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发帖数: 1 | 6 Chi
[在 stockcnn (熊孩子—本人观点限两周内有效) 的大作中提到：]
:壮观, 小爷又要添几盏金灯了，maga |
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a********6
发帖数: 14468 | 12 【 以下文字转载自 Military 讨论区 】
发信人: abcxyz2046 (灌君), 信区: Military
标 题: 扭腰时报醒世好文：美国股市不再是经济的晴雨表
发信站: BBS 未名空间站 (Tue Feb 15 10:50:19 2011, 美东)
换句话说，中国股市输出价值观，华尔街不再是美国经济的晴雨表，而成了投机巨头们
独享的乐园。
http://www.nytimes.com/2011/02/14/opinion/14Salmon.html?src=me&
Wall Street’s Dead End (华尔街的穷途末路）
By FELIX SALMON （作者：菲利克斯.沙门鱼）
。。。 But look at America’s stock exchanges more closely, and there’s
less to them than meets the eye. In truth, the stock market is becoming
increasingly irrelevant — a trend that threatens th... 阅读全帖 |
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k******a
发帖数: 2436 | 13 People with $200k taxable income will pay additional medicare tax of 0.9%.
The law calls for more competition among health insurance companies due to
the commoditization of insurance policies. In the end, I think you will
actually see low premium even for middle class. |
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r**m
发帖数: 1825 | 14 Very informative post from yahoo finance board:
http://finance.yahoo.com/mbview/threadview/?&bn=23a9aaae-3c87-3
Re: Why is anybody buying here
by mark_templeton_99 . Jan 9, 2013 10:42 PM . Permalink
Ashraf,
I have read your articles and message posts and think that you are a good
writer. However, there is a lot more to business success than technology
leadership.
When Intel beat out Motorola and others for leadership in the 16 bit
microprocessor space (well before your time) they did not have th... 阅读全帖 |
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a**********k
发帖数: 1953 | 16 想法不错。
这些年的趋势是系统软件跟着硬件商品化(commoditization)，
应用软件的价值相对越来越高。 而应用软件系统开发在
计算机学科里大多只是一些工程问题， 主要还是市场的
发掘。 云计算将是软件工业的革命，软件的development
和deployment的模式都会因之改变。 |
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N*****m
发帖数: 42603 | 17 薯片牛
去年就有评论了，薯片要把二毛五commoditize化 |
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b***e
发帖数: 15201 | 19 发信人: amrdiab (北京人在北京), 信区: StartUp
标 题: （北京人在北京）也来谈谈创业，顺便找partner - PART 4
发信站: BBS 未名空间站 (Tue Oct 4 12:44:31 2011, 美东)
PART 4
--------------------------------------
先说两件事
1）来MITBBS的都是智商比较高的人，善于分析。如果碰巧有认识我的同学或者朋友猜
出来了我是谁，我恳请你们不要把我名字说出来就好。其实写这帖子主要是分享一些我
走错的路。以我当反面例子，大家可以更好的结合自己的情况做出判断。
2）有人问我MSN是多少，想交流一下。首先，我也喜欢交流。不过我没有MSN，我只用
QQ（我比较土）。另外我不太愿意在QQ上交流（包括我和我现在的一个合作伙伴也约定
了不在QQ上谈事），太费眼睛，脖子和手打字也累。最好的方式是面谈。北京欢迎你！
当然，给我发站内信也可以。
继续上次说的姚明国家队队服的事儿。有人可能觉得这个不靠谱。会觉得，没有做市场
调查就敢订货？就敢卖？扯蛋呢吧。
我从不做市场调查。是的，我从不做市场调... 阅读全帖 |
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s*****e
发帖数: 21415 | 20 你也只是暂时安全
等到相机commoditize以后，所有专业的摄影师必然都搬家到N |
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d******n
发帖数: 3014 | 21 http://online.wsj.com/articles/sony-struggles-with-the-bottom-l
5月12日新鲜出炉
For Sony, Struggle is Still the Bottom Line
Company Set to Report Fourth Annual Loss in Five Years
Email
Print
0 Comments
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smaller
Larger
By ERIC PFANNER AND KANA INAGAKI
May 12, 2014 8:35 a.m. ET
Sony CEO Kazuo Hirai reacts during a news conference in Tokyo in February,
when Sony announced it was selling its Vaio personal computer operations and
cutting its global workforce. Associated Pre... 阅读全帖 |
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P*G
发帖数: 96 | 22 Hehe, maybe Jobs has one more common ending like Ford.
