g*********9 发帖数: 1285 | 1 cloudera这种破公司能IPO说明Tech bubble要破了.
cloudera有啥自己的东西?一堆open source的software封装一下而已.
Snapchat有什么技术含量? 一个聊天软件而已。 |
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发帖数: 1 | 2 1st tech bubble broke @2001. Now is just the start of 2nd tech revolution...
It may break again... but might be after you & I retire.... |
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g*********9 发帖数: 1285 | 3 2001 was also the start of the revolution and that did not prevent the
bubble from crashing. Any logic in what you said? Too simple too naive.
.. |
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发帖数: 1 | 4 hehe, when FB reaches 300, the bubble may break... |
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n*******s 发帖数: 17267 | 5 看目前大盘的CAPE,我同意丽娟说的,尽管我没去细看,但大盘和BRK-A完全可以继续
被高估一段时间,就看大富翁们何时收手了。
娟的WFC还算一个皮克,BBBY这厮不等到ER surprise我是不会碰的,虽然没被高估。
说到苹果,已经成了日用品,这里绝对不是bubble,但是也不是 bargain, esv 是
bargain。 |
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w******g 发帖数: 2047 | 6 转载
Summary
Netflix is absurdly overvalued.
Even using very optimistic assumptions for growth and margins, NFLX may
still be 30-50% overpriced.
NFLX's rising content costs per subscriber will likely continue to
hamper free cash flows for the foreseeable future.
Based on more realistic assumptions, NFLX could be 60-80% overpriced.
Valuation doesn't matter; until it does. The path to being a great
investor is to ignore the short term and focus on long-term risk and reward.
The markets don't always ... 阅读全帖 |
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A*******1 发帖数: 366 | 7 thanks god, I bought a lot of house during the housing bubbles burst |
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a*m 发帖数: 293 | 13 Peter Wallison of the American Enterprise Institute, a conservative think-
tank, warns that a new bubble is forming. Mr Wallison reckons rents are a
good yardstick: house prices that rise in line with rents make sense, since
both are a sign of high demand. But when house prices outstrip rents, as has
been the case recently, buyers should worry. An analysis of 20 cities by
The Economist shows that homes in Denver, Boston and Los Angeles all look
over-priced.
There are already signs that the marke... 阅读全帖 |
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y***n 发帖数: 2318 | 15 You can try to teach a female dolphin butt-swinging. If you can make it with
a bubble making one, that's even more amazing. |
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m****s 发帖数: 8992 | 16 【 以下文字转载自 NewJersey 讨论区 】
发信人: mitccs (芸芸众生), 信区: NewJersey
标 题: Haha. A new bubble tea place at Lex and 45
发信站: BBS 未名空间站 (Wed Aug 24 12:12:14 2011, 美东)
Awesome
Smells great
Mango smoothies too |
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s**a 发帖数: 1995 | 17 【 以下文字转载自 Parenting 讨论区 】
发信人: saja (洒家), 信区: Parenting
标 题: NYC 家长:明天queens theatre 有bubble mania show
发信站: BBS 未名空间站 (Sat Mar 10 17:42:34 2012, 美东)
可以在 www.queenstheatre.org 订票 网站也有介绍
四月一日有beauty of ballet 是纽约的少年芭蕾舞学校的 免费入场
四月二十五日 有墨西哥的木偶剧团 |
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p***e 发帖数: 91 | 18 为了庆祝PIGEE的走马上任,特定于本日下午5:00 于bubble house 举行
庆祝茶会,欢迎大家踊跃参加~ |
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a******1 发帖数: 89 | 19 要寄包裹,需要买plastic bubble wrap,跑了几个超市都没找到,不知道哪里会有卖
的。 |
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a******1 发帖数: 89 | 20 大华门口的华人快递,可能快递操作比较豪放吧,我这次除了用bubble wrap包装严实
,还塞了不少重启塑料袋,希望不要再爆了... |
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q*****4 发帖数: 314 | 21 Cheers....I got one also,
the line is hello long~~~~
Hope they will give out Posey's Bubble Head soon |
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M*******c 发帖数: 4371 | 22 Seems someone brought up this hot topic again. Let me share what I have seen
and my two cents.
