Google Android的Market Share又涨了

dividend_growth · 发表于 2011-2-12 11:52 PM

炒NOK实际上不难：

1. 看图，看有没有accumulation的迹象；

2. 自己多做些野鸡FA，多留神NOK手机是不是热门。

cdmawcl · 发表于 2011-2-13 02:02 AM

回复 61# dividend_growth

Media was flooded with "doomed" coverage for Nokia after the annoucement, over the weekend, i started to see more and more positive reports here and there after a longer time break.. this would be reflected in market reaction soon..

still, the key thing for the rivavel of ship is the date they can ship first WP7 based phone, if it can be annouced with clear timeline and the timeline is no late than early 2012, it means a lot...

revolver · 发表于 2011-2-13 04:50 AM

回复 60# dividend_growth

Yes, Nokia is still very popular in China. Smart phones are too expensive and complicated for working class consumers. However, Apple & Android phones have good reception in young generation.

hbw · 发表于 2011-2-13 10:29 AM

9494，什么mouse, GUI当年都是Xerox发明的，但却被那帮官僚给糟蹋了。今日的Nokia绝对强不过那时的Xe ...
dividend_growth 发表于 2010-7-10 22:34

想想为什么会这样？就是一代人做产品卖产品-白手起家，另一代人卖产品卖股票-MBA。利益最大化形成业务重点的转移。但其他做产品的没闲着，结果做新产品打败卖旧货的。苹果的连续新品不断真少见。

hbw · 发表于 2011-2-13 10:33 AM

Lawyer? 那就更糟了，Citigroup的Chuck Prince, AIG的Mark Sullivan，还有Pfizer的Jeff Kindler都是血 ...
dividend_growth 发表于 2010-7-12 13:38

律师坏事太有感触了。生意是“和为贵”。律师不懂技术，不善营销，骨子里喜爱诉讼，早晚倒霉。

dividend_growth · 发表于 2011-2-13 03:27 PM

http://online.wsj.com/article/SB ... 42333949999402.html

Nokia Says It Will Get 'Billions' From Microsoft
BY NICK WINGFIELD

Nokia Corp. will receive "billions of dollars" in financial support from Microsoft Corp. over the early years of their partnership to help market and develop Nokia phones using Microsoft's Windows Phone operating system, Nokia Chief Executive Stephen Elop said Sunday.

In an interview, Mr. Elop outlined the Microsoft payments and other benefits Nokia will receive as a result of the deal between the two companies, under which Nokia will adopt Windows Phone as its main smartphone operating system. Although Nokia will pay Microsoft an undisclosed royalty for licensing the Windows Phone software for Nokia handsets, Mr. Elop said Nokia will ...

Copyright 2011 Dow Jones & Company, Inc. All Rights Reserved

dividend_growth · 发表于 2011-3-9 12:38 PM

NOK大盖破当后一个月，可以买点，因为wash sale过期了。

xiaochong · 发表于 2011-3-9 12:54 PM

NOK大盖破当后一个月，可以买点，因为wash sale过期了。
dividend_growth 发表于 2011-3-9 12:38

老大能详细讲讲吗？

6degrees · 发表于 2011-3-9 06:09 PM

我很感兴趣和手机服务有关的发展趋势，不见得非是生产手机的公司。手机将超过PC
的影响。和手机有关的服务革命，将让facebook看着是小打小闹。问题是，这个革命性的东西是什么？会是谁？

dividend_growth · 发表于 2011-3-9 10:52 PM

http://comscore.com/Press_Events ... criber_Market_Share

Smartphone Platform Market Share

65.8 million people in the U.S. owned smartphones during the three months ending in January 2011, up 8 percent from the preceding three-month period. Google Android captured the #1 ranking among smartphone platforms for the first time in January with 31.2 percent market share. RIM ranked second with 30.4 percent market share, followed by Apple with 24.7 percent. Microsoft (8.0 percent) and Palm (3.2 percent) rounded out the top five.

对Android来说，二月后的数据比较关键，因为iPhone正式进入Verizon的网络。

vlo · 发表于 2011-3-9 11:15 PM

深得我心呀。技术公司有靠职业经理人由中作大叱咤风云的例子吗？

9494，什么mouse, GUI当年都是Xerox发明的，但却被那帮官僚给糟蹋了。今日的Nokia绝对强不过那时的Xe ...
dividend_growth 发表于 2010-7-10 22:34

dividend_growth · 发表于 2011-4-1 08:04 PM

http://comscore.com/Press_Events ... criber_Market_Share

comScore Reports February 2011 U.S. Mobile Subscriber Market Share

Smartphone Platform Market Share

69.5 million people in the U.S. owned smartphones during the three months ending in February 2011, up 13 percent from the preceding three-month period. Google Android grew 7.0 percentage points since November, strengthening its #1 position with 33.0 percent market share. RIM ranked second with 28.9 percent market share, followed by Apple with 25.2 percent. Microsoft (7.7 percent) and Palm (2.8 percent) rounded out the top five.

-----------

俺的评论：
1. Google下个季度的earning会很好：mobile ads肯定有不少人点，这增长起来不得了。

2. Apple下个季度的earning会很好：iPhone没有落后，iPad卖得疯了，Macs肯定会不错，因为连俺都买了一台Macbook Air。

3. NOK太便宜了，会有些显著的反弹；狗狗得罪了党中央，Apple和Nokia在天朝里都有戏。

4. 微软也dirt cheap，最近有走稳的迹象，而且Kinect，Bing，IE9都做得不错。

所以建议4个股都买，Google仓位最大，其次苹果，然后微软和NOK一样多。

dividend_growth · 发表于 2011-4-5 01:57 PM

回复 dividend_growth 的帖子

俺看了一下微软antitrust的历史，1991年时FTC就嚷嚷着要调查，1993年时搞了个小的，微软1994年settle过一次；后来屡犯不改，拖到1998年秋天才正式开庭。1991年到1998年是微软涨最好的一段。

狗狗在党中央很有内线，这次华府可能是虚晃一枪，做个样子。

进货的好机会。

面瓜 · 发表于 2011-4-5 05:09 PM

vlo 发表于 2011-3-9 23:15
深得我心呀。技术公司有靠职业经理人由中作大叱咤风云的例子吗？

Louis Gerstner?

面瓜 · 发表于 2011-4-5 05:19 PM

lz大，你怎么看HP palm WebOS？

jamesmith · 发表于 2011-4-5 05:26 PM

GOOG 长期看 $700, buy dip when possible

dividend_growth · 发表于 2011-4-5 11:03 PM

面瓜发表于 2011-4-5 18:19
lz大，你怎么看HP palm WebOS？

没戏，HPQ是俺的空仓之一。

但还是要仔细观察行情。

cricket · 发表于 2011-4-6 12:33 AM

webOS操作系统本身很先进，而它的平板和pc端的无缝衔接也是最大的卖点，从技术上来讲是好东西，但市场不一定能做大，因为太晚了

dividend_growth · 发表于 2011-4-6 10:50 AM

面瓜发表于 2011-4-5 18:09
Louis Gerstner?

还有John Chambers，但职业MBA在tech中基本上是被创业家牵着鼻子走的。

dividend_growth · 发表于 2011-4-9 12:50 PM

dividend_growth 发表于 2011-4-5 14:57
回复 dividend_growth 的帖子

俺看了一下微软antitrust的历史，1991年时FTC就嚷嚷着要调查，1993年时搞了个 ...

下周继续加仓，Revenue会很好的，EPS好坏要看狗狗第一季度雇人的情况，即使短期有误也不怕。

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[新闻] Google Android的Market Share又涨了