CSCO的财报标志着在美国市场之外，华为击败了CSCO

所有跟帖： 

• 其实硬件板块早就不行了，CSCO只是用来掩护出货的，现在它也会和INTC一样 -uptrend- ♂ (0 bytes) () 08/14/2013 postreply 17:16:35

• 硬件板块的老大是AAPL，但它有软件和时尚这两个护身符。可见，乔老大是多么远见卓识。 -uptrend- ♂ (0 bytes) () 08/14/2013 postreply 17:31:41

• One thing CSCO can do is to build a physical highway -xyz2001- ♂ (151 bytes) () 08/14/2013 postreply 18:17:36

• Which means US high-tech is on recession -xyz2001- ♂ (220 bytes) () 08/14/2013 postreply 17:31:29

• 板块轮换而已。互联网应用类，比如FB，LNKD，NFLX等，都牛气冲天。 -uptrend- ♂ (0 bytes) () 08/14/2013 postreply 17:40:31

• Social media, e-retailers? -xyz2001- ♂ (0 bytes) () 08/14/2013 postreply 17:52:20

• AMZN 不是简单的e-retailer。它有cloud，娱乐节目，kindle，等很多。 -uptrend- ♂ (0 bytes) () 08/14/2013 postreply 17:56:02

• Yes, at the expense of Barnes & Noble, Borders, Blockbusters... -xyz2001- ♂ (45 bytes) () 08/14/2013 postreply 18:13:29

• 这些东西似乎更好赶.也许瞎说. -arizona001- ♂ (0 bytes) () 08/14/2013 postreply 18:35:21

• 靠谱，就连三星今年都熊 -dividend_growth- ♀ (30 bytes) () 08/14/2013 postreply 19:39:01