v****e
发帖数: 19471 | 1 嗯，iPhone已经把ipod的增长给cannibalize差不多了。这是个好事儿。
as
. |
|
u********e
发帖数: 4950 | 2 Microsoft downgraded to neutral at Goldman Sanchs when the broker cited "
increased caution near-term on a more elongated PC refresh cycle" as well as
"THE THREAT THAT SOME OF THE NOTEBOOK MARKET COULD BE CANNIBALIZED BY
TABLET PCS" ( iPAD etc. )
This is the followed by the downgrade INTC (Intel ) had recently due to the
same concerns. |
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k********n
发帖数: 18523 | 3 SAN FRANCISCO (MarketWatch) -- While the iPad currently rules the nascent
market for tablet devices, a large swath of rival products is expected to
benefit from booming demand for mobile-computing gadgets over the next four
years.
So predicts Oppenheimer & Co., which in a report Monday forecast that
shipments of tablet devices will soar from 15.1 million units this year to
more than 115 million in 2014 -- a compound annual growth rate of 66.5%.
Most of the current profits will go to one company ... 阅读全帖 |
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D*w
发帖数: 1011 | 4 这个只是制造刷手机的读卡器, 虽然能分一杯羹
感觉不是很有力
它现在的margin也不过11%而已
而且手机支付成功了还要cannibalize它自己传统的读卡器
MA/V的取代者才是最令人眼热激动的
I |
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c***1
发帖数: 3281 | 5 不是说market cap.是说股价。股价$120-150
如果我没记错，它现在大概是12 billion market cap? 加个20-50%,就是14-18
billion.
还比sbux 小。
GMCR 2012 的 EPS大概是$2.50-2.65 (很可能能达到）。那forward EPS是40+
假设它个sbux的合作没有造成严重cannibalization的现象（就是顾客有sbux就不喝
GMCR)了，
那GMCR在未来18个月要达到$3-$4的 EPS，不是不可能。 |
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v****e
发帖数: 19471 | 6 Little Cao likes to say "there's no question about that" so much lol
- 45% of weibo users used mobile devices to weibo
- too early to talk about advertising on mobile terminals
- number of portal advertising clients grew 6% year over year. the number is
small largely because of last year's world cup
- don't see much cannibalization between portal and weibo
- weibo and portal will stay two separate platform in the foreseeable future |
|
M*****8
发帖数: 17722 | 7 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: TREATMENT FOR DYSENTERY
发信站: BBS 未名空间站 (Sat Oct 15 19:01:18 2011, 美东)
TREATMENT FOR DYSENTERY
The bacillus subtilis was discovered by the Nazi German medical corps in
1941, toward the end of their African campaign. At the time, the German
military victory was at its height. But the German high command became
genuinely alarmed when hundreds upon hundreds of soldiers in North Africa
suddenly began dying every week. O... 阅读全帖 |
|
f**********r
发帖数: 2137 | 8 Sina weibo's business model is now socialized web portal, which cannibalized
the original web 1.0 portal, thanks to accountant Cao. I don't see any growth
in this stock. |
|
w******d
发帖数: 416 | 9 【 以下文字转载自 PDA 讨论区 】
发信人: hitmantb (hitmantb), 信区: PDA
标 题: Re: 2012热门/失败产品预测
发信站: BBS 未名空间站 (Thu Jan 5 09:28:57 2012, 美东)
Windows Phone market can only go up when it is at 1%. Nokia is doing a
100 million campaign and MS has deep pocket as well. Their percentage
can only go up since it is so incredibly low right now.
If anything, Android is the one that has most market share to lose. With
a fragmented ecosystem and Google's lack of polish/experience dealing
with OEMs, Windows Phone will take... 阅读全帖 |
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k**********4
发帖数: 16092 | 10 no problem, death and cannibalism are my favorite topics as well. |
|
g**********2
发帖数: 2408 | 11 Question-and-Answer Session
Operator
Thank you. Ladies and gentlemen, we will now begin the question-and-answer
session. (Operator Instructions) Your first question now comes from the line
of Philip Wan from Morgan Stanley. Please ask your question.
Philip Wan - Morgan Stanley
Hi, Louis and Sisi, thanks for taking my question. My question is about your
overseas business, as you mentioned you are seeing intensifying competition
, could you elaborate a little bit more on where do you see tougher
c... 阅读全帖 |
|
g**********2
发帖数: 2408 | 12 Question-and-Answer Session
Operator
Thank you. Ladies and gentlemen, we will now begin the question-and-answer
session. (Operator Instructions) Your first question now comes from the line
of Philip Wan from Morgan Stanley. Please ask your question.
