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发表于 2011-8-20 02:00 PM | 显示全部楼层


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You call HP giving up on touchpad as capitulation to Apple?
seriously, are you kidding me?

Anythought that touchpad would challenge ipad is a joke.

I thought you mean HP is considering to sell its PC division. But apparently you disappoint me, again.
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 楼主| 发表于 2011-8-20 02:59 PM | 显示全部楼层
Tablet will be much bigger and better business than PC. I'm sorry if you can't see that simple trend. Perhaps you don't have children or women in your home?

A few months ago you railed against my take on apps. Now everyone will even deliver OS over the apps store. Apple has already started, and Microsoft won't be far behind. Tablets fit perfectly in this app centric environment, thus allowing hardware manufacturer an endless stream of high margin incomes. That's why tablet market matters so much.

But HP chose instead to give up this lucrative market, if that's not capitulation, then what is it?
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发表于 2011-8-20 04:14 PM | 显示全部楼层
if you wanna get personal, bring it on.

To prove tablet has 'much bigger and better business than PC', you have to wait. Right now you cannot say it for sure.

Do you really think HP touchpad would challenge when it debuts? If so, you are a moron.
end of story.
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发表于 2011-8-20 04:16 PM | 显示全部楼层
again, don't fucking think you are right all the time, on every perspective, especially on FA side.

99.9% of individuals are deadly wrong on FA, I don't see you are an exception.
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 楼主| 发表于 2011-8-22 02:06 AM | 显示全部楼层
HP这手厉害,看来马上要发生全面价钱战了,谁的股票都不会有好下场。

微软和狗狗虽然不能马上获胜,但可以像司马懿对付孔明那样把教主给拖死!

明天卖掉80%的苹果,加仓QCOM,考虑买回NVDA。ARMH,TSM可能都有戏,需要作点功课。

点评

Good call. Thank you very much.  发表于 2011-8-26 10:11 AM

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 楼主| 发表于 2011-8-24 10:37 PM | 显示全部楼层
dividend_growth 发表于 2011-8-22 03:06
HP这手厉害,看来马上要发生全面价钱战了,谁的股票都不会有好下场。

微软和狗狗虽然不能马上获胜,但可 ...

周一尾盘出掉80%的AAPL真是正确啊!

GOOG, MSFT, DELL strong buy (after this correction is over)!!!
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 楼主| 发表于 2011-8-24 11:08 PM | 显示全部楼层


默哀3分钟。
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发表于 2011-8-24 11:22 PM | 显示全部楼层
dividend_growth 发表于 2011-8-24 23:37
周一尾盘出掉80%的AAPL真是正确啊!

GOOG, MSFT, DELL strong buy (after this correction is over)! ...

Monday or Tuesday?
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发表于 2011-8-25 01:56 AM | 显示全部楼层
dividend_growth 发表于 2011-8-24 23:37
周一尾盘出掉80%的AAPL真是正确啊!

GOOG, MSFT, DELL strong buy (after this correction is over)! ...

NOK? NVDA? ARMH? 能买吗?
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