g***s
发帖数: 47 | | k*****a
发帖数: 1463 | 2 MSFT is overdone. It only guided lower on currency reasons, moreover, AAPL's
search contract with GOOGLE is going to be replaced with MSFT prior to end
of year, which is almost certainly going to happen as APPL views GOOGLE more
as a threat today (Bing already support Siri). | i****h
发帖数: 251 | 3 如果你炒别的需要钱，可以割 MSFT 42， BABA 91-19.5？
如果愿意握住，MSFT可以留 会弹的。BABA不好说 政治风险很难评估
【在 g***s 的大作中提到】
: 割不割？
: 什么价位该割？
| N*****d
发帖数: 9872 | 4 同样200B资金，能把msft差不多收购了，对于BABA只能买一层皮或一个空壳。前者是投
资，后者是投机 | u****d
发帖数: 23938 | | g***s
发帖数: 47 | | g***s
发帖数: 47 | |
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