苹果专题

dividend_growth

修改一下，不看坏ARMH了。

dividend_growth

狗狗最近的I/O会上显出了些实力，果果不快拿出点惊人的东西出来，马上会被Android那帮子追上了。要是Amazon也入伙Android，爱怕的好日子将会收到严重挑战。

dividend_growth

没有果果的可以买点了；

已经有的可再等等。

MLat42

dividend_growth 发表于 2011-5-16 20:08
没有果果的可以买点了；

已经有的可再等等。

你不觉得这次调整会去200ma 吗？

dividend_growth

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觉得价格差不多就行了，不要追求完美。

面瓜

今天抄底的人太多了........谁抬轿阿！？

dividend_growth

http://www.businessweek.com/tech ... 20110513_000516.htm

The iPad and iPhone Expand Apple's Enterprise Reach

Of all ActiveSync-capable smartphones activated by its 320,000 enterprise customers, 61 percent were iPhones, compared with only 17 percent Android smartphone devices. But the real hero of the enterprise story is the iPad, which is dominant among tablets.
....
While Apple maintains a strong lead with iPhones, the story of tablets is even more heavily weighted in favor of iOS. Intermedia saw 900 and 1,200 new iPad activations in March and April, compared with a monthly average of around 300 before that. IPads accounted for 99.8 percent of all new tablet activations, with the remaining tiny fraction split between the Samsung Galaxy Tab, the Motorola Xoom, and the Huawei S7.
....
Enterprise adoption of the iPad is impressive by all accounts. During its last quarterly earnings call, Apple said 75 percent of the Fortune 500 are actively using or testing the iPad for deployment. (Eighty-eight percent are doing the same with the iPhone.)

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http://www.newsfactor.com/news/A ... ory_id=101009XL56OD

Researchers Find Android Security Vulnerability

Now researchers from the University of Ulm in Germany have reported that 99 percent of Android-based devices are susceptible to attack.
The researchers found that devices running Android 2.3.3 or older are most vulnerable when logging in over open Wi-Fi because of an insecure ClientLogin authentication. ClientLogin is used for authentication by applications, and it passes an account name and password through a wireless connection.

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dividend_growth

果然不出俺所料，Mac在企业界卖得很好，而且这个市场还有很多发展余地。

PPT，看看这个吧：

http://www.appleinsider.com/arti ... sales_surge_66.html

Apple makes huge inroads in enterprise as corporate Mac sales surge 66%

By Neil Hughes
Published: 11:45 AM EST

Mac sales in the enterprise during Apple's last fiscal quarter grew a whopping 66 percent, significantly outpacing the rest of the PC market, which grew just 4.5 percent in the enterprise.

The data from Apple's previous fiscal quarter was highlighted on Friday by analyst Charlie Wolf with Needham & Company. He said though he originally viewed success in the enterprise as a "one-quarter blip," it now appears to be a "durable platform" for Apple.

"Mac shipments in the business market grew at a torrid 66.0% pace, an order of magnitude higher than the 4.5% shipment growth rate of the business market," Wolf wrote.

dividend_growth

一些新的动态：

1. Mac系统也有病毒了，但这种病毒需要骗人（或者说吓唬人）去自己安装，还不会像Windows里的病毒可以直接进攻。
http://www.wired.com/threatlevel/2011/06/macdefender/

2. 最新的iMac评价很不错，而且比同类的竞争者还便宜。

3. 下周有WWDC，Steve Jobs将出面展示iCloud新产品；Apple已经跟所有的record labels签好了licensing agreement。

dividend_growth

最新图片：



最近几天走势很强，应该说跟下周一的WWDC有关。突破还是继续盘整就看Apple拿什么东西出来了。

go2you6

看来iphone5真的要推迟了， 否则果子早就创新高啦。

dividend_growth

今天苹果尾盘又很强：NDX跌了1.5%，苹果才0.77%。

dividend_growth

俺下周回国很长时间，此间不会更新了。

建议买入AAPL, GOOG, NVDA, QCOM放着，不要怕。

如果你实在拿不准，烧SPY和QQQ做对冲好了。

dividend_growth

国内翻墙成功，大家怎么样啊？做了一个月的过山车，大家的AAPL, GOOG, NVDA, QCOM可好？

CoolMax

dividend_growth

NVDA看来没戏了，股价这么低了黄老总还在没命价的卖。

狗狗很好，看来非死不可很快将变成Netscape 2.0了。
如果狗狗跟党中央妥协，百毒也有好戏看，因为这玩意儿现已变成垃圾广告站，堕落的速度十分惊人。

苹果的业绩会很好，但可能因为市场的因素涨不起来。

vancouverea

同感，AAPL拉上去的话，QQQQ就上天了~ 不会大涨~

blackrock

NVDA能short吗？没仔细关注过，好像现在的股价PE还是很高。

cc2265

valentino

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