b**g
发帖数: 949 | 1 when you say someone is "大师", this guy must stand the test of time. we of
course can compare him against anyone who's accepted as true master by the
general public. without comparison, anyone can be called master.
every dialect has its own intrisic beauty that only the native speakers can
comprehend. beijing dialect is just one kind among hundred others. i enjoy
my own dialect as much as i don't care about yours.
when i was writing chinese, i was reading alound in my heart with my own
dialect in |
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G*******m
发帖数: 16326 | 2 误差的主要来源：
GPS 的速度是离散的，车内的速度是连续的。
就是说一个是数字信号，一个是模拟信号。
GPS 采样频率达到某个数值的时候，二种速度就会趋向一样。
GPS 采样频率太低，最大可能的误差会大一些，加速度的关系。
GPS 采样频率太高，最大可能的误差也会大一些，就是说有0/0的问题出来干扰。
如果车子做恒速直线运动，二个速度不一样的话，这个误差叫作intrisic误差，也叫系
统误差。 |
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c**********l
发帖数: 606 | 3 I am a LONG TERM bull on NG as well. but there is simply NO good vehicle to
invest in NG. UNL/UNG all have huge decay and just don't track NG price. .
.
they are just intrisically not suitable for long term investment. |
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G*******m
发帖数: 16326 | 4 而且你long的call吧，只有intrisic value部分才计入你的account equity。
time value 部分不计入你的account equity。 |
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m****a
发帖数: 240 | 5 The problem is actually DVD renting shifts to online video.
Netflix has less advantage in online video than its original mail service.
It also face much more intensive competition.
好比市区拆迁户，丢了老房子。signal family 换townhouse. 新房是更漂亮，可是位
置就没那么好了，还得跟neighbor share the wall.
你以为新房照给，老房不拆啊. 问问天朝拆迁队答不答应？
So what's the excitement? |
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l******s
发帖数: 1276 | 6 Don't forget HULU, that will be a strong competitor... |
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r****d
发帖数: 239 | 7 As I see it the excitement now lies in the international growth which
suites well as the shift from DVDs to streaming. (Domestic growth of
course is still the main part but have been priced in. ) The key for
netflix management is to manage the content provider relationships and
they seem to be doing fine. with the transformation of TV industry,
content providers will eventually reduce further control on contents,
company like NFLX will benefit.
I also think it's overvalued however growth investo... 阅读全帖 |
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m****a
发帖数: 240 | 8 International growth is a joke, look at netflix Canada online service.
I heard another big joke is netflix is expanding in China, wow! image a 1.
3Billion customer market. |
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C****a
发帖数: 1639 | 9 每天在verycd上下盗版电影的人不会明摆netflix的价值 |
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J******e
发帖数: 2941 | 10
新片大片基本上半个月在国内就出DVD或者高清蓝光版的了，迅雷满速随便下，NETFLIX
要是到中国跟在美国一样收费，那它死都不知道是怎么死的。 |
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i**y
发帖数: 1170 | 12 ah?? Find me an Inception DVD version.... it is out almost 3 months now.
NETFLIX |
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v****e
发帖数: 19471 | 13 嗯，有些人是永远不会明白软件和媒体内容能卖钱这个事儿的。在他们看来，软件公司
、音乐人和电影人存在的意义就是免费为他们这些吝啬鬼打工。 |
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m****a
发帖数: 240 | 14 你这个逆反命题是:
"明白价值的人一定不在verycd看盗版".
你自己不觉的搞笑吗? |
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v****e
发帖数: 19471 | 15 中国人看电影不会永远靠偷的，总有花钱的那一天。但是我觉得到时候会有本土公司把
这一块做起来的，轮不到外国公司来发财。
NETFLIX |
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v****e
发帖数: 19471 | 16 I don't even know what verycd is, so I think I understand the value of NFLX
to some extent. lol |
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i**y
发帖数: 1170 | 17 your logic is pathetic....
please think 3 times before you post. |
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m****a
发帖数: 240 | 18 你这个回的水平下降的有点过了.
大家做股票跟小气,吝啬无关.
你不能因为用它的服务就觉得它永远涨.
如果有人觉得short它的人就一定看盗版那更是nonsense. |
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i**y
发帖数: 1170 | 20 She has "everyday" in her proposition
You "accidentally" deleted it to make it look funny. |
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v****e
发帖数: 19471 | 21 我这贴根本没有在谈NFLX的股价，而是在讥讽那些不舍得花钱看片、听音乐还自以为对
content distribution industry有认识的人。 |
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m****a
发帖数: 240 | 23 明白,谢了.
