v****e
发帖数: 19471 | 1 价格不错。Siri & iCloud will add another $100--$200 to its value. |
a*********g
发帖数: 8087 | |
S********t
发帖数: 1600 | |
s***7
发帖数: 1644 | |
g*****u
发帖数: 14294 | 5 不错。捎带买点赵老师的爱闭爱母就奇齐活了。
继续烧新郎
【在 v****e 的大作中提到】
: 价格不错。Siri & iCloud will add another $100--$200 to its value.
|
v****e
发帖数: 19471 | 6 who is 赵老师？
【在 g*****u 的大作中提到】
: 不错。捎带买点赵老师的爱闭爱母就奇齐活了。
: 继续烧新郎
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v****e
发帖数: 19471 | 7 right. that goes without saying.
【在 s***7 的大作中提到】
: you forgot apple TV!
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g*****u
发帖数: 14294 | 8 赵析蜴
【在 v****e 的大作中提到】
: who is 赵老师？
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z***e
发帖数: 5600 | 9 不太期待AAPL反转。苹果的产品模式是真正的高风险高回报，这么大的公司还象一个
Startup
Jobs是一个无法估量的损失
虽然iphone4s卖得不错，虽然公司还有不少其他的成长空间，比如商业用户方面，另外
无数的现金
【在 v****e 的大作中提到】
: 价格不错。Siri & iCloud will add another $100--$200 to its value.
|
v****e
发帖数: 19471 | 10 yeah it is exactly like a start-up. that's why it can introduce breakthrough
product one after another. and that is exactly why I still buy it.
【在 z***e 的大作中提到】
: 不太期待AAPL反转。苹果的产品模式是真正的高风险高回报，这么大的公司还象一个
: Startup
: Jobs是一个无法估量的损失
: 虽然iphone4s卖得不错，虽然公司还有不少其他的成长空间，比如商业用户方面，另外
: 无数的现金
|
|
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z***e
发帖数: 5600 | 11 True. My concern is that Jobs as the CEO and the product selector has the
vision and unquestionable authority to operate it like a startup. When he
is gone, Apple may eventually be contaminated with the big company disease...
breakthrough
【在 v****e 的大作中提到】
: yeah it is exactly like a start-up. that's why it can introduce breakthrough
: product one after another. and that is exactly why I still buy it.
|
e****i
发帖数: 2152 | 12
their cash is not much when compared with the stock price.
cash is 7% of the stock price.
Some Chinese small cap has cash = stock price.
【在 z***e 的大作中提到】
: 不太期待AAPL反转。苹果的产品模式是真正的高风险高回报，这么大的公司还象一个
: Startup
: Jobs是一个无法估量的损失
: 虽然iphone4s卖得不错，虽然公司还有不少其他的成长空间，比如商业用户方面，另外
: 无数的现金
|
a*********g
发帖数: 8087 | 13 7%怎么来的？
【在 e****i 的大作中提到】
:
: their cash is not much when compared with the stock price.
: cash is 7% of the stock price.
: Some Chinese small cap has cash = stock price.
|
z***e
发帖数: 5600 | 14 They have about 80B in cash + short-term securities + long-term securities.
True the long-term securities are not exactly the same as cash but they
should be able to sell them and get cash back
【在 e****i 的大作中提到】
:
: their cash is not much when compared with the stock price.
: cash is 7% of the stock price.
: Some Chinese small cap has cash = stock price.
|
e****i
发帖数: 2152 | 15
securities
.
0.93b stocks float
80B cash = 22% stock price.
The cash value I saw must be from previous quarter.
【在 z***e 的大作中提到】
: They have about 80B in cash + short-term securities + long-term securities.
: True the long-term securities are not exactly the same as cash but they
: should be able to sell them and get cash back
|
z***e
发帖数: 5600 | 16 You are right about the cash & cash-equivalent number
But you left out the ~55B in marketable long term securities (treasuries,
MBS, corp bonds etc) which are under long-term assets
【在 e****i 的大作中提到】
:
: securities
: .
: 0.93b stocks float
: 80B cash = 22% stock price.
: The cash value I saw must be from previous quarter.
|
v****e
发帖数: 19471 | 17 your math is off.
【在 e****i 的大作中提到】
:
: securities
: .
: 0.93b stocks float
: 80B cash = 22% stock price.
: The cash value I saw must be from previous quarter.
|
r*****t
发帖数: 7278 | 18 vankie，are you still longing or shorting sina？and what‘s your plan for
this one.some of your fans are having trouble to follow you. |
v****e
发帖数: 19471 | 19 I haven't done any trading for almost two weeks. quite frankly, I don't need
fans and I don't care about anyone but myself.
【在 r*****t 的大作中提到】
: vankie，are you still longing or shorting sina？and what‘s your plan for
: this one.some of your fans are having trouble to follow you.
|
v****e
发帖数: 19471 | 20 added at 403
【在 v****e 的大作中提到】
: 价格不错。Siri & iCloud will add another $100--$200 to its value.
|