Philip Wan - Morgan Stanley
Hi, Louis and Sisi, thanks for taking my question. My question is about your
overseas business, as you mentioned you are seeing intensifying competition
, could you elaborate a little bit more on where do you see tougher
c... 阅读全帖 |
|
i*********n
发帖数: 5465 | 13 06:43 PM U.S. retail Windows notebook sales ended up falling 11% Y/Y during
the holiday season (Nov. 18-Dec. 22), estimates NPD; that's just a little
better than the 13% drop estimated for Windows PC sales from the time of the
Win. 8 launch to the first week of December, and suggests the OS hasn't don
't much to halt tablet cannibalization. Touchscreen notebooks accounted for
just 4.5% of Win. 8 sales. MacBook sales fell 6%, but their ASP rose nearly
$100 to $1,419. Flat-panel TV sales fell 1.5%... 阅读全帖 |
|
D******e
发帖数: 11265 | 14 5 Reasons Apple Could Defy Skeptics In 2013 Despite Q1 Earnings Miss3
comments, 0 called-out Comment Now Follow Comments Following Comments
Unfollow Comments
Comment Now Follow Comments Following Comments Unfollow Comments 423
Apple CEO Tim Cook (Photo: Getty Images via @daylife)
Thanks to a rare earnings miss in its fiscal first quarter, Apple shares are
falling nearly 11% in after-hours trading, to $458, after rising almost 2%
Wednesday before the close. Investors were disappointed in partic... 阅读全帖 |
|
b******r
发帖数: 16603 | 15 Citigroup lowered Sina estimates to reflect increasing investments in Weibo,
margin pressure, and cannibalization from Tencent. The firm added Sina to
its conviction list as a structural and strategic short and reiterates its
Sell rating. Price target lowered to $35 from $45.
浪友们心里有个数。Citi现在是最大的熊了，超过Maxim了。 |
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k**********4
发帖数: 16092 | 16 Cannibal Holocaust
just saw it yesterday, you will not be disappointed. it is
free on youtube. |
|
s******v
发帖数: 4495 | 17 我在pda版上关于intc有比较深入的讨论。简而言之，intc因为他的biz model，他做不
出来低价芯片，那些分析师都是弱智，我大概一年前就说了，intc这个cannibalize的
问题非常限制其对arm的反击, 最近intc er才有个瑞银的家伙问。
做arm太容易了，说句实话，是个公司就能做，所以qcom/brcm都不行，只有armh得益，
不过intc现在要不计成本的反击，短期对armh有伤害，那些华尔街的家伙也不懂这个，
因为intc能像当年对付amd那样，打败armh。 |
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l*****u
发帖数: 12114 | 18 而且INTC要在mobile market培植一个atom对手才能正常商业化，不然麻烦不会小。再
说没有backup,谁敢放胆上它的片子？
做不
cannibalize的
益，
个， |
|
i*********n
发帖数: 5465 | 19
5C的目的是cannibalize android 产品
如果做不到
从mobile phone 角度，果子是失误的 |
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l******r
发帖数: 4021 | 20 这根本就是两个消费人群，segmenting错误。搞到最后，其实是cannibalize 5S而已。 |
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k******a
发帖数: 2436 | 21 TSLA's car can have one electrical engine per wheel, and the engine can have
a very long life. Their main problem is battery and infrastructure. In this
sense, TSLA is a tech company for sure, just like AAPL.
No traditional car company can develop as fast as they do. Also, the main
problem they solve is very different from a traditional car company (engine,
transmission, etc)
The main reason TSLA can sustain exponential growth is the traditional car
maker's fear on product cannibalization. Nissa... 阅读全帖 |
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i*******e
发帖数: 1904 | 22 GMCR和cola合作了，会把soda干挺的。
基本上卖sodastream的店都有卖k-cup，这种cannibalization太厉害了。 |
|
n****8
发帖数: 294 | 23 Tesla Motors , Inc. will deliver its first-quarter earnings report Wednesday
after the market closes. Here’s what to watch:
EARNINGS FORECAST: Analysts surveyed by Thomson Reuters expect a quarterly
operating loss of 50 cents per share compared with 12 cents for the first
quarter last year. Revenues are expected to grow 46% to $1.04 billion from $
713 million. The Silicon Valley electric-car maker’s share price has risen
22.3% since the end of the first quarter, with part of those gains being
bu... 阅读全帖 |
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r***s
发帖数: 737 | 24 holy shit would you shut the fuck up already?! Don't you see they know
nothing about applying continuous integration and continuous deployment to
car manufacturing? Don't you see they have no idea what an IOT fleet can do?
