看板 Stock 關於我們 聯絡資訊
標的: ANET (智邦概念股???) 經營概述 Arista Networks, Inc.(ANET.US)以雲端為基礎提供大型數據中心 及高效能計算環境解決方案,產品包含1/10/40和100GbE, 公司的核心平台為可擴充的操作系統(EOS), 可整合多個硬體平台, 並透過核心架構提供不中斷服務升級和擴充其應用。 產業地位 美國雲端網路解決方案供應商, 致力於網路交換器開發與銷售 昨日大崩盤, 收盤跌幅 -25%, 盤中最深 -30% 這價格已經將公司一棒打回到 2017/9, 等於從 180 --> 330 打了兩年手槍, 昨天噴出第一灘 (有帶血) On Wall Street, bulls crowded each other in heading to the sidelines. KeyBanc, Needham, Oppenheimer and Stifel all downgraded to Neutral-equivalent ratings. (反正就是多頭瘋狂爭先恐後降評該股) 主因是 FB 暫停 訂單吧 心得: 美股漲跌有序, 有利空絕對一次給你爽, 所以建議以買 流動性高, 穩定度高的 ETF 為主. 事實上, ANET 是一家很有競爭力的公司, 可是要用好的價格, 讓那些垃圾畜生認養的 基金經理人停損殺出我們再來接便宜貨. -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.162.166.148 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1572653386.A.18F.html ※ 編輯: tipsofwarren (1.162.166.148 臺灣), 11/02/2019 08:13:54
polarsnow : 感謝分享 11/02 08:15
threeSecGun : 微軟和FB 是主要的兩大客戶 11/02 08:26
threeSecGun : 公司只承認 某客戶暫停訂單 並未說明是哪一家 11/02 08:29
threeSecGun : 也有預測 因微軟標到五角大廈 明年會有ANET採購需求 11/02 08:30
你可以去參考昨日的 CC: Jayshree Ullal (ANET CEO): Alex, that’s a very good question. From our perspective, the competitive dynamics have not changed in the cloud or in general. We always have aggressive competition and we will continue to see aggression there. But, what gives us confidence, the cloud titans are delaying their spend or distributing their CapEx differently is as you know we always pride ourselves in close partnership and relationship with cloud titans. And generally, especially in the case of Facebook and Microsoft, they’ve been not only a vendor customer relationship but really a co-development that requires the kind of partnership which is engineering to engineering, not just business. So, when you look at that, there is no evidence that competitively or white box wise, there has been any change. There has been process change. There is better inventory management, there is better procurement, optimization et cetera. And you can always expect these cloud customers want to be multi-sourced but it isn’t any different than we’ve seen in the past in behavior, relationship, in art, innovation. We have 10 400-gig products and a lot of them are in trials. So, relationship and the technology partnership couldn’t be better. Anshul, do you want to add to that. 上文我就不翻譯了, FB/MSFT 各自推遲 CapEx 有不同的原因, CEO 話鋒一轉突然開始談自家公司的競爭力 (和客戶關係極佳, 不是只有買賣關係, 還有 co-development, 白牌的擔憂是多餘的 blablabla) 老練的投資人看到這兒, 應該會替這公司的股東擔心吧! 白牌, 看到沒有... 換句話說, 當 AMZN/MSFT/FB/GOOG 開始要增加 Cloud CapExp, 另外一手就是回頭向供應商擺姿態故意遞延訂單, 目的就是要 砍價呀! 然後那些 Cloud Titans 也會開始去找白牌, 眾所周知, ANET 就是靠 EOS 在強! EOS 還是 Linux base, 媽的那些大公司玩 Linux 會輸給你??? 總之白牌開始成為正式的壓力, 接下來 ANET 不急著買啦! 受益者: AMD (Cloud 就是要越多 cores 越好), MTK (白牌概念, 高階 switch 應該 屌打 專打低階自豪的螃蟹, 加上和 CSCO 練功多年, 網通正一哥), TSMC (廢話, CapEX 大增, 只此一家別無分號) ※ 編輯: tipsofwarren (1.162.166.148 臺灣), 11/02/2019 08:45:29
walelile : 發哥switch子公司拆掉了吧 11/02 09:19
s860134 : 有建議進出場嗎 11/02 09:34
s860134 : 喔喔  看到了回推文內容比正文多XD 11/02 09:35
rtwodtwo : 白牌伺服器 廣達 緯穎 英業達 11/02 09:58
Realite : 歐硬智邦 11/02 10:02