s********n
发帖数: 1962 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: desertz (我所热爱的传说), 信区: Stock
标 题: 2008 Stock Market View (III)
发信站: BBS 未名空间站 (Thu Jan 10 20:56:29 2008)
Continuing with sectors.
Technology
It could be confusing that we put tech as a standalone sector. While a lot
of high-tech companies are selling to enterprises, many others are making
consumer products, so we can also categorize them into consumer product
sector. However, I think tech has something special so it is worth to treat
it separately.
I mentioned before | d*****z
发帖数: 114 | 2 Mid year check.
1. On tech as general. Generally I was right to say that tech would be
relatively fine in this economic slowdown. Besides the several trend
mentioned in (II), I also listed some other areas with good prosperity. But
I was way off on individual stocks (I didn't mention in my writing but did
had positions in) - SIGM on IPTV and SYNA on portable device. Both
underperformed due to individual problem or hedge fund manipulation. I think
they would come back, but still wrong in first pl
【在 s********n 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: desertz (我所热爱的传说), 信区: Stock
: 标 题: 2008 Stock Market View (III)
: 发信站: BBS 未名空间站 (Thu Jan 10 20:56:29 2008)
: Continuing with sectors.
: Technology
: It could be confusing that we put tech as a standalone sector. While a lot
: of high-tech companies are selling to enterprises, many others are making
: consumer products, so we can also categorize them into consumer product
: sector. However, I think tech has something special so it is worth to treat
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