"So many voices": WhatsApp worth 16 billion of Facebook

This issue of "so many Voices" will discuss 2 major topics: 1, the world's largest social network Facebook announced today that it has agreed to spend $16 billion in cash-plus shares to buy instant messaging applications Whatsapp;2, Intel launched the blockbuster Ivy Bridge-ex "program, named Xeon E7 V2.

So many sound column links: http://voice.zdnet.com.cn/2014/0221/3011974.shtml

Guest point of view refine:

than Just eat your opponent? Facebook did it!

This acquisition embodies Mark Zuckerberg's urgent mentality, these days on the Internet to discuss the vigorous! Facebook buys WhatsApp the cost of the money is not cost-effective, Microsoft's acquisition of Nokia did not exceed the billion, a WhatsApp value is not worth spending 19 billion.

Overall, WhatsApp is actually a simplified version of the micro-letter, the function is not so strong, but in the social experience is good, Facebook in the PC era is the top social network, but in its peace of the day when the threat from the mobile client has been quietly, WhatsApp became the biggest social platform on the mobile phone. Facebook rushed to deal with a similar Facebook Messenger, but the effect was still poor and rage the strongest rivals into the bag. The biggest competitor has disappeared, but Facebook still retains its own Facebook Messenger and is parallel with WhatsApp. WhatsApp relies on IBM's SoftLayer to run, so WhatsApp is still running independently. We can still expect a deep fusion of WhatsApp with Facebook Messenger.

Intel launches E7v2,arm

The advent of Intel E7v2, E7v2 and Power8 at the same time, the Chinese market 4 slot server number of the fastest growth, memory calculation will be the E7 series opened up a new application, the original minicomputer are not up to. Willing to enlarge the system of manufacturers must be more and more, domestic manufacturers for the popularity of E7V2 also positive response, 64-bit ARM processor will be in March will be out of the sample, there is a heavy and lightweight bipolar confrontation between the development of the situation, there is no contradiction between the two, It can be divided into three levels from corporate it as a whole: the first layer: Internet, access to the external server external access, and then the second level is the application of mainstream applications, including sales systems, ERP, customer relationship management and other related programs; The third layer is the data layer, running some databases, structured, Unstructured database. At present, the ARM processor is still limited to the first level, a large extent of the promotion is a hype component, a e7v2 can be up to dozens of small servers, for space occupancy is smaller, the cost of space will be lower, but the small server's IO high, power consumption is small, But the traditional market arm is still not E7v2 's opponent.

The following is a transcript of the speech:

Liangqing: Good friends, this is "so many voices", first of all we look at this weekend's biggest deal, Facebook announced that 16 billion, in fact, there is a 19 billion, but there is no conflict, 16 billion is the value of 12 billion of the stock, and 4 billion of the cash, and 3 billion how to come out, Because it gives the staff some limit stock value 3 billion, so add up is 19 billion, in fact two numbers are correct, also explain.

I don't know about the people. What do you think of the Facebook takeover as different from its previous acquisitions?

Chi: I think Facebook and WhatsApp, in fact, may be very unfamiliar to Chinese users, some people may say this is you cheat, there is no Facebook this site, on this earth does not. So we can only say this is aloof, and we also know that China's Internet environment, or the whole of China as a whole of this IT environment, it market style, in fact, with the United States is very different, it is not a lesson, then I think that in my current view can not say so, But in terms of the transaction itself, the handwriting is really very big, Lao Liang you also know that some of Microsoft's previous acquisitions, in fact, not more than tens of billions, such as the acquisition of Skype and the acquisition of Nokia, in fact, no more than tens of billions of dollars, this time, Brother Pony, the United States, the U.S. pony Brother spent 19 billion, 4 billion of the cash, 12 billion of the stock, as well as the late 3 billion of this limit is a reward unit, that is, to the WhatsApp employees of a 3 billion-dollar incentive unit, 34 of this.

