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[基础分析] 随便看看:苹果的iPHONE

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发表于 2010-4-26 12:02 AM | 显示全部楼层


大家说说为什么AAPL和AMZN的P/E差那么多?

AAPL P/E: 26.63
AMZN P/E: 63
回复 鲜花 鸡蛋

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发表于 2010-4-26 11:31 AM | 显示全部楼层
The success secret of Apple is to make "affordable fashion."  If it is too expensive, profit margin will be high but the aggregate profit will get hurt.  If it is too competitive in pricing, it will lose the appeal of "fashion."  Since its position is "fashion," not "mass production," its market share will never be as huge as Microsoft's windows, or even close to it.  When its market share reaches certain level, it needs to introduce new products.  If the new products are popular, there will be another "phenomenum," if not, it will go into silience for some period of time.
回复 鲜花 鸡蛋

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发表于 2010-4-26 12:25 PM | 显示全部楼层
That's why IPAD is so important for Apple. If IPAD can dominate the whole market, aapl should keep going up.  Let's wait and see the performance of IPAD. Is it a revolution product like iphone again? Everyone who hold the aapl stocks should buy one. Hehe, that is very important for FA.
回复 鲜花 鸡蛋

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发表于 2010-4-26 02:53 PM | 显示全部楼层
苹果的iPHONE在中国的销售不好是因为不利于包二奶。
回复 鲜花 鸡蛋

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发表于 2010-4-26 05:47 PM | 显示全部楼层
苹果的iPHONE在中国的销售不好是因为不利于包二奶。
李隆基 发表于 2010-4-26 15:53


Why? What's the diff from other phones?
回复 鲜花 鸡蛋

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发表于 2010-4-26 05:55 PM | 显示全部楼层
中国联通板的iphone是特殊定制的, 没有WIFI, 而且很贵, 联通这种不要脸的公司, 就想收取很昂贵的数据费用。 其实水货版的,在中国很流行, 北京地铁里,到处都是拿iphone的小资
回复 鲜花 鸡蛋

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发表于 2010-4-26 05:59 PM | 显示全部楼层
iphone在日本彻底收复了日本市场, 那是相当不容易的成绩。 日本市场一向很封闭。 都是本土的制造商。 但是iphone 确实是把智能电话提升了不止一个level
回复 鲜花 鸡蛋

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发表于 2010-4-26 10:59 PM | 显示全部楼层
iPad is a big deal. 3G version will on sale this month. That is another boost.
回复 鲜花 鸡蛋

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发表于 2010-4-26 11:02 PM | 显示全部楼层
Why? What's the diff from other phones?
AGA7d 发表于 2010-4-26 18:47



好像是短信不能单独删除。
回复 鲜花 鸡蛋

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