g**********7
发帖数: 2026 | |
i**********2
发帖数: 1114 | |
S*****y
发帖数: 567 | |
r*g
发帖数: 155 | 4 Niu
【在 g**********7 的大作中提到】
: ＹＭＹＤ
|
g**********7
发帖数: 2026 | 5 if 7.25 hold today, MIPS will be 8 before ER
YMYD |
r*g
发帖数: 155 | 6 金猪，你觉得MIPS会beat吗?
http://www.fool.com/investing/general/2011/07/12/3-technology-c
--------------------------------------------------
Simply put, you'd be investing at the ground floor of a potential rocket
ride that should mirror that of ARM closely. MIPS chips are only now making
their way into Android phones and tablets, contributing to the company's
sales for the first time in the quarter that ended this March. There's no
denying the power of a first-mover advantage, but MIPS is starting from
exceedingly low expectations here after a couple of disappointing earnings
reports.
That gives investors a large margin of error and plenty of room to grow. You
can buy MIPS shares for less than 15 times trailing earnings today (yes,
the company is profitable) while ARM trades for nearly 100 times earnings.
Given that much of ARM's early success is already priced into the stock,
which chip technologist would you rather own? |
g**********7
发帖数: 2026 | 7 俺不赌ＥＲ了，不过短期ＴＡ趋势明显。看收盘吧，可能是最近半年真正的一次突破
making
【在 r*g 的大作中提到】
: 金猪，你觉得MIPS会beat吗?
: http://www.fool.com/investing/general/2011/07/12/3-technology-c
: --------------------------------------------------
: Simply put, you'd be investing at the ground floor of a potential rocket
: ride that should mirror that of ARM closely. MIPS chips are only now making
: their way into Android phones and tablets, contributing to the company's
: sales for the first time in the quarter that ended this March. There's no
: denying the power of a first-mover advantage, but MIPS is starting from
: exceedingly low expectations here after a couple of disappointing earnings
: reports.
|
l******s
发帖数: 1276 | 8 查了一圈突然发现，基于MIPS的GSM手机在大陆月出片超过1kk了。。。
这个消息比较爆炸。。。
【在 g**********7 的大作中提到】
: ＹＭＹＤ
|
g**********7
发帖数: 2026 | 9 １Ｍ？
【在 l******s 的大作中提到】
: 查了一圈突然发现，基于MIPS的GSM手机在大陆月出片超过1kk了。。。
: 这个消息比较爆炸。。。
|
l******s
发帖数: 1276 | 10 对 CT1128， 7月出片预计超过 1kk
【在 g**********7 的大作中提到】
: １Ｍ？
|
g**********7
发帖数: 2026 | 11 good,早盘的大笔买单是半年内都没有见到的，不过不知道是否是ＦＡＳＴ ＭＯＮＥＹ
【在 l******s 的大作中提到】
: 对 CT1128， 7月出片预计超过 1kk
|
