u**********n
发帖数: 8905 | 1 感觉除msft以外的几个科技股都被低估了，如同去年的银行股 |
d******e
发帖数: 1073 | 2 为啥暴跌搞清楚了吗
【在 u**********n 的大作中提到】
: 感觉除msft以外的几个科技股都被低估了，如同去年的银行股
|
N*****d
发帖数: 9872 | 3 说什么google要生产芯片，就像去年的伦敦鲸，都是新闻炒作。 Snowden也是差不多道理
【在 d******e 的大作中提到】
: 为啥暴跌搞清楚了吗
|
T******r
发帖数: 84 | 4 I see this as a real threat to the server line of business. Also apple is
considering arm chips in the Mac.
道理
【在 N*****d 的大作中提到】
: 说什么google要生产芯片，就像去年的伦敦鲸，都是新闻炒作。 Snowden也是差不多道理
|
b***a
发帖数: 9489 | 5 that is a joke
【在 T******r 的大作中提到】
: I see this as a real threat to the server line of business. Also apple is
: considering arm chips in the Mac.
:
: 道理
|
r*****e
发帖数: 4611 | |
h**********9
发帖数: 3252 | 7
It's a threat but the entry barrier of making chips is much higher than
making web pages. There is also a great chance that it takes them a lot of
money and a long time to make a chip with crappy performance.
【在 T******r 的大作中提到】
: I see this as a real threat to the server line of business. Also apple is
: considering arm chips in the Mac.
:
: 道理
|
p*********r
发帖数: 4593 | 8 It's not worth to keep money on INTEL.
The margin for its CPU business will be smaller and smaller due to
competition from ARM. ARM is going to everywhere. Now it's on mobile devices
, soon will be on notebook/laptop, then server market.
Tech companies are hard to invest once the companies are out of favor. |
T******r
发帖数: 84 | 9 Google has tons of cash. Just go shopping. Amd can buy Seamicro then why can
't Google buy a similar company?
Arm core for server is there anyway. Just need to put in some of their own
IP cores. Not a big hassle and I think this comes earlier than expected.
FB is coming up with their own flavor of server hardware too. So we may see
this as a trend.
Those who think this is a joke need to think out of the box.
【在 h**********9 的大作中提到】
:
: It's a threat but the entry barrier of making chips is much higher than
: making web pages. There is also a great chance that it takes them a lot of
: money and a long time to make a chip with crappy performance.
|
