Short BBY

AGA7d

Black Friday: Electronics - volume up but total sales dip a bit.

Going forward, there is no big must-have - and AMZN/NewEgg are grabing more and more market share.

AGA7d

Down after ER

ranchgirl

Black Friday: Electronics - volume up but total sales dip a bit.

Going forward, there is no big must-have - and AMZN/NewEgg are grabing more and more market share.
AGA7d 发表于 2009-12-10 11:03

Congratulations!

AGA7d

Down $4 already...

The ER does not look so bad, so the big money is thinking the electronic sales in the next Q or two will be bad. The problem with electronics is the ever-down price. So the manufacturers are coming up newer products/models to fight the low ASP - when the cycle for new products/models enters a trough, both the sales and margin suffers. That's what I see in the coming years. That's also why I always hold some QID.

ypm968

Too early. strong supports between 39.80 and 41.50

RedCedar

Great job!