Ford was overtaken because it stuck to one model even after cars were
commoditized, ignoring consumer behaviors.Apple is risking the same route...
although Apple's situation is better with the Appstore. |
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j**h
发帖数: 173 | 23 【 以下文字转载自 PDA 讨论区 】
发信人: josh (joshua), 信区: PDA
标 题: Re: quadroid vs wintel
发信站: BBS 未名空间站 (Sun Dec 5 12:44:32 2010, 美东)
The elephant in the room is the network carriers, who are enormously
powerful (oligopoly) and do not want to see a dominant platform that sway
the power from them.
A second factor is that the smartphone market has been so far driven by
consumers, where user experience and consumer applications is more important
than office productivity software on PC, which happened to be c... 阅读全帖 |
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r******y
发帖数: 3838 | 24 Google's Android and Microsoft's Windows Phone 7 will compete for presence
on handsets in a smartphone
market "race to the bottom," one that could leave Apple's iPhone as the "
last man standing," one prominent
Wall Street analyst believes.
Charlie Wolf with Needham & Company issued a note to investors Friday in
which he declared the
"successful launch" of Windows Phone 7, the new mobile operating system from
Microsoft. He expects
Microsoft and Google to compete aggressively among the leading sm... 阅读全帖 |
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L******t
发帖数: 1985 | 25 Switches are being commoditized. This is a fact. Even if Nexus family fully
pick up, no profit margin as before. |
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v**n
发帖数: 951 | 26 those are excuses commonly used to hide the real problems.
MP3s, desktops, Laptops are also commoditized, but apple still can find a
way through it and get high margin.
C has very serious execution problem.
fully |
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L******t
发帖数: 1985 | 27 Lao Da, I'd rather not talk like that in public. :)
My point was, internal issue is not the only factor. Commoditization of
switching market is taking a toll regardless of good or bad execution. We
will keep most of the high-end market, but the overall margin is on a
downward trend.. |
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B*****R
发帖数: 1539 | 28 when was the last time switch was not a Commoditization?
We |
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s*****g
发帖数: 1055 | 29 Not sure you guys heard about Cumulus Networks, its own Linux(Based on
Debian) runs on 64 port 10G OEM switches, user can then run open source
routing protocols(Bird, Quagga etc), the switch costs less than half of
similar products offered by traditional vendors, initially it targets at
data center TOR switch market.
I think it will get some traction especially for those customers who are
very cost sensitive, it is also going to be useful on Internet edge, if you
want to do BGP traffic engineeri... 阅读全帖 |
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z**r
发帖数: 17771 | 30 haven't heard about this company, but this concept isn't new right?
F5 was running the opensource protocol daemons 10 years ago on their BIGIP
loadbalancers ...
When you say cost, I'm not a CFO, but I would say the cost should really
mean Total Ownership Cost, in most times, the operational cost is more
expensive than the device itself.
And when you have this bare metal device, I personally think the SDN
solution is a way more promising one
you
come |
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s*****g
发帖数: 1055 | 31 Actually this company just came out of stealthy mode, one founder is ex-
Cisco/Google fellow, I yet to find out how significant their work is (I
agree, the idea of running Linux on a commodity switch is not new at all). I
am
not sure what operational cost you are referring to, the reality is most
small to medium companies that have tech operation teams, they don't have/
don't need dedicated network engineers, yet they have many Linux experts in
house, so operationally running Linux on network de... 阅读全帖 |
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p*****s
发帖数: 344 | 32 no magic to me. if the linux os is to be the controller for the 640G switch
the bottle neck is still there. no matter how many application it can run it
won't scale. you either get a flexible 10G flexible application router or a
100G baremetal switch, can not get both without special hardware. |
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m******t
发帖数: 4077 | 33 不懂，iox 也是linux kernel 了，就是app的区别？
you
come |
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a**********k
发帖数: 1953 | 34 They had a tech talk @ Google a week or so ago. The room was
packed although most of the audience were not Network
professional.The founder is an ex-Cisco hardware guy.
you
come |
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s*****g
发帖数: 1055 | 35 Sorry to revive this old thread, but I am telling you, people ... this is
real, we did a greenfield deployment of Cumulus switch, it works great! A 64
port 10G switch based on Trident running Cumulus costs less than half of
the price we used to pay for traditional vendors.
