.15美元差了0.16美元；营收减少0.6%，为18.9亿美元，分析师预期19.8亿美
: 元。公司预估全年EBITDA将落在2.1-2.5亿美元区间的低档。
: 公司将大举投资，加强扩大客源，带动电子书NOOK成长，这些投资主要包括NOOK产品的
: 促销活动与广告。
| y*****l
发帖数: 5997 | 5 http://blogs.barrons.com/techtraderdaily/2011/12/02/amazon-fire
Amazon Fire In Second Place Behind iPad, Says iSuppli.PANL Under Pressure:
Gabelli Says Corning Worries Overblown
By Tiernan Ray
Research firm IHS iSuppli this morning opines that Amazon.com’s (AMZN) “
Kindle Fire” tablet computer is “already shaking up the market” for
tablets and e-book readers after just two weeks on the market.
The firm expects Amazon will ship 3.9 million units of the Fire this quarter
, putting it in second place in “media tablets” behind Apple (AAPL), which
the firm expects will ship 18.6 million units of the iPad this quarter.
That would make the split between Apple and Amazon roughly 66% and 14%.
Samsung Electronics (SSNLF) should come in third place with its “Galaxy”
brand of tablets, at 1.4 million units, and Barnes & Noble (BKS) may come in
fourth with 1.32 million shipments of its “Nook Tablet.”
iSuppli notes that Amazon is willing to take a loss on the tablet — a fact
the iSuppli documented with its “tear down” of the Fire. Other are
pursuing price as a tactic to combat Apple as well.
Barnes & Noble yesterday said it would spend heavily to promote the $249
Nook Tablet, which is below the $499 starting price of the iPad.
And Research in Motion (RIMM) this morning cut its financial outlook, saying
that it will rely heavily on “promotions” to boost flagging sales of its
“PlayBook” tablet computer.
iSuppli speculates Apple may position the existing iPad as a lower-priced
SKU in future:
While Apple remains dominant in the media tablet market, speculation is rife
that the company will respond to the Kindle Fire’s aggressive pricing with
a lower-cost version of the iPad. A far more likely scenario is that Apple
also may reduce the pricing on the iPad 2 when the company introduces the
iPad 3. This will provide a value alternative for entry-level users in the
same way that the company continued to offer the iPhone 3 when it rolled out
the iPhone 4. This approach would allow Apple to maintain its target profit
margins on both the iPad 3 and the iPad 2, while offering end-users an ever
-expanding family of products.
http://finviz.com/screener.ashx?v=311&t=AAPL AMZN BKS
Samsung Electronics Co. Ltd. (SSNLF.PK). |
|