And how much time you want to spend to educate them about market
cannibalization and innovator's dilemma? |
|
v****r
发帖数: 353 | 25 熊熊们大多认为，是因为高配版本的需求枯竭。这从某种程度上来说是正确的。毕竟，
在北美范围内（或是其他任何局部市场），六万美元均价的轿车的需求不可能那么高。
尽管Model 3已经抢了不少BBA的份额，但是在Q3发货接近六万辆以后，已经清掉了北美
市场高配订单的backlog，Q4很难收到同样数量的新订单。同时，Model 3的产能已经从
Q3的burst mode五千辆，逐渐提升到目前的每周稳定五千辆。也就是说即便产能在Q4不
再继续增长，也能季产65,000辆。在初期积累的需求被消化以后，如何调配产品的配置
选择，就很有讲究了。T要做的，是在供给、需求和利润之间找到一个最佳平衡。而供
给是由产能决定的。现在的假设是， Q4 Model 3的供给大于北美市场对Long Range（
LR）型号的需求，但是仍远小于对Standard Range（SR）型号的需求。那么仅就Q4来说
，这些超过LR需求的产能用在哪里最好呢？有两个选择是显而易见的，一是用于应付海
外的LR订单，维持高的ASP；二是开始投产SR型号，仍旧在北美销售。然而这两个选择
都有弊端。销往海外的话，运输成本太高，本来本地... 阅读全帖 |
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l******o
发帖数: 162 | 26 其实我不希望model Y 这么早，特别是毛豆3 刚刚降价，cannibalization, 马应龙这
么快推出Model Y，也说明了毛豆3 卖的好。
UP UP UP |
|
l******o
发帖数: 162 | 27 其实我不希望model Y 这么早，特别是毛豆3 刚刚降价，cannibalization, 马应龙这
么快推出Model Y，也说明了毛豆3 卖的好。
UP UP UP |
|
l****z
发帖数: 29846 | 28 【 以下文字转载自 Movie 讨论区 】
发信人: lczlcz (lcz), 信区: Movie
标 题: 推荐一个2013年的搞笑片Green Inferno(有剧透)
发信站: BBS 未名空间站 (Tue Oct 20 16:48:21 2015, 美东)
上周末看了, 挺搞笑的. 我觉得挺适合让装逼的人看.
好像导演原来拍过hostel.
说NY的一个大学生,响应左逼环境保护分子的号召去Amazon森林里面不让人们开伐森林,
因为要保护一个当地的部落.
环保分子装扮成工人,然后把自己绑在挖土机上. 随后被当地公司雇用的私人武装用枪
赶上飞机. 环保分子们认为自己很成功,纷纷在飞机上庆贺.
这个情节持续了40分钟. 然后, 象From Dusk till Dawn一样, 电影突然来个峰回路转.
环保分子的飞机crash了. 几个生存者被当地的部落人抓获, 那个部落就是环保分子这
次过来要保护的.
这个部落是食人族, 认为抓来的人都是他们的食物. 领头的环保分子首先被部落首领开
膛破肚给吃了. 后面就是其他人屠杀,逃跑, 又被抓.
最后女主角因为开发公司的私人武装赶来被救. ... 阅读全帖 |
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z*********n
发帖数: 94654 | 31 吃人肉吧，when you go cannibalism, there's no turning back |
|
z*********n
发帖数: 94654 | 32 我最近正在convert成cannibalism
人肉不错 |
|
M****7
发帖数: 13407 | 33 By Ian Johnston, Staff Writer, NBC News
The polar bear’s emaciated body looked more like “a rug” than one of the
world’s most powerful predators.
For all its hunting prowess, the giant animal appears to have starved to
death as it made a desperate journey north on the Arctic island of Svalbard
in search of seals.
Experts fear polar bears will increasingly suffer a similar fate as global
warming melts the sea ice that allows them to hunt for their main source of
food.
