h********e
发帖数: 207 | | r******o
发帖数: 1530 | | f***h
发帖数: 485 | 3 reason, please.
【在 r******o 的大作中提到】
: 我劝你不要
| r******o
发帖数: 1530 | 4 fundamentally,
1. no revenue, EMC is not ordering more drives untill late 2010 (expected)
2. time is not on STEC side, if sales are not picking up in the second half,
peer competition will drive the profit margin down going forward, although
CEO says "no pressure anywhere".
3. valuation: if we still believe 1.2 EPS for entire 2010, although STEC
itself expects a -0.1 EPS in the Q1, using a trailing P/E ratio 8, today's
price should be 9.6, which is already priced in, don't see much up side here.
【在 f***h 的大作中提到】
: reason, please.
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