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Stock版 - TWTR 的市值不该超过 LNKD 的市值
相关主题
PCLN马上回到99年IT泡沫的价格了准备下周狂玩TSLA PCLN ER
今天赌两个ER大家都来分析分析 Facebook的真正价值 !!!
TWTR的市值已经超过LNKD了西雅图版著名股神预测,Linkedin市值会翻6倍 (转载)
过两个月再来看, 你就知道现在FB 55是多末的便宜了LNKD真王道啊
对TWTR的戒心来自于这几个简单的数字My current holdings
尼玛,TWTR的市值比LNKD高50%多加仓性浪112.5
TWTR其实现在是45B的市值LNKD
google为什么牛,最根本的原因我(反指)非常不看好的几个股票
相关话题的讨论汇总
话题: twtr话题: lnkd话题: fb话题: search话题: social
1 (共1页)
j**l
发帖数: 486
1
这点该没争议吧?
今天收盘一跌一涨, 两者市值几乎拉平。
明天起, LNKD 跌多少百分点, TWTR 也至少得跟着跌多少。但 LNKD 涨时,TWTR 不
一定能涨
a***m
发帖数: 5037
2
为什么没争议
c*******h
发帖数: 1467
3
没看懂逻辑
G********p
发帖数: 3504
4
感觉lnkd要摔起来会更狠
j**l
发帖数: 486
5
从用户上看, LNKD 的用户比 TWTR 的用户更勤于上去转转。 LNKD 的很多用户愿交年
费, 推特的用户有谁愿交? LNKD 也有广告收入。我要做广告, 宁可去 LNKD , 也
不去 TWTR
你能讲讲 TWTR 比 LNKD 更有价值的理由吗?

【在 a***m 的大作中提到】
: 为什么没争议
f*****g
发帖数: 15860
6
LNKD's focus is too narrow. to me, it's way over valued.
TWTR has much wider potentials, anything is possible, lol.

【在 j**l 的大作中提到】
: 从用户上看, LNKD 的用户比 TWTR 的用户更勤于上去转转。 LNKD 的很多用户愿交年
: 费, 推特的用户有谁愿交? LNKD 也有广告收入。我要做广告, 宁可去 LNKD , 也
: 不去 TWTR
: 你能讲讲 TWTR 比 LNKD 更有价值的理由吗?

a***m
发帖数: 5037
7
agree twtr 想象空间大

【在 f*****g 的大作中提到】
: LNKD's focus is too narrow. to me, it's way over valued.
: TWTR has much wider potentials, anything is possible, lol.

j**l
发帖数: 486
8
社交网的根本在于用户: TWTR 用户数和用户活妖度都比 LNKD 低, 就别想得太多了。

【在 f*****g 的大作中提到】
: LNKD's focus is too narrow. to me, it's way over valued.
: TWTR has much wider potentials, anything is possible, lol.

s***d
发帖数: 15421
9
一个是工作网站 一个是媒体网站 不是同一个行业

了。
★ 发自iPhone App: ChineseWeb 7.8

【在 j**l 的大作中提到】
: 社交网的根本在于用户: TWTR 用户数和用户活妖度都比 LNKD 低, 就别想得太多了。
j**l
发帖数: 486
10
LNKD 也发些广告, 可能效果比 TWTR 还好点。

【在 s***d 的大作中提到】
: 一个是工作网站 一个是媒体网站 不是同一个行业
:
: 了。
: ★ 发自iPhone App: ChineseWeb 7.8

相关主题
尼玛,TWTR的市值比LNKD高50%多准备下周狂玩TSLA PCLN ER
TWTR其实现在是45B的市值大家都来分析分析 Facebook的真正价值 !!!
google为什么牛,最根本的原因西雅图版著名股神预测,Linkedin市值会翻6倍 (转载)
f*****g
发帖数: 15860
11
it's still a job/career related site, there's only so much they can do.
do you feel comfortable seeing a condom ad's next to your profile?
but for twitter, no problem, when you tweet sth. about the upcoming world
cup, they can target you much better to show ad.s in travel deals, soccer
gears, magazines, condoms, brazil hookers, etc. lol.
i like their huge e-commerce potentials too.

【在 j**l 的大作中提到】
: LNKD 也发些广告, 可能效果比 TWTR 还好点。
t******g
发帖数: 462
12
LNKD does not have "graph search" or it is very limited. FB has limited
graph search. GOOG's index will take pretty long time for most pages. WeChat
has none. TWTR allows anyone to do text search in unstructured data, tweets
, in real time.
TWTR is the only option if you need to search unstructured content in real
time. People talk about big data but who knew TWTR has the easiest big data
issue to solve. So if any business needs quick response in seconds, such as
sports reporting, there is no other tool other than TWTR.

