Comments on: The Four Horsemen of Web 2.0 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: 7daysandmore» Blog Archive » The Four Horsemen of Web 2.0 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-405 7daysandmore» Blog Archive » The Four Horsemen of Web 2.0 Thu, 01 Feb 2007 07:59:42 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-405 [...] An analysis from Andrew Schmitt about the the darlings of the internet boom vs. the new ‘Four Horsemen’, the preferred growth engines of Web 2.0. [...] [...] An analysis from Andrew Schmitt about the the darlings of the internet boom vs. the new ‘Four Horsemen’, the preferred growth engines of Web 2.0. [...]

]]> By: yf http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-404 yf Wed, 24 Jan 2007 23:25:47 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-404 Difference between Wal-mart and Dell is that The Chinese can make and sell a PC but they can not manage a Wal-mart store in US on site.... There is a great synergy between Chinese manufacture and Walmart, and a great conflict in future between the Chinese and Dell. I think Dell will lose. Difference between Wal-mart and Dell is that
The Chinese can make and sell a PC but they can not manage a Wal-mart store in US on site….
There is a great synergy between Chinese manufacture and Walmart, and a great conflict in future between the Chinese and Dell. I think Dell will lose.

]]> By: Intel - CPU Roadmap Looking Good - Nyquist Capital http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-403 Intel - CPU Roadmap Looking Good - Nyquist Capital Thu, 08 Jun 2006 20:25:13 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-403 [...] It’s a great overview of the performance of Intel’s new Woodcrest Server chip, and how the Core architecture is improving the performance of their chips across the board. In my discussion of the New Four Horsemen, I also linked to an article comparing the Intel Core versus AMD’s K8 architecture. [...] [...] It’s a great overview of the performance of Intel’s new Woodcrest Server chip, and how the Core architecture is improving the performance of their chips across the board. In my discussion of the New Four Horsemen, I also linked to an article comparing the Intel Core versus AMD’s K8 architecture. [...]

]]> By: Frank Goodman http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-402 Frank Goodman Tue, 23 May 2006 13:10:15 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-402 Dell changed their business model. For more than 3 years now Dell has been charging more for a pc than anyone else. They decided they were the "brand" house. "Dude, you're getting a Dell." After giving up the new economy definition of price leader "leading prices down," Dell picked up the old economy definition of price leader "leading prices up." They have improved their margins and stalled their sales growth. Dell will not recover. This party is all but over. For a very similar story see AutoZone. Dell changed their business model. For more than 3 years now Dell has been charging more for a pc than anyone else. They decided they were the “brand” house. “Dude, you’re getting a Dell.” After giving up the new economy definition of price leader “leading prices down,” Dell picked up the old economy definition of price leader “leading prices up.” They have improved their margins and stalled their sales growth. Dell will not recover. This party is all but over. For a very similar story see AutoZone.

]]> By: q http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-401 q Fri, 19 May 2006 17:29:14 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-401 The article cited in support for Intel outcompetting AMD seems to be just a fanboy article that wants to sound technical, but it is not. Intel's current troubles have been forseen from the moment Tejas was cancelled. That ripped apart their processor roadmap. They have managed it pretty well, but they are still not stable yet. Food for thought: the fact that DELL announced that for the first time they will be using AMD processors for high end servers is not a vote of confidence on Intel's roadmap... The article cited in support for Intel outcompetting AMD seems to be just a
fanboy article that wants to sound technical, but it is not.
Intel’s current troubles have been forseen from the moment Tejas was cancelled.
That ripped apart their processor roadmap. They have managed it pretty well, but
they are still not stable yet.
Food for thought: the fact that DELL announced that for the first time they will
be using AMD processors for high end servers is not a vote of confidence on
Intel’s roadmap…

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-400 Andrew Schmitt Thu, 18 May 2006 11:21:01 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-400 Darren - I agree that the article could have been more in depth... I ended up trimming it down. The pairing is as follows Yahoo - Google : Consumer Web Services & Media Dell -HP : Platform Company Supplier Model Apple - Microsoft : OS's Intel - AMD : Microprocessors Barry - not a fan of Cisco because I think the Chinese are going to chip away at their margins over the next 5 years. I've written about SA and why I think that was a bad acquisition. COMS is more attractive with their majority exposure to Huawei-3COM. Darren – I agree that the article could have been more in depth… I ended up trimming it down. The pairing is as follows

Yahoo – Google : Consumer Web Services & Media
Dell -HP : Platform Company Supplier Model
Apple – Microsoft : OS’s
Intel – AMD : Microprocessors

Barry – not a fan of Cisco because I think the Chinese are going to chip away at their margins over the next 5 years. I’ve written about SA and why I think that was a bad acquisition. COMS is more attractive with their majority exposure to Huawei-3COM.

]]> By: Barry Ritholtz http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-399 Barry Ritholtz Thu, 18 May 2006 10:31:51 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-399 Where's Cisco in that 2nd chart ? That would have been unthinkable 6 years ago . . . Where’s Cisco in that 2nd chart ?

That would have been unthinkable 6 years ago . . .

]]> By: Darren McKnight http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-398 Darren McKnight Wed, 17 May 2006 14:53:23 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-398 I think that this review is interesting but you really need to differentiate how each is contributing. I see at least four areas that each could be judged in: infrastructure, enterprise applications, business value, and user value. This might put HP in the proper location (not being compared to Google) and also promote a dialogue as to who is contributing to the Web 2.0 reality versus who is benefiting from the Web 2.0 hype. I think that this review is interesting but you really need to differentiate how each is contributing. I see at least four areas that each could be judged in: infrastructure, enterprise applications, business value, and user value. This might put HP in the proper location (not being compared to Google) and also promote a dialogue as to who is contributing to the Web 2.0 reality versus who is benefiting from the Web 2.0 hype.

]]> By: Bob Dole http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-397 Bob Dole Wed, 17 May 2006 06:15:15 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-397 Um HP sells overpriced printer ink, that's about it. What about them is even remotely 'Web'? Um HP sells overpriced printer ink, that’s about it. What about them is even remotely ‘Web’?

]]> By: Ron http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-396 Ron Wed, 17 May 2006 00:29:38 +0000 http://www.nyquistcapital.com/2006/05/15/the-new-four-horsemen-of-web-20/#comment-396 I couldn't agree more with the comments on Dell. Dell generates extraordinarily high returns on invested capital, has negative operating working capital (so the company actually generates cash from working capital as it grows), and has the supply chain and operation that will allow it to repeat its success in PCs in other commodity product areas. As Warren Buffett says, in a commodity business, being the low cost operator is the only defensible franchise. Dell is by far the low cost operator in the PC business, and that status will continue thanks to the advantages of its direct to consumer model. I couldn’t agree more with the comments on Dell. Dell generates extraordinarily high returns on invested capital, has negative operating working capital (so the company actually generates cash from working capital as it grows), and has the supply chain and operation that will allow it to repeat its success in PCs in other commodity product areas. As Warren Buffett says, in a commodity business, being the low cost operator is the only defensible franchise. Dell is by far the low cost operator in the PC business, and that status will continue thanks to the advantages of its direct to consumer model.

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