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主题:【原创】 又一个卖空对象 -- 倥偬飞人

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家园 Youtube is a leader

in its kind, that's probably why Google is willing to pay a high price.

CRM has been around since 1999 - 7 years is a long tme for them to prove. Yeah it is making money, just not enough to justify the price. It appears to me they are in a very competitive market where profitability will deteriorate as economy is slowing down. Maximizer seems losing money in the recent quarter.

Sell into the strength and buy into the weakness - seems to me it is good time to bet when it is going stronger. Of course, accumulating along the way will reduce the risk.

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