【在 j**l 的大作中提到】
: 从用户上看, LNKD 的用户比 TWTR 的用户更勤于上去转转。 LNKD 的很多用户愿交年
: 费, 推特的用户有谁愿交? LNKD 也有广告收入。我要做广告, 宁可去 LNKD , 也
: 不去 TWTR
: 你能讲讲 TWTR 比 LNKD 更有价值的理由吗?

M********i
发帖数: 4082
13
I have never seen a condom ad ...

【在 f*****g 的大作中提到】
: it's still a job/career related site, there's only so much they can do.
: do you feel comfortable seeing a condom ad's next to your profile?
: but for twitter, no problem, when you tweet sth. about the upcoming world
: cup, they can target you much better to show ad.s in travel deals, soccer
: gears, magazines, condoms, brazil hookers, etc. lol.
: i like their huge e-commerce potentials too.

a***m
发帖数: 5037
14
确实,搜索股票相关信息最快的方法就是 twtr

WeChat
tweets
data
as

【在 t******g 的大作中提到】
: LNKD does not have "graph search" or it is very limited. FB has limited
: graph search. GOOG's index will take pretty long time for most pages. WeChat
: has none. TWTR allows anyone to do text search in unstructured data, tweets
: , in real time.
: TWTR is the only option if you need to search unstructured content in real
: time. People talk about big data but who knew TWTR has the easiest big data
: issue to solve. So if any business needs quick response in seconds, such as
: sports reporting, there is no other tool other than TWTR.

j**l
发帖数: 486
15
其实在 LNKD 上找对象比其它网站效果更好, 很容易找到志同道合的, 顺便给你塞个
套也自然。

【在 f*****g 的大作中提到】
: it's still a job/career related site, there's only so much they can do.
: do you feel comfortable seeing a condom ad's next to your profile?
: but for twitter, no problem, when you tweet sth. about the upcoming world
: cup, they can target you much better to show ad.s in travel deals, soccer
: gears, magazines, condoms, brazil hookers, etc. lol.
: i like their huge e-commerce potentials too.

L*****n
发帖数: 745
16
听不懂你说的, 但看起来很有道理. TWTR = $100 stock!!

WeChat
tweets
data
as

【在 t******g 的大作中提到】
: LNKD does not have "graph search" or it is very limited. FB has limited
: graph search. GOOG's index will take pretty long time for most pages. WeChat
: has none. TWTR allows anyone to do text search in unstructured data, tweets
: , in real time.
: TWTR is the only option if you need to search unstructured content in real
: time. People talk about big data but who knew TWTR has the easiest big data
: issue to solve. So if any business needs quick response in seconds, such as
: sports reporting, there is no other tool other than TWTR.

f*****g
发帖数: 15860
17
oh, there's a good Australian one recently, youtube may still have it, lol,
it was 18+.

【在 M********i 的大作中提到】
: I have never seen a condom ad ...
f*****g
发帖数: 15860
18
the platform/stage itself is too limited in the root, i guess, well, what do
i know? hehe.

【在 j**l 的大作中提到】
: 其实在 LNKD 上找对象比其它网站效果更好, 很容易找到志同道合的, 顺便给你塞个
: 套也自然。

t******g
发帖数: 462
19
My argument is LinkedIn/Goog/FB etc allows everybody search structured data,
such as other user's information such as friends, name, age etc. But TWTR
is the only service that can do real time search on every text content
posted by the users.
FB has this concept of "graph search" but their content is too long and
their graph search is a much larger scale problem, harder to solve.
Twitter's search is easier because they limit each tweets to 140 character
long and 250 tweets per day per person. I can not figure out how to do the
equivalent search in Weibo. I think there is a chance SINA built it
incorrectly.
So to summarize, TWTR has something nobody else can provide.

【在 L*****n 的大作中提到】
: 听不懂你说的, 但看起来很有道理. TWTR = $100 stock!!
:
: WeChat
: tweets
: data
: as

M********i
发帖数: 4082
20
The one trying different sizes at a drug store?

,

【在 f*****g 的大作中提到】
: oh, there's a good Australian one recently, youtube may still have it, lol,
: it was 18+.

