f******u
发帖数: 250 | 1 苹果今天公布的MacBook Air已经去掉了HDD&ODD,Instead, 用flash storage. MU
Offers NAND flash memory. 不知道苹果用的是哪家的Flash memory, 但这将是一个趋
势.
The MacBook Air laptops will be available to buy Wednesday in 11- and 13-
inch-display models. The smaller size costs $999, and the larger costs $1,
299.
Neither model includes a hard drive or DVD player.
Instead, the MacBook Air uses what's called flash storage, a more efficient
but pricier technology used in many of the company's other portable products. |
D***3
发帖数: 12712 | 2 切~~
flash storage 不就是SSD |
f******u
发帖数: 250 | 3 SSD应该还是属于HDD,确实most SSDs use NAND-based flash memory. 如果是SSD, 苹
果会直接说SSD.
【在 D***3 的大作中提到】
: 切~~
: flash storage 不就是SSD
|
g**********7
发帖数: 2026 | 4 号称MU 的NAND flash memory被市场看好。看好MU被收购。 |
f******u
发帖数: 250 | |
f******u
发帖数: 250 | 6 Oracle一直说要买一个chip制造商,大家猜测AMD or NVDA, MU应该也是one of them,
because Oracle provides the industry’s most complete Flash-based storage
portfolio.
【在 g**********7 的大作中提到】
: 号称MU 的NAND flash memory被市场看好。看好MU被收购。
|
X*****s
发帖数: 2767 | 7 MU的P/E (ttm): 4.37， 很低啊
【在 g**********7 的大作中提到】
: 号称MU 的NAND flash memory被市场看好。看好MU被收购。
|
x*********x
发帖数: 1402 | 8
【在 X*****s 的大作中提到】
: MU的P/E (ttm): 4.37， 很低啊
|
L****n
发帖数: 12932 | 9 应该就是SSD
“MacBook Air is the first of a new generation of notebooks that leaves
behind mechanical rotating storage in favor of solid-state flash storage,”
Apple CEO Steve Jobs wrote in another Oct. 20 statement. “ |
g**********7
发帖数: 2026 | 10 ＭＵ号称是 ｔｏｐ10 most undervalued stock. |
L****n
发帖数: 12932 | 11 apple喜欢自己有hardware supplier（they bought their own chip maker couple
years ago), 现在现金满满， 肯定到处物色storage maker. 小cap的像QTM涨得这狠，
不是没有道理的。 |