This can be seen in the very urgent attitude of the younger brother, so in fact WhatsApp itself this application, in fact, is equivalent to a simplified version of the micro-letter, its functionality is not as strong as the micro-letter, but it is a purely social communication in this aspect of the operation experience is very good, So you should have a say in Old Liang. But Shintu our latest data, about 600 million of the world's users, about 500 million of China, the world is outside China about 100 million, but WhatsApp is said to be 450 million, in fact, you want to 450 million can sell 19 billion, then you say now micro-letter, of course not so much.

So I think this is a value, also reflects the urgency of the mentality of a pony, he also saw the WhatsApp on the mobile internet, a possible replacement of their own a position, that is, perhaps if Facebook is a PC era is very top of the largest social network, Then maybe WhatsApp may be on a global scale, maybe we china do not mention, we China special, China does not mention, it may be WhatsApp on the mobile phone, mobile Internet is the largest one, probably the biggest social platform.

It is said that now it seems like 55% of the WhatsApp users are from mobile platforms, more than 40% of the traditional PC or our clients to do. So we can see the trend of the mobile internet, and say that if you don't have a positive response, the traditional boss, including Facebook, might feel a bit at a loss, and it has done a similar application before, Facebook Messenger, and has been competing.

Liangqing: It's OK in America.

Chi: Yes, the United States is fine, because the United States is also a Facebook stronghold, but that means that after all, Facebook is the equivalent of a more heavyweight application, which is less suitable for lightweight operations on the phone, and that WhatsApp just makes up for a flaw So it cannot be said to make up for this flaw, only to say that after the incorporation of Facebook, the short board has actually been filled, but the Facebook pony also stressed that it will run in parallel, WhatsApp brand will not disappear, and the most is the Facebook Messenger will continue to keep, two is independent of the product to do, it may be a double insurance, but I can see that this aspect of pony is still more sensible, is that he did not quickly put WhatsApp into the Facebook product system inside, Some of Facebook's existing products are going to WhatsApp, but it's about integration.

Not quickly to integrate, which I think is right, why? In fact, WhatsApp you put away, it turns out to be your biggest competitor, but after you recycle it has already had a barrier, it can defend against like line from Japan, from China's micro-letter competition. So, what kind of application do you want to integrate in the back, you take your time, you may be targeted to do a thing, rather than take it for granted, or it may go, it will probably destroy the original WhatsApp user experience, of course, is not good.

All in all, that means the whole story, or I think it is one of the most important purpose, I think the bottom line is the mobile internet a very big impact, which reminds me of China's little Margo said, if there is no micro-letter, maybe Tencent even did not take the ticket, no ticket, We all know about the so-called ferry tickets, so we can see this way, an important trend in this direction.

In fact, there is a story about the transaction, saying that the founder of WhatsApp, who was doing nothing at the time, the founder of Jane Qom at the time he was free to go to Facebook for the interview, the result is not.

Chi: He might not have seen brother pony then.

Liangqing: Yes, when it comes to that gossip, because our show is actually relatively cloudy, big data, enterprise-level topics, commercial topics more, then this actually it is a consumer topic on the surface, but now there are a lot of people on the micro-blog to bring it behind the scenes to chat. People, we can from this incident, such as for the enterprise-level market will bring, for example, how to say, for reference.

Chi: In fact, we think that is to say, we also know that the Micro-blog also biography, and the relevant parties also confirmed that the WhatsApp its background is actually based on the cloud, this cloud is the SoftLayer acquired by IBM, SoftLayer at IBM's partner conference in the near future. Show, and then say the manufacturer, its main user logo inside there are WhatsApp. But we also know that Facebook is actually building its own data center, its own data center has a strong ability to build this, and this it level is really not bad, and led the OCP of this project, open Compute Project opened computing projects.

So, so now a lot of people's point of view, that is, Facebook will not do the cloud, if the WhatsApp after the real integration of Facebook, its it this thing will do some integration of some things, from my personal judgment, if the future said from, Now, if it's a stand-alone operation, it might be okay to say, "If I say I think it's bound to be a day, that means WhatsApp its products and some of Facebook's products will have some deep backstage combinations, and I think if two are deployed on the same infrastructure, I think it should be more efficient, or a more reasonable way.

