While Alice is struggling with her secret little experiment, the global stock market is also going through a series of ups and downs. Pen, fun, pavilion www. biquge。 info

For Jordan Belfort, who aspires to work on Wall Street but is currently only swindling with fake certificates, life has been like a dream in the past few months.

Because he witnessed the rise of one myth and the fall of another.

In just three months, Microsoft, which went public in March, has become one of the hottest stocks in the United States, and when there is only one month left before the release date, too many people are turning their expectations for the product into priceless stocks, constantly prompting the company's shares to be sold again and again, and to be bought again and again, becoming the hottest gold ingots on the Nasdaq exchange.

At the same time, as a publicly traded company, Microsoft also made their financial statements for April and May public. This bigwig, who raised $60 million on the first day of listing, has attracted rounds of evaluations from Wall Street experts with its monthly net profit of tens of millions. Although this revenue is much worse than that of established IT companies such as Dell, HP and even Apple, this is only the first quarter of the market!

At the same time, as many Wall Street people do, Jordan is also comparing Microsoft to Apple.

To be honest, Jordan didn't understand what the hell Apple was doing now.

Or rather, he doesn't want to understand.

According to the news not long ago, the CEO who is currently in charge of Apple is John Scully, or rather, he is still him.

The former CEO of The Coca-Cola Company.

Jordan felt that this guy was planning to replicate his marketing experience at Pepsi.

He is lowering the cost and selling price of Apple computers, placing them on the same water mark as IBM to compete for IBM's personal customers. Based on the fundamental analysis he had practiced since his student days, Jordan studied Scully's approach and then did not hesitate to sell Apple stock.

Scully's strategy is actually very correct in the soft drink industry, because Pepsi and Coca-Cola are standardized FMCG products, cheap and quick to buy, and consumer habits dominate behavior. However, the biggest selling point of Apple's computer is its uniqueness and experience superiority, which is the product highland that Jobs has always tried to maintain, and when Apple loses this biggest selling point, can it still have a future?

And the fuse that made Jordan throw away Apple's stock was the list of new products that he had just received from Apple and distributed to every shareholder.

"Teresa, look at what they're selling!"

At the dinner table in the early morning, Jordan angrily threw the newspaper in front of his wife.

"They call it clothes? Teresa, take a closer look, can this kind of bullshit style thing be called clothes!? ”

Teresa had just finished making breakfast, and her fluffy and curly black hair hadn't had time to be tidied up: "Wait a minute...... Oh my god, it's ugly! ”

Seeing the product pictures displayed by her husband, she frowned in disgust: "Why is it so ugly?" ”

The solid color and almost unadorned kaftan looks like a company's cultural shirt rather than a product for the general public. And the matching shorts, the overly soft fabric makes them look like beach pants.

"What the hell is a plain-colored blouse that's the same as a suit shirt, plus rustic dress trousers, or a long, monochrome skirt that goes above the knee? Including this hat! ”

Jordan angrily pointed to the model on a page: "Baseball caps and solid-colored pullovers with no floral decorations, is this the working class who just got off work in the last century?" Teresa, look at this again! ”

Turning another page, a female model wore an extremely loose blue-green tracksuit, posing with a scratching posture: "It's a shame that they still have the letters Apple printed on their chests!" What does this outfit mean? Is there a special outfit for apple pickers? What bullshit stuff!? ”

Teresa stared at the model pictures, and she also looked unbearable: "Apple is a computer company, right?" What does it mean that they suddenly got involved in the apparel brand industry? Computer Engineer ...... Oh my God, do I know what those people are dressed all day long, they design clothes? ”

"Apple's financial resources are not small, and the year Jobs left, their annual sales were eight or nine billion dollars."

Jordan said: "If such a large company really wants to develop in the field of clothing, don't you know that you should hire some senior designers? Look at these clothes, Teresa, even a three-year-old can design them! ”

"Pullovers, trousers, uniforms in a monochromatic, no-style style, paired with a baseball cap, this is an Apple product? Is this the product that Apple should have designed to be the perfect product for Appleii? ”

Teresa felt that her husband was still too excited, and said in turn: "Maybe they are just too good at designing computers, so they will fail when they switch to clothing, right?" ”

"But here's the thing, Teresa my darling."