但仔细想想这个其实也不矛盾吧.
花钱看片的人assume everyone did the same thing and value the company/
industry too high.
看盗版的人also assume everyone did the same thing and value the company/
industry too low.
在对公司的品估上, 花钱的人并没有任何的优势. |
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c*****t
发帖数: 10738 | 24 关键是如果legal content足够低价的话，就没人去take the risk of illegal
downloading. NFLX 的cheap membership是个很好的模式。
首映 |
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J******e
发帖数: 2941 | 25
很多国人现在都很舍得进电影院花钱看新片大片，要不阿凡达也不会在中国赚那么多。
但是对于旧片，收藏类电影，或者即将/已经下线的电影来说，盗版和下载的地位是不
可动摇的，而这正好是NETFLIX的TARGET MARKET吧。 |
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s*****n
发帖数: 5488 | 26 搜狐高清。nflx就是个给人做嫁衣的。片源还是在好莱坞手里。 |
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C****a
发帖数: 1639 | 27 Yeah, I love enjoying those old catalogs.
Something like, Eraserhead, Bluevelvet, Henry: a portrait of serial killer,
which you cannot find on pplive or ppstream.
NFLX also have a lot of very good documentaries. |
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l******s
发帖数: 1276 | 28 I just hope NFLX have online only subscription ASAP.
I never use the actual DVD service, always streaming ....
, |
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s******r
发帖数: 5309 | 29 I think google tv will kill all the players in this domain based on what I
heard about their plan. |
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o**y
发帖数: 3065 | 30 Only gold is in the real market according to your theory.
But I disagree, the amount of money goes to gold is much much smaller than
it goes to equities right now. Therefore, equity market is still the biggest
market at present. As QEn's coming, equity market will even expand more,
althought the real intrisic value doesn't change, or even decrease.
building |
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y***z
发帖数: 81 | 31
re这个。楼主实在是误导青蛙。而且好像自己重新定义了in the money和/或intrisic
value.
今年市场来回震荡，这种leveraged etf 损耗大，虽说市场上总的来说涨久必跌，跌久
必涨，可能这样操作能成功99次，可第100次市场如果大头向下，一去不复返，卖deep
Itm, 短期的，就等见外婆吧
顺便问一下usasheriff,黑天鹅是谁？ |
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o******e
发帖数: 1001 | 32 黑天鹅不是谁，是一本很流行的书。
intrisic
deep |
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x*********n
发帖数: 28013 | 33 首先，你要买很红很红的小西红柿。
切成丁状。
鸡蛋要organic的，打碎。
油锅里面热起来，先放西红柿，你会发现油带有红色的西红柿汁水，
倒入鸡蛋。
然后把西红柿和鸡蛋裹起来。
喷一点黄酒，放好盐和蘑菇精。
就可以吃了。
知道为啥好吃吗？
因为intrisic value就suppose好吃。 |
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x**********n
发帖数: 292 | 34 投资。
本来投资的意义就在于growth，在于make money。所以graham说的好，当你做完一次投
资，你要feel comfortable。
如果你觉得10块钱买得这块牛肉值得，那么有什么理由让你在5块钱的时候不买 or 要
以5块钱卖掉它呢？
生活。
我们一直希望cheap，可是我们一直follow着low price。100快的皮鞋穿一年，是比300
快的穿5年贵很多的。
最后讲一讲ESPP的hedge方法。
理念：把revenue转成income
比如price是10元，你的买入价是8.5，你赚1.5 per share，你的income是1.5 per
share after tax。tax 假设40%
那么如何加强income呢？
1. open level 3+ account
2. open short call position （ half year，因为你的ESPP是半年为界，strike
price定为8.5）
3. holding your ESPP position more than 1 year
如果半年以后，你的股票是8快，那么你损失 8.5-... 阅读全帖 |
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v****r
发帖数: 353 | 35 应该会符合公式的，股价大幅超过行使价时，期权的价值就会接近intrisic value。
股价高于行使价的时候期权变为ITM，持有者可以随时行权然后卖出股票赚取差价。
所以期权的价值不会出现背离。 |
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x*********n
发帖数: 28013 | 36 投资。
本来投资的意义就在于growth，在于make money。所以graham说的好，当你做完一次投
资，你要feel comfortable。
如果你觉得10块钱买得这块牛肉值得，那么有什么理由让你在5块钱的时候不买 or 要
以5块钱卖掉它呢？
生活。
我们一直希望cheap，可是我们一直follow着low price。100快的皮鞋穿一年，是比300
快的穿5年贵很多的。
最后讲一讲ESPP的hedge方法。
理念：把revenue转成income
比如price是10元，你的买入价是8.5，你赚1.5 per share，你的income是1.5 per
share after tax。tax 假设40%
那么如何加强income呢？
1. open level 3+ account
2. open short call position （ half year，因为你的ESPP是半年为界，strike
price定为8.5）
3. holding your ESPP position more than 1 year
如果半年以后，你的股票是8快，那么你损失 8.5-... 阅读全帖 |
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s******e
发帖数: 207 | 37 It is undoubted that he has the intellectuals that can make him very
successful. However the success here is not predominantly judeged by how
good one can score or how well one can learn.
