m*****u
发帖数: 5534 | |
b*******e
发帖数: 6389 | 2 It's the market problem, not single stocks.
Buy Cloud Computing on every dip. |
m****l
发帖数: 342 | 3 look at SNDK
AMD is okay |
b*******e
发帖数: 6389 | 4 It is not a joke that Cloud Computing is eating the cake belonged to
traditional device providers.
【在 m****l 的大作中提到】
: look at SNDK
: AMD is okay
|
l******s
发帖数: 1276 | 5 what chip is supposed to be the cloud computing winner?
【在 b*******e 的大作中提到】
: It's the market problem, not single stocks.
: Buy Cloud Computing on every dip.
|
b*******e
发帖数: 6389 | 6 All chips would be losers.
That's why Intel just began to buy other companies -- for survival.
【在 l******s 的大作中提到】
: what chip is supposed to be the cloud computing winner?
|
l******s
发帖数: 1276 | 7 confused... you mean nvda's GPU or Scientific computing chips business is
eaten by some cloud computing chip company? (which?)
【在 b*******e 的大作中提到】
: It is not a joke that Cloud Computing is eating the cake belonged to
: traditional device providers.
|
b*******e
发帖数: 6389 | 8 GPU should be fine. CPU demands would shrink.
【在 l******s 的大作中提到】
: confused... you mean nvda's GPU or Scientific computing chips business is
: eaten by some cloud computing chip company? (which?)
|
b******r
发帖数: 16603 | 9 牛刀大牛高瞻远瞩高屋建瓴。。我们业界人士不必拘泥细节。。领会精神就好。。
【在 l******s 的大作中提到】
: confused... you mean nvda's GPU or Scientific computing chips business is
: eaten by some cloud computing chip company? (which?)
|