Jordan calmed down a little and sat back in his chair: "You and I can tell that it's a junk product, doesn't Apple know?" ”

"You mean ......"

Obviously, after driving out Jobs, Scully also realized that the new business methods would bring about a decline in profits, but he was unable to design the excellent products of the Jobs era, so in the main business of computers, he could only let his products compete with IBM's mass production machines for the market, and watched the profits decline.

Therefore, the launch of this clothing product is purely used by him to make up for the financial statements, and there will be no future at all. Then you say, Teresa, since Apple has even used this kind of trick, can its development prospects be better!? ”

"So ......"

Teresa looked at the pictures of the clothes on the product list, and as a woman, she swore to God that she would never buy these things: "You are no longer optimistic about Apple, and you are going to give it up?" ”

Jordan's eyebrows had already wrinkled, and he nodded vigorously: "Maybe after Jobs comes back, it can usher in new development, but if the CEO has always been John Scully, I will have to give up this blue chip stock." ”

Back when he was a student, Jordan made a lot of money with Apple's stock price rising. At that time, he didn't even have a forgery license as a stock trader, and he just relied on a clever card to persuade his companions to buy, and then privately earn a little commission from his friends. Not to mention how many dividends he gets from directly holding stocks, just this small share made him earn $10,000 in a semester!

But now, it's time to leave old friends behind.

Not only because Apple will certainly decline with John Scully, but also because of the rise of Microsoft, and another gold potential stock that Jordan is extremely optimistic about, but has not been listed until now.

Cisco.

Although no IPO plan has been announced until now, financial analysts at many banks and institutions on Wall Street have analyzed it a hundred times in advance for the current industry leader.

Everyone is talking like crazy about how exactly Cisco is growing so fast. Since its establishment in May of the previous year, it has only been two years, but it has achieved an annual profit of nearly 30 million!

Due to the current blank foundation of the Internet hardware industry, except for Cisco, several other companies have only changed careers since last summer, and it is only a few dozen, so the vast majority of economic observers are targeting Cisco one company. Of course, whether it is Wall Street, countless companies that intend to develop similar products are also staring at Cisco's development model, eager to get even a little inspiration from it.

As far as Jordan knows, this business is definitely going the elite route. As of today, it has just over 200 employees, and as early as a year ago, the proportion of software engineers accounted for more than 90%. As for now, the technical team has not expanded further, but not only launched a new generation of routers in November last year, but also launched a new product called a switch in the spring of this year.

"Teresa, that's actually a good thing."

After deciding to sell Apple's stock, he told his wife: "Analyzing Apple's corporate status and stock market fluctuations takes up the most of my time. Now that I've freed it up, I'll have the energy to study the future of Cisco, a company founded by Alice Wang herself, and the patent office's application for routers is signed by her! There is such a genius here, once Cisco goes public, it will definitely be the second Microsoft! ”

"Jordan, so I have an idea."

Teresa gave her husband an idea: "Since you can now say that James Cameron will buy Microsoft stock, what about Alice Wang and Cisco IPO?" If you set up an investment company right now on, you should be able to develop the company to the point where you can take the job before she decides to IPO, right? ”

This is obviously a very tempting idea.

"Investment companies that can carry out IPOs are all big guys......"

Jordan pondered, "You have a point, if the company's first IPO project is a guy with unlimited potential like Cisco...... Then it will depend on my eloquence, otherwise she will definitely find ******** and Citi them. ”

"Then we'll ...... now"

"New plan! Teresa! ”

Jordan kissed his wife excitedly and laughed: "It's not time to set up a company, I haven't worked in an investment company after all." So, my dear, I'll go to a bank for an interview right away, and when I have some work experience, like you said, I'll open an investment company! ”

As he spoke, he didn't even have time to give his wife another fragrant kiss, and he rushed to the bedroom like crazy, because the suit and tie were all in the closet. (To be continued.) )