b*******e 发帖数: 6389 | 1 IBM准备去买一个没上市的公司 Blade Networking Technology。
Written on Tue, 09/28/2010 - 10:23am
By Chip Brian
Yesterday IBM (NYSE:IBM) announced that it was acquiring privately-held
Blade Networking Technology - terms were not disclosed. Today, in a note to
clients, Citigroup said that the acquisition would likely temper speculation
that IBM would acquire Brocade Communication (NASDAQ:BRCD).
Citi said "We continue to believe BRCD represents a strategic asset in the
data center. However, we believe the complic | s******v 发帖数: 4495 | 2 这个BRCD是应该买,也是不应该买
应该买,因为在Storage Switch(尽管market growth放缓,但是还是大企业的首选),
BRCD是#1,network switch方面也是很强的实力,这个blade是非常好的, top-of-
rack switch,而且是low-latency,good switch to run VM on top of it. 不过和
BRCD没法比,只是其中一小部分。
不应该买,IBM/HPQ/DELL/ORCL,如果要提供 total data center solution,storage
switch只能依靠BRCD/CSCO/QLGC(a very tiny player here) ,而CSCO也有server,所
有4个靠1个,1个出了offer,其他3个怎么办? networking/switch比较多的选择,有
CSCO/JNPR/BRCD/Force 10/HPQ(3com)/EXTR.
to
speculation
【在 b*******e 的大作中提到】 : IBM准备去买一个没上市的公司 Blade Networking Technology。 : Written on Tue, 09/28/2010 - 10:23am : By Chip Brian : Yesterday IBM (NYSE:IBM) announced that it was acquiring privately-held : Blade Networking Technology - terms were not disclosed. Today, in a note to : clients, Citigroup said that the acquisition would likely temper speculation : that IBM would acquire Brocade Communication (NASDAQ:BRCD). : Citi said "We continue to believe BRCD represents a strategic asset in the : data center. However, we believe the complic
| b*******e 发帖数: 6389 | 3 这样看来是很难,IBM的意图可能是先从小的下手,试图去整合一个大的。
),
storage
【在 s******v 的大作中提到】 : 这个BRCD是应该买,也是不应该买 : 应该买,因为在Storage Switch(尽管market growth放缓,但是还是大企业的首选), : BRCD是#1,network switch方面也是很强的实力,这个blade是非常好的, top-of- : rack switch,而且是low-latency,good switch to run VM on top of it. 不过和 : BRCD没法比,只是其中一小部分。 : 不应该买,IBM/HPQ/DELL/ORCL,如果要提供 total data center solution,storage : switch只能依靠BRCD/CSCO/QLGC(a very tiny player here) ,而CSCO也有server,所 : 有4个靠1个,1个出了offer,其他3个怎么办? networking/switch比较多的选择,有 : CSCO/JNPR/BRCD/Force 10/HPQ(3com)/EXTR. :
| S**********r 发帖数: 553 | 4 哇,你说的话好专业啊.技术含量真高.
superdmv你是硅工吧? 请问HPQ, INTC,CSCO的股票值得持有吗? JNPR呢?
有什么大(中型的也可以)的科技股值得买。 谢谢。
),
storage
【在 s******v 的大作中提到】 : 这个BRCD是应该买,也是不应该买 : 应该买,因为在Storage Switch(尽管market growth放缓,但是还是大企业的首选), : BRCD是#1,network switch方面也是很强的实力,这个blade是非常好的, top-of- : rack switch,而且是low-latency,good switch to run VM on top of it. 不过和 : BRCD没法比,只是其中一小部分。 : 不应该买,IBM/HPQ/DELL/ORCL,如果要提供 total data center solution,storage : switch只能依靠BRCD/CSCO/QLGC(a very tiny player here) ,而CSCO也有server,所 : 有4个靠1个,1个出了offer,其他3个怎么办? networking/switch比较多的选择,有 : CSCO/JNPR/BRCD/Force 10/HPQ(3com)/EXTR. :
| s******v 发帖数: 4495 | 5 you made my face red.
jnpr good, csco/hpq neutral. intc, no, losing value in the emerging mobile
age.
i have some posts here to discuss some long-term trends in high-tech
industry. you can take a look and have ur own choices.
http://www.trader1688.com/bb/viewforum.php?f=15
【在 S**********r 的大作中提到】 : 哇,你说的话好专业啊.技术含量真高. : superdmv你是硅工吧? 请问HPQ, INTC,CSCO的股票值得持有吗? JNPR呢? : 有什么大(中型的也可以)的科技股值得买。 谢谢。 : : ), : storage
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