相关主题
LNKD真王道啊LNKD
My current holdings我(反指)非常不看好的几个股票
加仓性浪112.5FB现在市值6个LNKD
p******m
发帖数: 224
21
Twitter怎么搜索,怎么用了几次好像很不好用的样子,不能搜索出我想要的东西,貌
似不能很好的限制。有什么好例子给看看么。
LNKD的好处也许是没有国界,不涉及政治,容易在各个国家推广,潜在市场比fb/twtr
这样的大个30%。

data,

【在 t******g 的大作中提到】
: My argument is LinkedIn/Goog/FB etc allows everybody search structured data,
: such as other user's information such as friends, name, age etc. But TWTR
: is the only service that can do real time search on every text content
: posted by the users.
: FB has this concept of "graph search" but their content is too long and
: their graph search is a much larger scale problem, harder to solve.
: Twitter's search is easier because they limit each tweets to 140 character
: long and 250 tweets per day per person. I can not figure out how to do the
: equivalent search in Weibo. I think there is a chance SINA built it
: incorrectly.

a***m
发帖数: 5037
22
比如你刚才er后 搜索 $PCLN
很快会出现 $PCLN rocking as $EXPE gets high
这样的消息
谷歌估计是搜不出来的

twtr

【在 p******m 的大作中提到】
: Twitter怎么搜索,怎么用了几次好像很不好用的样子,不能搜索出我想要的东西,貌
: 似不能很好的限制。有什么好例子给看看么。
: LNKD的好处也许是没有国界,不涉及政治,容易在各个国家推广,潜在市场比fb/twtr
: 这样的大个30%。
:
: data,

t******g
发帖数: 462
23
search bar is on top, real time search is the main reason most people use
twitter. If you just want to follow some celebrity you can do so in FB too.

twtr

【在 p******m 的大作中提到】
: Twitter怎么搜索,怎么用了几次好像很不好用的样子,不能搜索出我想要的东西,貌
: 似不能很好的限制。有什么好例子给看看么。
: LNKD的好处也许是没有国界,不涉及政治,容易在各个国家推广,潜在市场比fb/twtr
: 这样的大个30%。
:
: data,

t******g
发帖数: 462
24
The reason for "貌似不能很好的限制" is you are only used to searching
structured data like SQL queries of the 1980s. To search structured data,
you first have to mine the data and produce structure by indexing. That
process is slow and error-prone. So some level of QA/check is needed. This
is how you have to limit the data you can recognize and store.
In the past a few years, the world has moved on operating on unstructured "
big data" where meta data info is limited. This is where TWTR has the only
feasible large scale solution today. Each time I hear FB user base grow, I
know their dream of real time big data search is further away. Who else is
even close?
If you want to do business in the big data era, you currently only have one
option. TWTR's search speed has been constantly improved, even they have
user base growth.
That's why my optimism on TWTR is they can figure out real business
applications of their strength. Don't let FB fool you. Social Network is not
where the money is. Social Network is the only thing FB is capable of doing
, while TWTR can actually have a chance to improve from:
moving the world's messaging
to
moving the world business
If they do that they will be a 500b company too.

【在 p******m 的大作中提到】
: Twitter怎么搜索,怎么用了几次好像很不好用的样子,不能搜索出我想要的东西,貌
: 似不能很好的限制。有什么好例子给看看么。
: LNKD的好处也许是没有国界,不涉及政治,容易在各个国家推广,潜在市场比fb/twtr
: 这样的大个30%。
:
: data,

j**l
发帖数: 486
25
你是说 TWTR 不是社交网, 而是搜索?

【在 t******g 的大作中提到】
: The reason for "貌似不能很好的限制" is you are only used to searching
: structured data like SQL queries of the 1980s. To search structured data,
: you first have to mine the data and produce structure by indexing. That
: process is slow and error-prone. So some level of QA/check is needed. This
: is how you have to limit the data you can recognize and store.
: In the past a few years, the world has moved on operating on unstructured "
: big data" where meta data info is limited. This is where TWTR has the only
: feasible large scale solution today. Each time I hear FB user base grow, I
: know their dream of real time big data search is further away. Who else is
: even close?

j**l
发帖数: 486
26
可是, 它的搜索结果只限于推特上的。

【在 t******g 的大作中提到】
: The reason for "貌似不能很好的限制" is you are only used to searching
: structured data like SQL queries of the 1980s. To search structured data,
: you first have to mine the data and produce structure by indexing. That
: process is slow and error-prone. So some level of QA/check is needed. This
: is how you have to limit the data you can recognize and store.
: In the past a few years, the world has moved on operating on unstructured "
: big data" where meta data info is limited. This is where TWTR has the only
: feasible large scale solution today. Each time I hear FB user base grow, I
: know their dream of real time big data search is further away. Who else is
: even close?

f*****g
发帖数: 15860
27
yeah.