Ian Stirling, who has studie... 阅读全帖 |
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G***Y
发帖数: 9698 | 37 吃货福音！细数纽约各大美食广场
Dec 7, 2015, 18:55 PM
【侨报纽约网报道】作为一名资深吃货，咱岂能不了解纽约有哪些好吃的美食广场
？说到美食小吃，备受华人欢迎的当属法拉盛集合大中华各大菜系料理的美食广场了。
除此之外，为广大纽约客所熟知的切尔西美食市场、大中央车站美食广场，也备受广大
中国移民留学生群体热捧。不过，尝腻了这些地方，你是否想体验其他物美价廉的美食
小吃，不妨跟随小编一起，尝遍纽约所有值得一试的美食广场吧！
华人社区美食广场
推荐一：
法拉盛新世界商场美食广场
坐落在皇后区法拉盛的新世界商城(New World Mall)，集超市丶购物丶娱乐丶餐食
于一体，其中最吸引人流的莫过于L层的美食广场。这里聚集了超过30家美食小吃店，
麻辣香锅，开口锅贴，功夫茶，刀削面，香巴拉，嘎嘎叫，云南过桥米线，延边风味，
大长今冷面，沙锅……大中华五湖四海美食应有尽有。此外，你也可以在此品尝到马来
西亚菜、泰国菜、越南菜、韩国菜、日本菜。饱餐一顿，不妨来杯香醇的奶茶，或是一
大杯美味的水果沙冰，或者是造型口感顶呱呱的美味甜品。在海外呆久了加倍想念家乡
的美食？那么来这里绝... 阅读全帖 |
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G***Y
发帖数: 9698 | 38 麦迪逊广场春季美食节重磅回归！
May 2, 2016, 15:38 PM
【侨报纽约网报道】著名的Urbanspace麦迪逊广场公园春季美食集会(Mad. Sq.
Eats)，再次与纽约客见面啦！这个长达一个月的美食活动今年已举办第8个年头了，上
周六盛大开幕日便迎来广大民众热捧，现场人声鼎沸。
今年有28家美食摊位进驻麦迪逊广场公园，其中包括向来备受纽约客喜爱的
Roberta's、Macaron Parlour、Red Hook Lobster Pound、Mayhem and Stout、
MeltKraft、Cannibal、Hong Kong Street Cart和Melt等美食摊位。
2016年春季，也有不少全新美食摊位入驻迪逊广场公园集会，其中最著名的当属
Beatrice Burger，该摊位源自纽约著名高级餐厅Beatrice Inn，掌勺者是著名主厨
Angie Mar，其推出的干式肋骨汉堡搭配美味的金波拉芝士和烟熏酱汁备受纽约客欢迎。
本届麦迪逊广场公园春季美食集的新亮点还包括：Gotham Poke推出的波克烤干酪
辣味玉米片、 Asia Dog夏威夷风鸡肉... 阅读全帖 |
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G***Y
发帖数: 9698 | 39 麦迪逊广场春季美食节重磅回归！
May 2, 2016, 15:38 PM
【侨报纽约网报道】著名的Urbanspace麦迪逊广场公园春季美食集会(Mad. Sq.
Eats)，再次与纽约客见面啦！这个长达一个月的美食活动今年已举办第8个年头了，上
周六盛大开幕日便迎来广大民众热捧，现场人声鼎沸。
今年有28家美食摊位进驻麦迪逊广场公园，其中包括向来备受纽约客喜爱的
Roberta's、Macaron Parlour、Red Hook Lobster Pound、Mayhem and Stout、
MeltKraft、Cannibal、Hong Kong Street Cart和Melt等美食摊位。
2016年春季，也有不少全新美食摊位入驻迪逊广场公园集会，其中最著名的当属
Beatrice Burger，该摊位源自纽约著名高级餐厅Beatrice Inn，掌勺者是著名主厨
Angie Mar，其推出的干式肋骨汉堡搭配美味的金波拉芝士和烟熏酱汁备受纽约客欢迎。
本届麦迪逊广场公园春季美食集的新亮点还包括：Gotham Poke推出的波克烤干酪
辣味玉米片、 Asia Dog夏威夷风鸡肉... 阅读全帖 |
|
M*****8
发帖数: 17722 | 40 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: TREATMENT FOR DYSENTERY
发信站: BBS 未名空间站 (Sat Oct 15 19:01:18 2011, 美东)
TREATMENT FOR DYSENTERY
The bacillus subtilis was discovered by the Nazi German medical corps in
1941, toward the end of their African campaign. At the time, the German
military victory was at its height. But the German high command became
genuinely alarmed when hundreds upon hundreds of soldiers in North Africa
suddenly began dying every week. O... 阅读全帖 |
|
p***e
发帖数: 1318 | 41 这几个月是有bubble的趋势。今年湾区的IPO，XOOM， MRIN， YUME， MKTO势头
不是很好，本来多数在水下，不过近两个月涨起来了。类似的不少，以后cannibalize
起来也很厉害。 |
|
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r***s
发帖数: 1798 | 43 大侠对MKTO怎么看？长期看好吗？
貌似要直接和salesforce火并的样子
cannibalize |
|
p***e
发帖数: 1318 | 44 It is in relative terms le. enterprise flash may look good to
people inside the field but it is a pretty narrow field when
compared to what is going on in the bay area. People already
went through such "booms" in hardware industry plenty of
times. Now to the general public of stock market, it may as
well be treated as dead, unless you really ran out of ideas
of what to invest in.