Limited to Bay Area, EE firmware/analog circuit design/application
PhDs from top schools or top advisors or top labs or unique experience.
2007 to 2008, there seems a salary bubble.
Fresh PhD base salary could reach 95K to 110K. Total compensation reached
110K to 130K the 1st year. Total compensation might be reduced in the 2nd
yr due less the sign in bonus.
2009 to 2010, the salary or total compensati... 阅读全帖 |
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M*******c 发帖数: 4371 | 24 I mean do not head the bubble.
Did someone just say fresh phd should have base salary > 100K? |
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f******2 发帖数: 2455 | 27 This means people do not get crazy --- so there is not bubble, at least yet |
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g*****g 发帖数: 34805 | 28 Social networks 泡泡是有,整个tech sector就没啥bubble。
00年烧钱,拿页面点击来算价值。现在可都是真金实银。 |
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w**t 发帖数: 893 | 29 bubble个屁。这才哪到哪。整个IT行业还有很长的路要走。无论是信息的处理规模,还
是方便程度,都没有达到技术可见的极限。人们对信息的需求是无限的。 |
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i**p 发帖数: 940 | 30 我觉得各个风头上的公司都是很牛的,所以才会有个mini bubble。
但能吹多大,是另外一回事。比如说,上一轮,csco吹到$400 Billion市值。从现在人
们落袋为安的心态来讲,这一轮可能吹不到那么大了。 |
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i**p 发帖数: 940 | 31 groupon害人不浅. 他们这种疯投的投资没挣什么钱,现在不继续疯了。
Some Venture Funds Hit 'Pause' on Big Deals
http://online.wsj.com/article/SB1000142405297020368620457711686
Since participating in a $112 million funding of Web darling Airbnb Inc. in
July that valued the online room-rental company at more than $1 billion, Mr.
Andreessen said his venture-capital firm Andreessen Horowitz has "taken a
step back."
With some deals for private companies "definitely on the expensive side"
amid a choppy stock market and concerns ove... 阅读全帖 |
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u*s 发帖数: 183 | 32 Zynga at same market cap as EA while the later has 4x revenue of the former.
I don't see where the bubble burst. |
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a******o 发帖数: 16625 | 33 然,真正的bubble是所有人都相信永不落,真正的bottom是所有人都相信再也涨不起。
用股市说就是,止损盘没出来前不叫到头。用房市来说,所有人都相信10年房价不起,
只有刚需才买房,连付得起的都forclosure了才叫到底。
少, |
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s****t 发帖数: 461 | 34 真正的bubble是所有人都相信永不落
用房市来说
所有人都相信10年房价不落, 那才叫到顶
现在好像还没有到这步哦。
哈哈 |
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l**********r 发帖数: 4612 | 35 【 以下文字转载自 Stock 讨论区 】
发信人: ghnc (ghnc), 信区: Stock
标 题: Groupon这个bubble算是灭了
发信站: BBS 未名空间站 (Wed Feb 8 16:10:23 2012, 美东)
注册过一阵就是天天发垃圾邮件,一点有用的东西都没有,赶紧cancel了
找deal还不如google |
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s*******f 发帖数: 2718 | 37 我老公上次 bubble 破灭之后才第一个工作来到弯曲,半导体领域,当时拿了不少股票
,两年后还赚了一笔呢(上市公司)。我觉得半导体领域那时候应该不错的,后来慢慢
(因为外包?)这边就不怎么样了。
那时候软工,特别做 Java 的,狂找不到工作吧。我叔叔也失业了很久呢。我后来去一
家小公司,好些同事当时都被迫离开弯曲了,后来经济回升又慢慢回来了。有的人估计
再也不敢回来了。:P
而且半导体技术更新没那么快,要的是经验,很多老同志在岗位上做的也不错吧。软工
是吃青春饭的?最近公司面了很多50多的,最后都没要。。。
硬工不需要太担心吧?本来也没火过,还能差到哪儿去?我跟老公说我们家将来一定靠
他养的。:P |
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W***n 发帖数: 11530 | 38 not as big as east or west coast
but still a bubble |
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B*****g 发帖数: 34098 | 39 【 以下文字转载自 Database 讨论区 】
发信人: Beijing (我是猪--听说猪是被祝福的), 信区: Database
标 题: Re: IT bubble?