Facebook, for example, will have its own data center for now, and it's basically not going to be able to talk about what kind of public cloud it can hold, you say, and the AWS may be full if you stay in a Facebook. So if you WhatsApp later, if you still use SoftLayer, this kind of communication between applications may cause some unnecessary cumbersome, I think in the long term, WhatsApp may also migrate to, move back to Facebook, Because Facebook itself is a very powerful foundation, and it does OCP, and I think Facebook might actually be able to turn from one of these simple social platforms to a provider of cloud.

Because I think cloud services, because it's doing this kind of a lot of it itself in fact in a way, it is also to do a SaaS service, social platform is actually a SaaS service, then there is no denying that you want to, who knows how Brother Pony, the United States pony brother, his ambition is so big, So I think this gives us a revelation is to say that the industry's on and off is quite interesting, WhatsApp background will not change it may also bring a few happy several worries, perhaps in a few years IBM can not take WhatsApp to say things.

"11:00"

Liangqing: Yes, let's look at the second big topic, the second issue is actually Intel's foreign news, when we zdnet the first to do some compiled reports, the news is Intel's smart processor, which means that its latest E7V2 this processing performance came out, unveiled, at least the news disclosed , the people can not simply introduce V2, should be counted 2011 years of the expected release, this old, new and old contrast what is different?

Chi: This is actually quite a big change, because we also know that E7 is the highest end of the product line in Intel, from the 7500 of the first batch in 2010 to the E7 of the Nehalem, and then to the e7v2 of three years after this year, Now that it has reached 15 cores, 15 processing cores, Intel itself has the largest number of cores, E7, when the first generation of E7 was 10 cores, Now is 1.5 times times, two years later, the number of channels of memory is also twice times, two times the number of channels, the original is 4 channels, is now 8 channels, then the memory capacity increased by 1.5 times times, but also 1.5 times times, so in this all ascend up very powerful.

This release I think it is very important, because how to say it, is in 2010, we also know Power7 released, four years later, this year we also know Power8 again, this e7v2 with this Power8 out.

Did you two talk about it?

Chi: Yes, so this is the top of the game, e7v2 in terms of intel, it is significantly more performance than the previous generation, IBM's last 0.5 generations of power7+ this processor platform to better performance, than the Sparc,oracle platform, but also stronger and cheaper. So Intel's commitment to disorientated the traditional market has not changed, we also see the relevant ecological environment is also more and more rich, like the introduction of E7V2 this server products, the world's 10 of these manufacturers can do this program. And we also read a report, is in the Chinese market, the Chinese market 4 slots in the server shipments of this year-on-year growth, in 2013, it is the same as the two slots year-on-year growth is the same, 4 slots above the higher, to reach more than 50% of this growth rate, Then the two slots and 4 slots are probably 10% growth rates.

So we also see that the industry's demand for this high-end X86 server is growing, and with this kind of large-scale virtualization and Gao Duanyun applications, and this kind of special high performance computing needs, I think the future of e7v2 is very good, especially in key business applications, the level of data analysis, We also know that X86, the high-end platform, is leading the development of memory computing at the highest end, on the contrary, this tall and famous minicomputer is lagging behind in this respect, this time Intel's E7v2 four slot machine can achieve 6TB of memory capacity, the highest 6TB of memory capacity, I think, Think of this machine 6TB, which is more expensive than many people have on their hard drive.

Old Liang, how many t can you add to the hard drive you're holding?

Liangqing: Add up not a few t, a little more, the key things are on that hard drive.

