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h*********r
发帖数: 25 | 2 俺家真没什麽值钱的东西。
http://my.backchina.com/chineseblog/201101/user-281763-message-
11：13：
有人敲门，敲门声音很大，持续了2 分多钟，俺在书房里，以为是贩卖的，懒得理她。
过了一会儿，她开始按门铃。 俺从窗口看了一眼，是个穿红衣服的小个子女人。
她也正好离开了，俺没看见脸。她上了一辆蓝色小车。
11：23
突然，听见很大的声音，象是东西掉在地上。俺赶快出了书房，来到厅里，
看见两男的，小个子，正在撬后院的门。俺“急中生智”，用中文大喊了一声，“你们
想干吗?"
那两人看见俺，撒腿就跑。俺拧门想追出去，但门却打不开，赶紧从后窗口向车道上看
，是那辆蓝色小车，车马上开跑了，没来得及计车牌。
11：24：
called 911. 给警察打电话。
11：44：
一白 一黑 两警察 来了。 问了经过。警察叔叔还夸俺真勇敢，但说不应该想追出去，
会很危险的。
11：50:
又一白人女警察到来，拍照，取指纹。女警察说俺挺幸运的，没什么损失。
12：00:
俺想了半天，俺家里真没有生麽值钱的东西呀。小偷太猖狂了，俺有点后怕。人... 阅读全帖 |
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s******v
发帖数: 4495 | 4 could u pls elaborate it a little bit? what's the difference btwn ip license
and arch license. i am not working in this field, like to be educated.
from what i read, arm insists that they will have huge benefit on top of
smartphone popularity.
1) high royalties because multip-core,
2) high royalties bcoz % of chip revenue
you can see in my post, arm expects to receive 0.4-0.5/smartphone vs 0.02-0.
03/simple phone. |
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L****n
发帖数: 12932 | 6 SIGM basically not able to withstand market correction, but it's too late to
sell because it's at multi-month low. i would cut if it drop and close
below $10. most likely it'll rebound with the market the next couple day.
consider selling around 11. 20 if the rebound is weak.
SIRI is strong. hold or add half of the position here till ER. |
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L****n
发帖数: 12932 | 8 i'm very puzzled about this one as well. There has to be something that we
don't know.
good thing i just loaded some calls, and March expiration, so the game is
still long.
Possible cause:
simply run too long and too high, correction along with the market.
rumors about IPAD chips, there are hundreds
QCOM got a beating today, their business modal are very similar. |
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L****n
发帖数: 12932 | 9
前面有一段时间的consolidation，没看见有什么出货的迹象， 这个更象是和ipad有关
。当然也不排除拉高出货。 |
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L****n
发帖数: 12932 | 10 this is just freaking amazing. the heavy wash off did it's trick. gap up and
a powerful 10% run up will leave all those washed out far behind. Nobody
even dare to enter the at the money call. last time i check the $10 call
volume is just 1! |
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E*******r
发帖数: 2723 | 12 参赛ID: FTSCI
参赛picks: SVM(long 80%), NEP(long 20%)
参赛ID: lightnight
参赛picks: ENER(long 50%), BKS(long 50%)
参赛ID: skyhjy
参赛picks: IVN(long 100%)
参赛ID: babycrynot
参赛picks: DRYS(long 100%)
参赛ID: Badcompany
参赛picks: BIDU(long 50%), F(long 50%)
参赛ID: rim
参赛picks: STP(long 50%), BIDU(short 50%)
*参赛ID: laridoff
参赛picks: NEP(long 60%), APT(long 40%)
参赛ID: poguy
参赛picks: PCX(long 100%)
参赛ID: hometh
参赛picks: DAI(long 100%)
参赛ID: mayoutu
参赛picks: T(long 100%)
参赛ID: REFFOMBI
参赛picks: ARMH(long 100%)
参赛ID: Li |
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N*******s
发帖数: 563 | 13 nakedboss
armh long 100% |
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f**********r
发帖数: 2137 | 15 aren't we talking about ARMH??? |
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s******v
发帖数: 4495 | 16 A4肯定是ARM，不知道是哪款core. ARMH CEO在一个interview里面被问到iPad，回答是
"Well I'm actually not going to talk specifically about Apple. What they've
done over the last week is introduce a new product category which we see as
a great opportunity. The whole mobile computing,
internet connected devices area is an area of huge growth potential for us
over the next three to five years."
