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David's random thoughts
2017年以来的每一年都是WoA元年,今后的每一年也将继续是🙃 https://x.com/tomshardware/status/1903489920632791148
在PC这种夕阳市场拿到份额有多不容易看隔壁AMD移动端有多难就知道

靠着i5价格实现i7甚至i9 CPU性能且无普遍兼容性问题,再免费送比竞品强的多能玩主流游戏的核显。同时满足这些才会实现份额增长,哪代做不到就停滞不前

为了节省成本,他们甚至移动SoC研发都在印度而非北美。相比之下高通大概还在梦里



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在PC这种夕阳市场拿到份额有多不容易看隔壁AMD移动端有多难就知道

靠着i5价格实现i7甚至i9 CPU性能且无普遍兼容性问题,再免费送比竞品强的多能玩主流游戏的核显。同时满足这些才会实现份额增长,哪代做不到就停滞不前

为了节省成本,他们甚至移动SoC研发都在印度而非北美。相比之下高通大概还在梦里

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That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.

That strategy is the acquisition of a value-priced company by a growth company. Using the growth company's higher-priced stock for the acquisition can produce outsized revenue and earnings growth. Even better is the use of cash, particularly in a growth period when financial aggressiveness is accepted and even positively viewed.he key public rationale behind this strategy is synergy - the 1+1=3 view. In many cases, synergy does occur and is valuable. However, in other cases, particularly as the strategy gains popularity, it doesn't. Joining two different organizations, workforces and cultures is a challenge. Simply putting two separate organizations together necessarily creates disruptions and conflicts that can undermine both operations.

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