Chi: A server can hold 6T of memory you think about the future processing of these databases, all of this data went into memory first, the speed of memory faster than this hard drive or flash, the business of this attraction, now is obviously able to pull this power, as well as the SPARC system Gap, So I think the memory calculation will be e7v2, that is, this analysis of the memory computing database, will be the new e7v2 opened up, or from the E7 series to open up a new application, and it is the original minicomputer difficult to reach this application, I think it is also its future, We're all talking about big data, and it's not just the kind of category that's traditionally a key business application, so it opened up a new market, then we feel that this kind of server foreground really is very considerable, we also here, I also think I to e7v2 this kind of prospect I am still more optimistic.

Liangqing: Then, in the E7 release in fact, I remember that some domestic manufacturers do not mention the name, because the manufacturers are very actively released the corresponding products, according to your observation in the release of E7v2, domestic manufacturers reflect what, or he will not use this thing into a number of new areas of expansion?

Chi: I think it is inevitable, because I think especially, because the application of large data quickly spread, this popularization, the relevant manufacturers he has to face this demand, then you have to ignore this demand in fact, you want to, give up some of the growth of these markets, So I think there will be more and more of these companies willing to do this kind of big system, it's not going to be less, in fact we also know that in China the earliest release of this E7V2 server is IBM in X6, we also know that IBM in the release of X6 not a few days after the announcement of X86 all sold to Lenovo, So Lenovo is tantamount to saying that can not say something for nothing, of course, also spent 2.3 billion of dollars, can not say something for nothing, but it does improve the association of this battle.

So, as we've seen in this American press conference, it has shown that in addition to some of these partners ' logos, manufacturers have seen the wave, the dawn, and Huawei, and Baode, China's famous server vendors are on the list, and I think the trend is obvious, Chinese manufacturers will certainly also be actively in this area layout, especially like the wave, the wave is China like four roads and based on four or more servers, the largest one of the shipping manufacturers, it in this respect, I think this attitude will certainly be more positive, Needless to say, this year we can see these new E7V2 servers that these four vendors have brought to us, and I don't think they should be in the United States at the overall level, and in the list of the corresponding performance test records that Intel publishes, some Chinese manufacturers are listed, In some projects to get the first place, is tantamount to saying that the record in this project is Chinese manufacturers, I think it is quite gratifying.

"19:35"

Liangqing: Chatted E7, just now the effect people also talked about Power8, in fact there is another area of our concern, recently MD also claimed that 64-bit ARM processor will be in March will be out of the sample, may then be put into production, how do you look at this, on the one hand from a stage of polarization, In this regard, Power8 or e7v2, more and more strong, like a person to practice fitness, and more and more sturdy. So in addition to this small particularly lightweight or low-power in this field, slowly this rise, how do you see this polarization?

Chi: Well, I don't think it's a very conflicting view, or the opposite sides of the conflict can be the scope of the exchange of fire is relatively small, arm now the strength of its servers to say, if the overall enterprise it divided into three levels, the structure of three levels to say, The first level is that we're talking about the Internet, the access side of this external server, you do this external access, and then the second level is the application, you run the mainstream of this application, your sales system, your ERP these things, your customer relationship management, or you related to this program, this is the second tier. The third layer is the data layer, run some database, structured, unstructured, this database, now we can see E7 and Power8 They are more focused on this high-end application layer and database layer, the data layer, then the ARM server can now see, or the first level, The external access layer can occupy a good so it said that looking at the application and data layer, I think the road is very long, although the arm camp said very well, but I think now more is the composition of the hype, you want to really you to see some of the actual application of this word, if it is really cow, If it's true that we've all been very optimistic about it before, I'm sure a bunch of server vendors will follow up, and now only HP is doing it and Dell may be doing it, and the other vendors I don't see any of this.

