L****n
发帖数: 12932 | 1 俺给他上个长点的套子。 慢慢跑着吧。
酒馆， 昨晚没说错吧。 |
b******r
发帖数: 16603 | 2 还是借了apple引领的tablet市场强势
Android tablets估计也会跟android phones一样超越ipad市场份额。
市场增加，双赢的局面。
芯片方面BRCM/MRVL/NVDA，大家都有空间。 |
i*****n
发帖数: 130 | 3 Android Tablet is WAYYYYYYYY behind iPad. It will not surpass iPad market
within next 2 years at least (with all players added up). iPad is pretty
much dominant in this newly defined market segment.
And guess what, rumors of iPad 2 is coming soon, rumors of new Ads business
for AAPL based on iPad ecosystem. There are lots to play on iPad. The
competitors are just way too behind.
【在 b******r 的大作中提到】
: 还是借了apple引领的tablet市场强势
: Android tablets估计也会跟android phones一样超越ipad市场份额。
: 市场增加，双赢的局面。
: 芯片方面BRCM/MRVL/NVDA，大家都有空间。
|
L****n
发帖数: 12932 | 4 blasting off in late market. kaboom! |
c*********o
发帖数: 8367 | 5 wosai, missed again...5555. just back from consulate to get my new passport.
【在 L****n 的大作中提到】
: blasting off in late market. kaboom!
|
b******r
发帖数: 16603 | 6 我还是认为市场足够大，两者可以共存，不必捧一家打压一家。
Android phone追iphone的速度也是摆在那里的。
business
【在 i*****n 的大作中提到】
: Android Tablet is WAYYYYYYYY behind iPad. It will not surpass iPad market
: within next 2 years at least (with all players added up). iPad is pretty
: much dominant in this newly defined market segment.
: And guess what, rumors of iPad 2 is coming soon, rumors of new Ads business
: for AAPL based on iPad ecosystem. There are lots to play on iPad. The
: competitors are just way too behind.
|
i*****n
发帖数: 130 | 7 Well, from stock perspective, I am actually bullish on both MOT and AAPL.
What I meant to say, is not the Android players (MOT, SSUNG, HTC etc) will
not catch some shares (they will ultimately just like in the phone area),but
AAPL is going to be the dominant pad/tablet player and continue as a "
fashion brand" here for at least another 2 years or more.
It's going to be very lucrative profits for AAPL in the next couple of years.
【在 b******r 的大作中提到】
: 我还是认为市场足够大，两者可以共存，不必捧一家打压一家。
: Android phone追iphone的速度也是摆在那里的。
:
: business
|
c*********o
发帖数: 8367 | 8 where does that 2 years come from?
but
years.
【在 i*****n 的大作中提到】
: Well, from stock perspective, I am actually bullish on both MOT and AAPL.
: What I meant to say, is not the Android players (MOT, SSUNG, HTC etc) will
: not catch some shares (they will ultimately just like in the phone area),but
: AAPL is going to be the dominant pad/tablet player and continue as a "
: fashion brand" here for at least another 2 years or more.
: It's going to be very lucrative profits for AAPL in the next couple of years.
|
i*****n
发帖数: 130 | 9 An estimation of R&D development plus marketing/branding cycles; a similar
delta has been observed on the iphone side (in fact even a bit longer).
To be on a conservative side, iPAD is going to dominate (or significantly
lead) for at least another 2 years.
【在 c*********o 的大作中提到】
: where does that 2 years come from?
:
: but
: years.
|
c*********o
发帖数: 8367 | 10 thanks, although I still don't quite know where can we find that delta. hehe
【在 i*****n 的大作中提到】
: An estimation of R&D development plus marketing/branding cycles; a similar
: delta has been observed on the iphone side (in fact even a bit longer).
: To be on a conservative side, iPAD is going to dominate (or significantly
: lead) for at least another 2 years.
|
L****n
发帖数: 12932 | 11
又是late surge, 搞什么搞。就不能爽一点吗？
【在 L****n 的大作中提到】
: blasting off in late market. kaboom!
|
