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l***o
发帖数: 5337 | 1 server市场的另一个问题，是云计算化。这样server会非常集中到若干大买家手里，这
些买家将有很大的bargain power，把供应商的margin压到死。现在已经有苗头，估计5
年内这个效应就会让硬件商哭。
PC一死，硬件商的黄金时代永远结束了。 | t**x
发帖数: 20965 | 2 BS吧，大炮一响，绝大多软工得饿死
计5
【在 l***o 的大作中提到】
: server市场的另一个问题，是云计算化。这样server会非常集中到若干大买家手里，这
: 些买家将有很大的bargain power，把供应商的margin压到死。现在已经有苗头，估计5
: 年内这个效应就会让硬件商哭。
: PC一死，硬件商的黄金时代永远结束了。
| l***o
发帖数: 5337 | 3 大炮响？不会。
【在 t**x 的大作中提到】
: BS吧，大炮一响，绝大多软工得饿死
:
: 计5
| D******e
发帖数: 11265 | 4 I was looking for some specific information as Intel (NASDAQ: INTC )
prepared for Thursday night's fourth-quarter report. I walked away from the
presentation a little bit disappointed.
Sales should land close to the official guidance, regardless how loudly
skeptics proclaimed the imminent death of the PC. $13.5 billion is very
close to the $13.6 billion guidance midpoint, and well within the range.
Score one for Intel.
The company should have dropped some clues on how the hunt for a new CEO is
working out. Outgoing chief Paul Otellini leaves some mighty large shoes to
fill, and investors deserve at least some discussion of what the company is
looking for next. After combing through the official releases and the
accompanying analyst call, mum's the word.
Otellini's actual retirement is only four months away. Need. More. Info.
Is the board of directors planning to elevate an insider to the top job, or
will they break this grand old Intel tradition by snagging a rock-star
outsider? Otellini was the first Intel CEO to bring more business sense than
technical know-how to the job. Again, no idea which way the company will
lean next.
Intel shares plunged 7% on the report. Not because of weak results, because
they weren't -- earnings and sales both topped the Street view. But the bar
was set low for the first quarter. Sales should drop to about $12.7 billion,
gross margins stay slim at 58% or so, and Intel will invest heavily in its
manufacturing infrastructure.
Never mind that CFO Stacy Smith sees stronger business in the back half of
2013. Microsoft's (NASDAQ: MSFT ) Windows 8 platform should start gaining
traction as consumers overcome their resistance to design changes and
corporate buyers qualify the software for business use. A slew of brand new
mobile processors will find their way into tablets and smartphones, running
both Microsoft's Windows 8 and Google's Android software. (Note to self: Don
't bet on Microsoft reporting a huge quarter next week, but do listen to Mr.
Softy's full-year guidance.)
And in the background to all of this, the global economy seems due for some
good news. Smith said that "the consensus day is that there's a pretty
significant strengthening in the worldwide economy over the course of the
back half of this year."
So all things considered, this drastic sell-off looks like a knee-jerk
reaction to a soft short-term outlook. The stock should rise later on, as
Intel's road map for the second half plays out. Meanwhile, enjoy a temporary
period of low buy-in prices and fantastic dividend yields. |
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