这个就等于yes了。 |
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N*******s
发帖数: 563 | 17 我上周选股竞赛就选了armh，第19名，其实长期来看arm这个公司还是不错的。
code |
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g*****u
发帖数: 14294 | 19 Apple有必要这么做吗？
你看那个twitter讲的扯淡收购理由，大大降低可信度! |
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s*******t
发帖数: 224 | 23 管这么多
只要有人相信，我们就愿意借东风把他炒上去。 |
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p********9
发帖数: 3732 | 25 有时候这个rumor害死人，写rumor的人自己得什么好处了，难道是雇佣军？
他们不知道每天有千万人在看这些rumor么？ |
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f*******e
发帖数: 1161 | 26 做做预习，请教大牛，
熊转牛时候，该如何选股？
F/C/AMR/AAPL/ARMH/IRE可买么？ |
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r******o
发帖数: 1530 | 27 F, Yes
C, No
AMR, not sure, ask you kong bah
APPL, Yes
ARMH, Yes
IRE, No |
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f*******e
发帖数: 1161 | 28 feelalone
ARMH, short, 100%
5 |
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M****7
发帖数: 324 | 29 参赛ID: Mars27
Pick，Long/Short,权重比；ARMH 100% long
选股理由: good to go
是否持有，或将持有以上股票 (是/否)：no |
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m****l
发帖数: 342 | 30 I WILL THINK ARMH WILL DOUBLE THE CURRENT PRICE IN THE NEXT TWO YEARS. |
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m****l
发帖数: 342 | 31 I think NVDA decline because of APPL drops it chipset for new version of
Macs. and also because of NVDA earning report.
maybe 10% is possible in short. 20% hard to see.
maybe you are right.
if you did not loss money on NVDA, why not just draw your money and invest on something else like ARMH for long term |
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j*****7
发帖数: 4348 | 34 我是根本看不懂， 不过我知道原贴作者的tracking record还不错， 转过来请大家分
析一下。 |
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s******v
发帖数: 4495 | 35 ARC？是被Virage Logic买的那个？后来又被Synopsis买了? |
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J2
发帖数: 104 | 37 现在android很流行，android手机用的是arm芯片么？ |
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s******v
发帖数: 4495 | 38 android全是arm chip，intel port了android到atom上，不过目前还没有一个大厂用
atom作手机，最早是2011年初有产品。 |
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l******s
发帖数: 1276 | 40 License分好几种， hard core, soft core, instruction set arch...
价格差别大了。。。
ARM真正赚钱的事 hard core license.. 但是大公司都只用soft core.或者
instruction arch... |
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s******v
发帖数: 4495 | 41 写的好。
这个hard core, soft core and instrusction set，收费差距有多大啊？我看的是，
revenue的1%-2%。
不过新的IP royality会在2-3年后才到，这个chip design需要个周期。 |
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s******v
发帖数: 4495 | 42 这个MIPS如何啊？我看他们现在，在手机上下了很大功夫，从技术上讲，MIPS和ARM有
很大差距吗？
cortex,
license
OMAP |
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s******v
发帖数: 4495 | 43 所以margin高，ceo的目标是op. margin会在45%左右。 |
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y***f
发帖数: 508 | 44 license + royalty
soft core要比hard core贵很多，只是量没有hard core大 |
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l******s
发帖数: 1276 | 45 INTC的最大问题是左右互搏， ATOM吃掉了好多笔记本芯片市场，本身ATOMmargin比笔
记本的底多了。。。
当年买StrongARM也是一个道理，防止左右互搏。。。
买了INF基带，用了低端ARM（7，9，11）。但是以后怎么办， 如果用Cortex，不又是
被ARMH掐了脖子？ 吧ARM换ATOM难度不小。。。
光有基带，没有AP还是不行，margin太低， 如果Atom(AP)+INF（BP),不知道这样的SoC
能不能做出来，要是能搞出来，还是很有市场的。。。 |
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m****l
发帖数: 342 | 46 why ARMH hits new hight?
I thought INTC bought Infineon, should go higher.but it's competitor goes
higher again. |
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c*******d
发帖数: 1763 | 47 INTC acquired some other mobile chip company several years ago with high
premium but for some reason it didn't run well and was sold as a huge mark
down in maybe 2007?? So concensus is cautious about how well INTC can run
Infineon this time. And if it doesn't go well again, ARMH will take the
market share. |
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w*****u
发帖数: 4768 | 49 Sorry, MRVL. 他家最近好像搞了个car navigation的解决方案，不是直接生产GPS |
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b******r
发帖数: 16603 | 50 BRCM is a gps chip leader...BRCM bought Global locate and its chip is in
AAPL's
i-whatever lines. I dunno about MRVL's gps chip... |
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