Just look at FIO, VMEM, I don't think the flash folks are
exactly getting royal treatment.
Even cloud storage is some... 阅读全帖 |
|
p***e
发帖数: 1318 | 45 It is in relative terms le. enterprise flash may look good to
people inside the field but it is a pretty narrow field when
compared to what is going on in the bay area. People already
went through such "booms" in hardware industry plenty of
times. Now to the general public of stock market, it may as
well be treated as dead, unless you really ran out of ideas
of what to invest in.
Just look at FIO, VMEM, I don't think the flash folks are
exactly getting royal treatment.
Even cloud storage is some... 阅读全帖 |
|
d***n
发帖数: 34 | 46 【 以下文字转载自 Stock 讨论区 】
发信人: victor (小王子~~蛇吻余生), 信区: Stock
标 题: 特斯拉为什么要现在推出中程版本的Model 3
发信站: BBS 未名空间站 (Fri Oct 19 20:00:37 2018, 美东)
熊熊们大多认为，是因为高配版本的需求枯竭。这从某种程度上来说是正确的。毕竟，
在北美范围内（或是其他任何局部市场），六万美元均价的轿车的需求不可能那么高。
尽管Model 3已经抢了不少BBA的份额，但是在Q3发货接近六万辆以后，已经清掉了北美
市场高配订单的backlog，Q4很难收到同样数量的新订单。同时，Model 3的产能已经从
Q3的burst mode五千辆，逐渐提升到目前的每周稳定五千辆。也就是说即便产能在Q4不
再继续增长，也能季产65,000辆。在初期积累的需求被消化以后，如何调配产品的配置
选择，就很有讲究了。T要做的，是在供给、需求和利润之间找到一个最佳平衡。而供
给是由产能决定的。现在的假设是， Q4 Model 3的供给大于北美市场对Long Range（
LR）型号的需求，但是仍远小于对Stand... 阅读全帖 |
|
i***0
发帖数: 8469 | 47 Microsoft’s plan to stop Bing’s $1 billion bleeding
http://money.cnn.com/2011/09/20/technology/microsoft_bing/index
NEW YORK (CNNMoney) — Bing, Microsoft’s two-year old search engine, is
losing nearly a $1 billion a quarter, with no sign of letting up.
Microsoft (MSFT, Fortune 500) has lost $5.5 billion on Bing since the search
service launched in June 2009, but the company’s search losses actually
pre-date that. In fact, the software giant has never made money in its
online services division. S... 阅读全帖 |
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p******g
发帖数: 125 | 48 1. You need more information, such as potential return or intrinsic value
etc. The key is to calculate IRR...
2. You need to have price elasticity and marginal cost...
3. No discount, you get $300 back; discount, you get $200+$120=$320 back. So
yes.
4. Ask what is their definition of cannibalization rate. I think it means (
15%-10%)/15%=33%. The breaking even rate is easy to get.
5. Because no all defaults result in loss of 100% credit limits... |
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B*****g
发帖数: 34098 | 49 http://www.usnews.com/news/articles/2012/05/31/maryland-man-arr
dmitting-to-killing-eating-roommate
Maryland Man Arrested After Admitting to Killing, Eating Roommate
Alexander Kinyua admitted to chopping up his roommate and eating his heart a
nd part of his brains
By JASON KOEBLER
May 31, 2012 RSS Feed Print
Another day, another report of a horrifying cannibalistic attack. Alexander
Kinyua, a 21-year-old Maryland man was arrested Wednesday for killing and ea
ting the brain and heart of his room... 阅读全帖 |
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f***k
发帖数: 432 | 50 其实很多的观众都被电影trailer骗了。这部电影根本不适合小孩子看。虽然前面大半
部电影美仑美幻，其实暗示了很多的东西。我刚开始也抱着去看少年漂流奇遇的心态，
但是越看越不对滋味。影片开始的父母就给PI将了很多的东西，观众会觉得摸不着头脑
。例如他的母亲给他讲的故事"通过嘴巴看到宇宙"，他的父亲说的“通过老虎的眼睛看
到的是自己”等等，还有后面漂浮的海岛看起来是一个人的形状，发现人的牙齿等等。
直到片尾从PI的嘴里讲出第二个故事，真是让人觉得不寒而里栗。其实PI是吃掉了其他
人，甚至自己的母亲，才能活下来。到底你是相信第一个故事还是第二个，那是观众自
己的选择吧。
还有老虎的名字Richard Parker，就预示了cannibalism。 |
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