Creativity and infulence to the public separates the top elites from the
general public. Ironically no matter how the US education policy emphasize
on the equliaty, it is intrisically a elite education system. However the
most successful people heare are usually low key, never scheduled or planned
(may be some |
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s******v
发帖数: 4495 | 38 同学，这么说话，没意思。每个人都有自己的专业，你讲的有理，我一定欣然接受。
何况专业知识只是整个考量问题的一个方面，不然的话，不会有这么多的公司的CEO是
不懂技术
的。
具体到denvor，没有一个技术项目是100%没有风险的。
从市场而言，arm对x86的冲击是显而易见，再往下走，无论是server还是PC，一定要
64bit，
连intel自己都成立了microserver部门，用atom作server，因为功耗是现在各个data
centerz最头疼的问题。你可以看一下facebook的data center，最nb的地方不是多少个
server，是比其他的datacenter平均节电37%。而且facebook是鼓吹low power server
的一个主力。
另外一方面，arm已经重申了几次，2015年没有64bit。而arm的licensee中只有apple,
qualcomm和nvda有架构license。apple的资源有限，他的半导体部门就是几年前收购的
pa-
semi和intrisity，撑死了1千人，做a4/a5已经很不容易了。qualcomm强项是wire... 阅读全帖 |
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s*******y
发帖数: 18 | 39 I have to say you know nothing about mobile industry. Samsung acquired
semiconductor arm of CSR, which is referred in your post. It's uncommon for
semiconductor vendor to build complete solutions - GPS/BP/AP. Qcom's
acquisition of Atheros was another example. As a matter of fact, CSR
acquired Sirf for same reason. Sirf once was largest GPS chip vendor.
Apple acquired a design firm called Intrisity to design AP. This company
designed AP for iphone and Galaxy S. For iPhone 5, apple probably uses
S... 阅读全帖 |
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g**8
发帖数: 4951 | 40 首先，你说：I have to say you know nothing about mobile industry
不才，混得不好让你觉得我没知识，但是我恰巧就在MOBILE INDUSTRY。
其次你特别介绍CSR/SIRF，貌似是说我连那个都不知道，还议论什么。我在我的贴里面
没有提起他们的名字绝非是我不知道那个新闻的基本事实，恰恰相反，我不但知道那家
公司而且还颇有些了解。事实上那个公司名字在新闻里面到处都是，我实在没必要不知
道：-）
你继续说：
It's uncommon for semiconductor vendor to build complete solutions - GPS/BP/
AP.
我想你是想说：
It's NOT uncommon for semiconductor vendor to build complete solutions - GPS
/BP/AP.
真是这样吗？这样做的企业除了高通和博通，你还能举出其它别的吗？INTL？NVDA？
MRVL？答案全部都是NO。即使高通，如你所说，也是去年ACCQUIRE了ATHEROS才做到的
。我的确... 阅读全帖 |
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m****r
发帖数: 6639 | 41 but in general, i do agree that less rules allows for more original ideas.
unless there's some intrisic flaws in the game itself such that makes a rule
necessary.
in the case for badminton, i don't think the current rule system is flawed
to a point where a rules change is needed. but I also do think that with
the proposed rule change, some very interesting strategary can be developed
that can open a whole new dimension for the game.
to be honest, i don't think there has been any real advancemen... 阅读全帖 |
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m*****n
发帖数: 7450 | 42 不对。 其实这个好像有学术上的讨论，应该是intrisic value(artistic expressions
?) + 艺术小圈子承认你，并不需要卖出去。这种东西都有人研究，说明学术太可怕了。 |
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l********e
发帖数: 3632 | 43 知道科普量级广义相对论的都知道manifold的定义吧？ |
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a****a
发帖数: 3992 | 47 也不是所有的数学和物理的专业都学微分几何的好吧 |
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j****c
发帖数: 19908 | 49 大多数专业只学18世纪以前的数学就够了，后来的数学一般只有物理才用到 |
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M********n
发帖数: 4650 | 50 one should know something about everything and everything about something. |
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