b****y
发帖数: 1010 | 1 I put GOOG, call BIDU this morning.
tomorrow, we will see. |
|
b****y
发帖数: 1010 | 2 sell GOOG put.
maybe a little bit earlier. But I am satisfied. |
|
h*****n
发帖数: 924 | 3 很大的可能性是只攒一些bargaining power对抗govt，现在人人看好中国，犯不上为原
则牺牲长期利益。
较小的可能性是真的坚持原则，但即使如此，长期来看google总会走强的，这算是个sh
ock，适合买入，短期大不了下跌。
不是不相信goog讲原则，而是google在商言商，坚持了信仰没人直接捐钱（如NGO）。赌
一把。 |
|
s*******g
发帖数: 1323 | 4 靠，不过借此颠覆我们伟大的祖国吧？赶紧到goog门口送有中国特色的花圈去。 |
|
f****r
发帖数: 5118 | 5 我还没有搞清楚，GOOG推出中国，中国有什么要害怕的？ |
|
h*********e
发帖数: 170 | 6 vankie is too naive on this thing. Censorship has been there for years. If
it is not reason stop it doing the business at the first day, why is it the
exact reason today?
How dare a company acts like a goverment agency without any support from its
own government? Don't tell me that GOOG has the spirit to stand up against
Chinese censorship and blalalala. Why they didn't stand up when they thought
they were going to profit from Chinese market. A piece of shit! |
|
c*****k
发帖数: 2080 | 7 这两天在股版跑题比较多，不好意思。share个小夜鸡FA,，对与不对，说说俺对BIDU股
价的看法。
如果说bidu能take google走后遗留market share的2/3，那就是看bidu revenue增加30
%, BIDU 现在的margin我查到的是32.9%，但新增revenue的运营成本增加肯定比较少，
所以总算下来bottom line增加将会更多，估计会有50%以上。
也就是说如果维持PE不变的话，那么股价应该提升50%左右。
但这个事情又不是板上钉钉了，如果take 50%的可能的话，bidu的股价应该涨25%左右
。BIDU在出这个news前的股价是$385，so far涨了20%左右了。
长期说，由于竞争对手的消失，可以预期BIDU的研发投入可以减少，定价优势提升。所
以总起来说，GOOG的撤出对BIDU的利好不是一般的大。 |
|
c****o
发帖数: 384 | 8 互联网收紧如同扫黄，关键是rule不是结果。天天扫黄并未影响淫民的性福。baidu不
会关门，是不是能一口都吃下，不知道。
goog就是一自以为是的二蛋，富翁做久了，以为自己是贵族了。搞不好，这次的好处不
仅仅是在中国的企业独享的。我看msft也在暗爽。 |
|
t*****e
发帖数: 2206 | 9 您老显然不了解goog
change. yes we can. |
|
c*********t
发帖数: 2921 | 10 Everything is possible in stock market.
Maybe Goog jump to 100000, maybe bidu goes to 0. Who knows?
The key point is to have bold imagination.
Who ever think of BIDU jump from 38x to 46x last week?
Who ever think of 2008 a big bear?
Who ever think of 2009 a big bull?
Let's dream, let's imagine.
This is the only way to make money from stock market. |
|
r*m
发帖数: 16380 | 11 GOOG made huge mistake on China, I doubt how far it can go. |
|
r*m
发帖数: 16380 | 12 goog's price is about expectations.
expectation on expending to China, India, etc at least worth $100. |
|
|
y******z
发帖数: 491 | 14 赌goog er不如赌mcd，呵呵，前两天Credit Suisse给他家背书，而且看着是个收缩三
角突破在即的图。。 |
|
r*m
发帖数: 16380 | 15 you are lucky!
don't touch losers like GOOG. |
|
l*******r
发帖数: 3799 | 16 出来啦
GOOG也从不发outlook, 估计没戏了。。 |
|
r*m
发帖数: 16380 | 17 After that stupid news about abandoning china, GOOG is simply hopeless in the
near future.
In the past 30 years, whoever bet against China can only lose money, period. |
|
s*******h
发帖数: 375 | 18 到500再进场。GOOG其实没有那么牛了。它的竞争太多了， |
|
|
n******6
发帖数: 1829 | 20 【 以下文字转载自 SanFrancisco 讨论区 】
发信人: threeGe (三个代表:水表电表煤气表), 信区: SanFrancisco
标 题: GOOG要跌到$550去啦
发信站: BBS 未名空间站 (Thu Jan 21 16:14:38 2010, 美东)
虽然刚刚出来的earning很好嘛... |
|
a*o
发帖数: 222 | 21 GOOG 4Q EPS $6.13 低于 Yahoo 上面的 $6.50 |
|
B***t
发帖数: 24 | 22 GOOG 450
AAPL 150
GS 130
比较以往的牛市，以上是俺对三大头这次回调的大致目标。
设了埋伏买单，看看谁先到。 |
|
s*********8
发帖数: 334 | 23 they will dump 10M GOOG shares |
|
|
s*******g
发帖数: 1323 | 25 除非以后美国政府给他点大甜头做回报，否则我坚决要求给goog发脑残国
际证书！ |
|
l*******r
发帖数: 3799 | 26 GOOG做事向来比较激进，也不象wall street低头，所以这次的事情也并不奇怪。 |
|
s*******g
发帖数: 1323 | 27 大牛你说长期看的话goog还能起死回生不？我现在也被搞的血流不止阿。
不奇怪。 |
|
|
|
|
|
s*********8
发帖数: 901 | 32 Well well, we can earn money from it. But if you think goog is worth 5xxa
share, that's really a problem, as AIG promised "to return every penny to
taxpayers". I am keeping my eyes on it. |
|
w*******o
发帖数: 6125 | 33 Believe or not, $500 GOOG is "cheaper" than $5 C |
|
s*********8
发帖数: 901 | 34 we will see it when goog meltdowns. That will happen when printing money is
not working any more. |
|
r*m
发帖数: 16380 | 35 ever since that stupid episode of quitting China, I don't think GOOG can go
very high. |
|
g*****u
发帖数: 14294 | 36 3月10号之前搞定。
准备下周一烧GOOG 长百度。 |
|
w****l
发帖数: 6122 | 37 股价没什么意义吧，随便reverse split就超过了。
BIDU的总市值还是远小于GOOG的。 |
|
|
l*******r
发帖数: 3799 | 39 AAPL -> 180 (head & shoulder) / GOOG -> 500 (bear flag breakdown)
您说呢？ |
|
h****n
发帖数: 1546 | 40 AAPL -> 120 / GOOG -> no clue |
|
|
O****L
发帖数: 3353 | 42 GOOG 是要下来了,
可是AAPL 还要冲. |
|
c**********e
发帖数: 2007 | 43 From chart, GOOG correct to 500 is highly likely. |
|
e*n
发帖数: 1511 | 44 他就是想说，以前MS INTL cash比较多，现在AAPL,GOOG露出来了 |
|
b*******e
发帖数: 24532 | 45 才刚刚开始，现在的GS = 532时候的GOOG |
|
|
|
b*******e
发帖数: 6389 | 48 快则这个月，慢则下个月。
不管是BIDU涨还是GOOG跌，总之很快交叉。 |
|
b*******e
发帖数: 6389 | 49 盘前GOOG 570, BIDU 571
纪念一下。 |
|
w*******o
发帖数: 6125 | 50 这个Pinning到底是先有鸡,还是先有蛋?
到底有没有庄家，如果没有，是合力形成的Pinning?
但GOOG几乎每个OE都这么搞，也太巧了吧? |
|
