s*******e
发帖数: 432 | 1 The message from csco to tech and other companies depending on public
sectors is that public spending(government spending) is waning. For example, csco sees spending from states government declining and spending from some european countries are declining too.
Though, i still believe csco is the way to go in the tech sector since we are still experiencing expanding of network especially the surge of cloud computing and on-line file store and retrieve. Those two trends will increase demand for upgrading network. However, those two trends maybe bad for companies like intel, since instead of getting fast cpus, people are going to get faster speed internet and run their applications on-line.
so why it is internet ?
By subscribing to some service which provides on-line software, you will not need a very fast computer, instead the service provider will upgrade their hardware for a cheaper price. The cheap price is achieved due to the efficient usage of hardware and software. Look if you buy your own computer and software, you are not use them in a efficient way since most time the computer is not working. On the other hand, the on-line application provider is providing their hardware and software service to lot of people and their hardware is running all day and all night. Thus they are using it in a very efficient way. So the result is the efficient usage of hardware and software and low price. And the bottleneck is the network speed. | w******s
发帖数: 16209 | 2 good。 thanks.
example, csco sees spending from states government declining and spending
from some european countries are declining too.
for companies like intel, since instead of getting fast cpus, people are
going to get faster speed internet and run their applications on-line.
【在 s*******e 的大作中提到】
: The message from csco to tech and other companies depending on public
: sectors is that public spending(government spending) is waning. For example, csco sees spending from states government declining and spending from some european countries are declining too.
: Though, i still believe csco is the way to go in the tech sector since we are still experiencing expanding of network especially the surge of cloud computing and on-line file store and retrieve. Those two trends will increase demand for upgrading network. However, those two trends maybe bad for companies like intel, since instead of getting fast cpus, people are going to get faster speed internet and run their applications on-line.
: so why it is internet ?
: By subscribing to some service which provides on-line software, you will not need a very fast computer, instead the service provider will upgrade their hardware for a cheaper price. The cheap price is achieved due to the efficient usage of hardware and software. Look if you buy your own computer and software, you are not use them in a efficient way since most time the computer is not working. On the other hand, the on-line application provider is providing their hardware and software service to lot of people and their hardware is running all day and all night. Thus they are using it in a very efficient way. So the result is the efficient usage of hardware and software and low price. And the bottleneck is the network speed.
| l**********o
发帖数: 9952 | | h*******a
发帖数: 573 | 4 great info! what i have taken away is not to touch intel/amd. onlonepotato
is also right that csco faces fierce competition from huawei. | s*******e
发帖数: 432 | 5 Does huawei has ADRs ?
I think we can research to find the best network hardware supplier | c*****r
发帖数: 8227 | 6 You have to get one thing straight regarding Intel: Whose CPUs are powering
the servers running the cloud?!
example, csco sees spending from states government declining and spending
from some european countries are declining too.
are still experiencing expanding of network especially the surge of cloud
computing and on-line file store and retrieve. Those two trends will
increase demand for upgrading network. However, those two trends maybe bad
for companies like intel, since instead of getting fast cpus, people are
going to get faster speed internet and run their applications on-line.
not need a very fast computer, instead the service provider will upgrade
their hardware for a cheaper price. The cheap price is achieved due to the
efficient usage of hardware and software. Look if you buy your own computer
and software, you are not use them in a efficient way since most time the
computer is not working. On the other hand, the on-line application provider
is providing their hardware and software service to: lot of people and
their hardware is running all day and all night. Thus they are using it in a
very efficient way. So the result is the efficient usage of hardware and
software and low price. And the bottleneck is the network speed.
【在 s*******e 的大作中提到】
: The message from csco to tech and other companies depending on public
: sectors is that public spending(government spending) is waning. For example, csco sees spending from states government declining and spending from some european countries are declining too.
: Though, i still believe csco is the way to go in the tech sector since we are still experiencing expanding of network especially the surge of cloud computing and on-line file store and retrieve. Those two trends will increase demand for upgrading network. However, those two trends maybe bad for companies like intel, since instead of getting fast cpus, people are going to get faster speed internet and run their applications on-line.
: so why it is internet ?
: By subscribing to some service which provides on-line software, you will not need a very fast computer, instead the service provider will upgrade their hardware for a cheaper price. The cheap price is achieved due to the efficient usage of hardware and software. Look if you buy your own computer and software, you are not use them in a efficient way since most time the computer is not working. On the other hand, the on-line application provider is providing their hardware and software service to lot of people and their hardware is running all day and all night. Thus they are using it in a very efficient way. So the result is the efficient usage of hardware and software and low price. And the bottleneck is the network speed.
| l******s
发帖数: 1276 | 7 well, it can be MIPS based or ARM based in 1-2 years...
powering
【在 c*****r 的大作中提到】
: You have to get one thing straight regarding Intel: Whose CPUs are powering
: the servers running the cloud?!
:
: example, csco sees spending from states government declining and spending
: from some european countries are declining too.
: are still experiencing expanding of network especially the surge of cloud
: computing and on-line file store and retrieve. Those two trends will
: increase demand for upgrading network. However, those two trends maybe bad
: for companies like intel, since instead of getting fast cpus, people are
: going to get faster speed internet and run their applications on-line.
| g**********7
发帖数: 2026 | 8 是阿，包括爱离心。
【在 l**********o 的大作中提到】
: csco会被华为干掉，恩，日薄西山。
| h*******a
发帖数: 573 | 9 You haven't got the point yet. What matters is the total demand for CPU will
fall...
powering
【在 c*****r 的大作中提到】
: You have to get one thing straight regarding Intel: Whose CPUs are powering
: the servers running the cloud?!
:
: example, csco sees spending from states government declining and spending
: from some european countries are declining too.
: are still experiencing expanding of network especially the surge of cloud
: computing and on-line file store and retrieve. Those two trends will
: increase demand for upgrading network. However, those two trends maybe bad
: for companies like intel, since instead of getting fast cpus, people are
: going to get faster speed internet and run their applications on-line.
| s*******e
发帖数: 432 | 10 More efficient usage of CPUs means less total CPUs. it could be also that the cheaper for using advanced CPUs the more demand. But with almost every family have computers in US, it is hard to know where new demand will come from in US market.
powering
【在 c*****r 的大作中提到】
: You have to get one thing straight regarding Intel: Whose CPUs are powering
: the servers running the cloud?!
:
: example, csco sees spending from states government declining and spending
: from some european countries are declining too.
: are still experiencing expanding of network especially the surge of cloud
: computing and on-line file store and retrieve. Those two trends will
: increase demand for upgrading network. However, those two trends maybe bad
: for companies like intel, since instead of getting fast cpus, people are
: going to get faster speed internet and run their applications on-line.
| s********z
发帖数: 5411 | 11 huawei is privately held.
【在 s*******e 的大作中提到】
: Does huawei has ADRs ?
: I think we can research to find the best network hardware supplier
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