【在 M********i 的大作中提到】
: The one trying different sizes at a drug store?
:
: ,

p****p
发帖数: 347
28
扯,lnkd的dau/mau是多少你知道吗

【在 j**l 的大作中提到】
: 从用户上看, LNKD 的用户比 TWTR 的用户更勤于上去转转。 LNKD 的很多用户愿交年
: 费, 推特的用户有谁愿交? LNKD 也有广告收入。我要做广告, 宁可去 LNKD , 也
: 不去 TWTR
: 你能讲讲 TWTR 比 LNKD 更有价值的理由吗?

g**c
发帖数: 2339
29
graph search就是个joke,你去试试就知道了。这个是花街用来忽悠的。将来社交网络
都是死路一条,用户都饱和了,竞争太激烈了。
j**l
发帖数: 486
30
LNKD 早就有 250 米了, TWTR 也就 232 米。

【在 p****p 的大作中提到】
: 扯,lnkd的dau/mau是多少你知道吗
相关主题
准备捞LNKD今天赌两个ER
FB在2012年的时候怎么没有收购lnkd?TWTR的市值已经超过LNKD了
PCLN马上回到99年IT泡沫的价格了过两个月再来看, 你就知道现在FB 55是多末的便宜了
t******g
发帖数: 462
31
Right; twitter is a specialized real time text search company. You do not
have (preferred) friend list. Instead, you treat all accounts the same.
Either follow it or not. The linking(follow) shows the connection. This is
not too different from google's page rank which is based on links among
pages. But apparently google can not do real time search as effectively
because they are searching among the more complex 3rd party web pages.
Social network is a dead-end. The only thing meaningful to business is
twitter. This is only my opinion though.
My curiosity is in China only SINA weibo seems to follow twitter
communication model faithfully. At the same time, only Wechat Public Account
is closest to twitter's business solutions. It will be very fun to watch
how Chinese market play out.

【在 j**l 的大作中提到】
: 你是说 TWTR 不是社交网, 而是搜索?
p******m
发帖数: 224
32
不懂这么多技术细节
好像twitter开始的创始人几个,技术都不怎么样吧,最开始有这个idea的是一个lower
level programmer,自己写不出来,另外2,3个在google工作的人帮他。
然后就这么牛X了?
当然我很喜欢用twitter,股票上就不好说了,到今天早上那些55,60的大量put也没有
cover。我觉得twitter用户少有一个原因是没有link到别的网站上,比如fb,每次登录
某个网站,用了fb的信息,也算fb登录了;手机里面总是自己跑出来fb,lnkd,之类的
,但是看不到twitter。

Account

【在 t******g 的大作中提到】
: Right; twitter is a specialized real time text search company. You do not
: have (preferred) friend list. Instead, you treat all accounts the same.
: Either follow it or not. The linking(follow) shows the connection. This is
: not too different from google's page rank which is based on links among
: pages. But apparently google can not do real time search as effectively
: because they are searching among the more complex 3rd party web pages.
: Social network is a dead-end. The only thing meaningful to business is
: twitter. This is only my opinion though.
: My curiosity is in China only SINA weibo seems to follow twitter
: communication model faithfully. At the same time, only Wechat Public Account

p******m
发帖数: 224
33


【在 p****p 的大作中提到】
: 扯,lnkd的dau/mau是多少你知道吗
t******g
发帖数: 462
34
That is right. This is the world they presented to you. Social network is
good at:
1. build a close, sometimes private, friends circle.
2. rich content, audio vidio photos etc.
So it makes more sense to regular people. But FB has no future in ECommerce,
and marketing on FB is doable but less effective because doing business
violates the fundamental rules how Social Network is build. If you build a
democracy why are you selling out privacy to any company who can pay for
that information? In other words, users of Facebooks and LinkedIn are
enslaved by the companies because it is costly to leave. But you really do
not have control over what FB is doing to you.
I am saying Social Networks are not business friendly because their roots.

lower

【在 p******m 的大作中提到】
: 不懂这么多技术细节
: 好像twitter开始的创始人几个,技术都不怎么样吧,最开始有这个idea的是一个lower
: level programmer,自己写不出来,另外2,3个在google工作的人帮他。
: 然后就这么牛X了?
: 当然我很喜欢用twitter,股票上就不好说了,到今天早上那些55,60的大量put也没有
: cover。我觉得twitter用户少有一个原因是没有link到别的网站上,比如fb,每次登录
: 某个网站,用了fb的信息,也算fb登录了;手机里面总是自己跑出来fb,lnkd,之类的
: ,但是看不到twitter。
:
: Account

1 (共1页)
相关主题
我(反指)非常不看好的几个股票对TWTR的戒心来自于这几个简单的数字
FB现在市值6个LNKD尼玛,TWTR的市值比LNKD高50%多
准备捞LNKDTWTR其实现在是45B的市值
FB在2012年的时候怎么没有收购lnkd?google为什么牛,最根本的原因
PCLN马上回到99年IT泡沫的价格了准备下周狂玩TSLA PCLN ER
今天赌两个ER大家都来分析分析 Facebook的真正价值 !!!
TWTR的市值已经超过LNKD了西雅图版著名股神预测,Linkedin市值会翻6倍 (转载)
过两个月再来看, 你就知道现在FB 55是多末的便宜了LNKD真王道啊
相关话题的讨论汇总
话题: twtr话题: lnkd话题: fb话题: search话题: social