发信站: BBS 未名空间站 (Thu Apr 19 17:37:11 2012, 美东)
就是mitbbs,不谦虚的说我的功劳还是很大的
CS |
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t******d 发帖数: 156 | 40 Bio 才是最大的 bubble吧,
干IT的不说“21 世纪是IT的世纪”,
墙街的也不说“21 世纪是finance的世纪”,
但 Bio 的就敢说“21 世纪是bio的世纪” |
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g**c 发帖数: 2339 | 41 Lin也不是新秀,要是真的那么牛,早就该打出来了,不会被waive好几次。现在突然爆
发很可能是因为对方不了解他,对手在明处,他在暗处。对手过度轻视之,而且他也rp
大爆发,连三分都蒙得那么准。现在对手对其套路一熟悉,调整一下防守,像他这种菜
鸟很快就被扼杀了。我觉上场比赛得10分是正常表现,他按实力也就是10+5的水平。其
实Lin心里也有底,所以采访中都很humble,毕竟很快就要坠回人间,还是地到一点好。
Bubble破灭会很快,很可能就在今晚。 |
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g****t 发帖数: 31659 | 42 早先没打出来,那是因为被歧视。
Lin也不是新秀,要是真的那么牛,早就该打出来了,不会被waive好几次。现在突然爆
发很可能是因为对方不了解他,对手在明处,他在暗处。对手过度轻视之,而且他也rp
大爆发,连三分都蒙得那么准。现在对手对其套路一熟悉,调整一下防守,像他这种菜
鸟很快就被扼杀了。我觉上场比赛得10分是正常表现,他按实力也就是10+5的水平。其
实Lin心里也有底,所以采访中都很humble,毕竟很快就要坠回人间,还是地到一点好。
Bubble破灭会很快,很可能就在今晚。 |
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g****t 发帖数: 31659 | 43 Jordan的bubble也经常破.
Breaking |
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s********s 发帖数: 3945 | 44 只要是华人,哪怕就一天晚上能有MVP的表现,也值得高兴。
可惜国人中幸灾乐祸的人不在少数。
每天喊BUBBLE,总有一天会对的。
rp
好。 |
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l**p 发帖数: 887 | 45 人家多年的刻苦训练被LZbubble了。
你牛,你在local找几个fun半场试试,看能不能坚持30分种。 |
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H**p 发帖数: 2504 | 46 Come on, Lin is not a bubble, ok? Yes, he's been hyped now, but he's for
real. He's much better than Tebow skillwise. The only similarity is they
both have big hearts. With better skill and same if not better heart, Lin
will be more successful than Tebow in the long run. Mark my words. Lin will
be a better than average PG if not elite, Tebow will lose his starting job
in 2 years. |
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s****e 发帖数: 1984 | 48 第一个动作是我们pilates每课必修的。这个可能不是直的吧?好像直的不会一口一个
bubble butt说?
★ Sent from iPhone App: iReader Mitbbs Lite 7.20 |
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发帖数: 1 | 49 我最近做梦都想拥有bubble butt. 可是听说这个要看自身条件。很多人练也没效果。
豁出去奔一张。恳请练过的给指点一下。我这自身的地理条件能改变吗?如何有针对的
练能最快看到效果。
谢谢了。如果成功,一定再奔对比照片。谢谢了。 |
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p**********g 发帖数: 9385 | 50 bubble screen比其他的screen简单,难度比handoff和toss只是稍强。 |
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