Spine/leaf topology with 1U/2U fixed-configuration switches running Cumulus
will be the way to build next-gen data center IP-fabric of any scale. If you
are still thinking of buying expensive multi-slot big switches from
tradi... 阅读全帖 |
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L******t
发帖数: 1985 | 36 Data center TOR? Where are you if I may ask?
Is it a Layer 2 or Layer 3 network? How is HA supported?
Anything else great except for economy?
I've been hearing that Cumulus product is great, seemingly related to SDN
stuff. But no details.
64
Cumulus
you
one |
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s*****g
发帖数: 1055 | 37 Data center ToR/Leaf/Spine, No layer 2, IP-fabric. HA on box level is
expensive and buggy, you move the redundancy from box level to network level
to achieve HA, such that any box's failure will not affect applications,
our applications do not need sub-second failover, if we do
need faster convergence, fast BFD timer will be more than enough.
Every vendor has its own definition of SDN, in case of Cumulus, since it is
an open OS, you can write your own software (whether it is a simple shell
scrip... 阅读全帖 |
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z**r
发帖数: 17771 | 38 Cisco ACI is similar solution, Nexus 9k is way cheaper than Nexus 7k.
64
Cumulus
you
one |
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s*****g
发帖数: 1055 | 39 What is the price after discount for a 64 and 128 port 10g switch offered by
Cisco? ballpark number. |
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L******t
发帖数: 1985 | 40 Is Cumulus product capable of Layer 2? Or at least is it on roadmap?
Any overlay support or plain Layer 3 only?
Is it spine-leaf two-layer mesh topology? Two TORs each rack for redundancy?
Is the metric collection tool you mentioned something de facto or
proprietary?
level
is
is |
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L******t
发帖数: 1985 | 41 Does Arista offer similar solution? Any comparison?
I believe Dell has something similar. What makes Cumulus better than Dell?
by |
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s*****g
发帖数: 1055 | 42 Of course, it can do L2, L3 even VXLAN.
Spine-leaf is not exactly mesh, depending on your specific requirement (
scalability, over-subscription ratio etc), you can have multiple layers of
spine-leaf. You can have two ToRs on each rack, or run routing protocols
from servers to two ToRs in different racks, there is really nothing fancy
there. In my case, we simply do not care about a rack going off line because
application takes care of it.
No, the metric collection tools are all open source, goog... 阅读全帖 |
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s*****g
发帖数: 1055 | 43 Cumulus to Dell is like Microsoft/Redhat to Dell, Cumulus does not make
switches, it makes software and the software runs on Dell hardware.
Can Arista switch run OS of my choice? can I build my own software package
and run the software on it? granted, all vendors can provide feature sets
Cumulus can not match (at least for now), but how much percentage of those
features are needed by you? |
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m**k
发帖数: 290 | 44 This is not new. Many switch vendors run linux in their box.
The main difference is price. And the reason for higher price of most
vendors is they have too many bad software engineers.
To network engineers, the difference is whether to expose linux commands to
the user or to have a unified cli. People have different preferences, and
most cli sucks.
Also, linux support for network device (routing/switching) is not very good.
There are still a lot of work to be done. |
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m**k
发帖数: 290 | 45
and the more importantly, bad managing. |
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z**r
发帖数: 17771 | 46 different customers get different discounts, the list price of Nexus 93128 (
96 10G-T and 8x40G, including 8 QSFP+) is about $30K. Some customer may get
over 50% discount, let's say you get 40% off, the price would be $18k or so?
remember this includes 8 QSFP+, which could cost a couple of thousands
easily
by |
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z**r
发帖数: 17771 | 47 yes, Arista has fabric solution as well |
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s*****g
发帖数: 1055 | 48 This price for a 128 port 10G is not ridiculously high, but still high
comparing to bare metal+Cumulus, plus Dell S6000 is only 1RU vs Nexus93128's
3RU.
(
get
so? |
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z**r
发帖数: 17771 | 49 let's say you get a qos issue, who are you going to work with?
's |
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s*****g
发帖数: 1055 | 50 If you have problem with your home PC, who are you going to work with? |
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