回复:AAPL can not beat QQQ! damn. why apple refuses to split its s

来源: 2011-11-30 10:03:15 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

there is a major shift on WS.

WS money are chasing old techs such as INTC,CSCO,ORCL,etc. but elimiating high price techs such as BIDU/AMZN/AAPL/CRM, etc. These are valuation and de-risk calls (and where could they raise cash to de-risk?)