推 polarsnow : 感謝分享 11/02 08:15
推 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
推 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
推 rtwodtwo : 白牌伺服器 廣達 緯穎 英業達 11/02 09:58
推 Realite : 歐硬智邦 11/02 10:02