These generic commercial server vendors It's not a reason to follow up for sure I don't think this thing is making money now, or the amount is very small, so I think it, like HP do moonshot here side, (Dongyue) server here with the arm of this processor's micro-card server, It is mainly the application of the front-end external server, did not say to use it to a mainstream application server, then E7v2 and Power8 they actually bring us another direction, if you say ARM processor is using this small, The tiny, multiple servers that make up a dense, relatively low-power, server cluster, Power8 and e7v2 feel that I use a top ten to a 20, which means that if measured by a purely applied load, A e7v2 may be able to top dozens of such arm-handling servers. Of course, the efficiency of this e7v2 will certainly be greatly reduced in some cases, especially if you have the high IO of this kind of high throughput high IO, which tight server, you e7v2 your own processor is very strong, Io can't keep up with it. So there are two kinds of routines, including we now see POWER,IBM Power Linux, it's such a routine that I hit with your smart E5 server, the processor to compete, I have a power Linux can replace seven or eight units, So your server has less space to occupy the rack, less if you're the size of this server, for example, if it's like the general comparison of such a large enterprise, I might have two thousand or three thousand servers, I passed the power Linux, you want to you except for a 7, 3,000 server I could be over 400 units. , more than 400 units is a concept, I may be more than 10 cabinets on the OK, but if you are 3,000 servers, you except a 40, you calculate, you must have more than 100 cabinets to be able to handle you this, more than 100 cabinets with you 10 around the cabinet, you think you this room occupancy cost that is money, You rent a house by the screen. You rent racks in the engine room. It is also based on the position of this rack, including even some customers it began to use this IBM's big machine, than this power system than the small machine and then another layer of large machine to do, a large machine is said to the top of a configuration, A large machine virtual out of 3,000 virtual machines, 3,000 virtual machines, Linx virtual machines, that can also be very quick, in a cabinet of a level I can do 3,000 virtual machines, I can help you to do some deployment quickly, I think this idea may also slowly be recognized by some users, is that I use a higher server, I may also be more cost-effective by taking less space, less unit cost, and this total application cost.

But arm might say I'm not performing enough with a single server, I got a bunch of servers to fight with you, because I'm the one with the low energy consumption of a single server, I may consume 100 of servers may be equivalent to one of your server energy consumption, but my 100 servers I to the overall level of IO than you a server is certainly high, So it's in this kind of high parallel bandwidth with this kind of Io, this way is certainly OK, but it wants to go to this way to spell this traditional application, I think arm is not an opponent, so I think any situation you have to pay attention to the type of your application, And you this application of the scene, all the way to Rome, but there must be a road is more suitable for you, not to say that you take any road can come to this, you go East I go West to walk everyone can come, all can.

Liangqing: I spend two years, and then you arrive in 10 minutes.

Chi: Yes, that's the truth.

Liangqing: Today we've actually talked about two big topics, one for Facebook and the other for e7v2, which we know will release E7v2 in China next week.

Chi: And I also do an ad, next week IBM in Las Vegas to do another, it is said that it is the first real sense of cloud computing Congress, because this is also since the acquisition of SoftLayer last June, the X86 sold this year, the real meaning of a cloud computing conference, We are also very concerned that IBM has no X86, or after buying a softlayer, what is the strategy of the cloud, and next week I will be in the United States to do a live report, Friday, may also do a "so many sound" words, we also hope to be in this piece with you.

Liangqing: Can you come back Friday?

Chi: It should be OK, it should be, you may not be, you may be from a front-end to see the industry's views.

Liangqing: Look at Barcelona, the poles.

Chi: Yes, I thought it would be fun to be on the show at the same time.

Liangqing: I could have a little faith if I didn't come.

Chi: Yes, I think it is obvious that one is the front-end, terminal equipment, one is talking about the cloud, although your that is a global exhibition, not just a manufacturer-specific exhibitions, IBM This may also bring us some new inspiration, or to say that some new information out, Everybody actually I think probably kinda care about IBM such a veteran, blue giant, it vendors, such a long history of manufacturers, The big man broke his wrist how to play cloud, let us wait and see.

Liangqing: Before the topic of this cloud, IBM has said that there is an inverse, in fact, I think next week if the people can participate in this program, can give us a very clear context.

Chi: Good.

Liangqing: Thank you very much for watching, thank you for your wonderful comments, also thank you netizens, goodbye.

(Responsible editor: The good of the Legacy)