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b*****l
发帖数: 161 | 1 ALU has made strong move in the last three days. It will form a very bullish pattern once cross over MA50 line. It also has good institution support in the last 3 quarters.
But can some one familiar with the industry or company help with the
following questions?
1. Why the EPS estimate is close to zero or negative for the next two
quarters?
2. Any near term risk with ALU? Soros was among the big holders of ALU. But it seems that he sold out on March 31st.
I understand the current driving force (new technology and antenna release).Please share your thoughts. | j********e
发帖数: 1192 | 2 ALU亏损了好几年了，近2个quarter算是万年loser翻身。
现在就是爱立信，ALU这些抢占4G的新市场，看谁的份额抢的多啦。
电信公司一个特点就是Q1特难看，Q4最好看，因为大家总是拖到Q4才下单
bullish pattern once cross over MA50 line. It also has good institution
support in the last 3 quarters.
But it seems that he sold out on March 31st.
).Please share your thoughts.
【在 b*****l 的大作中提到】
: ALU has made strong move in the last three days. It will form a very bullish pattern once cross over MA50 line. It also has good institution support in the last 3 quarters.
: But can some one familiar with the industry or company help with the
: following questions?
: 1. Why the EPS estimate is close to zero or negative for the next two
: quarters?
: 2. Any near term risk with ALU? Soros was among the big holders of ALU. But it seems that he sold out on March 31st.
: I understand the current driving force (new technology and antenna release).Please share your thoughts.
| b*****l
发帖数: 161 | 3 谢谢答疑,上个Q4果然金鸡独立。总体今年EPS估计比去年要好看的多。
这两天lightRadio 和FP3 400G networkprocessor雷声很大，借势上车等金叉。
【在 j********e 的大作中提到】
: ALU亏损了好几年了，近2个quarter算是万年loser翻身。
: 现在就是爱立信，ALU这些抢占4G的新市场，看谁的份额抢的多啦。
: 电信公司一个特点就是Q1特难看，Q4最好看，因为大家总是拖到Q4才下单
:
: bullish pattern once cross over MA50 line. It also has good institution
: support in the last 3 quarters.
: But it seems that he sold out on March 31st.
: ).Please share your thoughts.
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