Health share price suffers Fuji take over influence of talk of the shop that wear Er to go up greatly 8.5%

September 13, 2008

Dispatch of sina science and technology on September 9 message, suffer the stimulation that takes over hearsay of the production factory that wear Er, global electron manufacturing industry appears on the market twice below Tai Mingqi of rich Guo of acting labor king, Taiwan head in pairs of company share price rises — the Fuji that Hong Kong couplet hands in place to appear on the market health international (2038.HK) the share price yesterday goes up greatly 8.49% , the grand sea that Taiwan stock exchange appears on the market is accurate (2317.TW) share price rises 6.99% .

Last week 5 (on September 5) , ” wall street daily ” cite not the word report of personage of message of sign one’s name says, dai Er sells of purpose all or partial acting plant in order to reduce cost, had been versed in with a few generation the manufacturer has had a contact at present, predicting future is finished inside 18 months sell factory matters concerned. After this one message is announced, industry in succession who will take over conjecture Dai Er’s factory. Regard the whole world as acting labour tycoon, the grand sea nicety below Guo Tai Mingqi and Fuji health international nature is the object that is guessed.

Suffer the stimulation of this one hearsay, the share price of health international all has grand sea and Fuji run win grail rise. The share price of grand sea nicety rose new station money comes 153 yuan 10 yuan, rise 6.99% , grail rises that day 5.57% . Fuji the share price of health international rises 0.45 HK dollar come 5.75 HK dollar, rise 8.49% , constant unripe index rises that day 4.32% . On September 8, lyons negotiable securities still reduced Fuji the gain of health international anticipates reach target share price, but what this fails to affect it is big go up.

Fuji health international releases announcement to say after 8 days of closing quotation, had noticed company share price has rise considerably, but ” board of directors not any causes that know causes this price to rise ” .

Grand sea and Dai Er’s current cooperation is very close, grand sea wears Er besides the side outside acting labour PC and jotter, group of Dai Er achieving a side below division of grand sea group are acting labour monitor, grand criterion generation is versed in 0 component part, bilateral collaboration all along very close. Accordingly, the possibility that the company below Guo Tai Mingqi takes over the factory that wear Er is larger.

If wear Er to want to sell a plant really, besides grand sea, Fuji health outside, the side wears the Hua Shuo of PC of Er acting labour, small star, the Ren Bao of product of acting labour jotter, wide amount to, abb is achieved, era is versed in the Guang Baoke of monitor, beautiful person is amounted to, acting labour the new general of 0 component, can become, the acting work large sheet that hopeful obtains Dai Er. (Establish hero)

  Relevant report:

Pass Dai Er to be about to sell factory Guo Tai Ming takes over cry highest

Dai Er plans to sell computer factory cuts cost

HP raises PC price in England first

September 12, 2008

[News of plan world network] (Xia Shuang is compiled) HP will raise Wu of kimono of computer of its table machine, notebook at be in England next week implement the price, the large system manufacturer of other is pressing also the hope follows suit.

Because of most computer component with the dollar plan value, pound is right recently of the dollar devalue bring about manufacturer cost to increase scope highest can amount to 10% ; Make HP make the decision that moves costly case plus the growth of global business cost.

The director that HP is in charge of England and organization of Irish solution collaboration wears Cisco of husband · slope to confirm especially, from next week at the beginning, all product value of server of HP industry standard and combination of investment of individual system group will go up tone. Drive says: “We will finish the tone full employment to the price inside these two days, the amplitude modulation on the price should be in 5%-9% , inspect specific line of the products and decide. Inspect specific line of the products and decide..

Drive emphasized the printer equipment of HP and storage equipment price will keeping changeless. His explanation says: “We undertook to all business sections business cost is investigated, think to show level to should increase the price of industrial standard server and product of individual system group, need not increase image and the price of the group that print and memory product. Need not increase image and the price of the group that print and memory product..

Drive says, the partner of hope HP can agree with HP to be economic depression place tired.

Industry news personage expresses, large system manufacturer also has other pressing the requirement that raises price, include among them grand base. Dan Hongji did not publish a comment to this.

Bali Duoha of manager of VAR Hemini sale says: “If HP raises price, all other firms can follow suit immediately. Recently inside 3 months, the dollar already became via converting 2 dollars by 1 pound to the exchange rate of pound convert 1.75 dollars.

HP will raise PC price

September 12, 2008

Wu of kimono of the table opportunity that HP will offer in England at rising formally next week, jotter implement the price, predict other manufacturer also will in succession follow the lead of.

HP does main reason so is the closest pound to dollar exchange rate weaken, this caused supplier cost to rise to amount to 10% , because most component is,press dollar valuation.

HP solves collaboration to organized chief Dave Poskett to confirm all Industry Standard Server (ISS) and product of Personal Systems Group (PSG) are met in the plan of England and Ireland price is raised in Zhou Yi.

Dave Poskett says: “We can be in these days in knock raise price finally surely how many, the different price that classifies according to the product meets those who have different rate rise.

He emphasizes saying, the value of the equipment that print and storage equipment will keep constant.

Intel announces price of 12 new mobile processor to affirm

September 7, 2008

According to the report of foreign media, on IDF congress, intel announced 12 new mobile processor, major vest in fast gallop 2 platform, what get today is the message of respect of price of these 12 processor.

Series of Core 2 Extreme

QX9300 processor, 2 class of 12M cache, 2.53GHz advocate frequency, 1066 MHz FSB, 45nm craft, 1038 dollars;

Q9100 processor, 2 class of 12M cache, 2.26GHz advocate frequency, 1066 MHz FSB, 45nm craft, 851 dollars

Series of Core 2 Duo

SP9400 processor, 2 class of 6M cache, 2.40GHz advocate frequency, 1066 MHz FSB, 45nm craft, 316 dollars;

SP9300 processor, 2 class of 6M cache, 2.26GHz advocate frequency, 1066 MHz FSB, 45nm craft, 284 dollars;

Series of LV/ULV Core 2 Duo

SL9400 processor, 2 class of 6M cache, 1.86GHz advocate frequency, 1066 MHz FSB, 45nm craft, 316 dollars;

SL9300 processor, 2 class of 6M cache, 1.60GHz advocate frequency, 1066 MHz FSB, 45nm craft, 284 dollars;

SU9400 processor, 2 class of 3M cache, 1.40GHz advocate frequency, 800 MHz FSB, 45nm craft, 289 dollars;

SU9300 processor, 2 class of 3M cache, 1.20GHz advocate frequency, 800 MHz FSB, 45nm craft, 262 dollars;

Series of ULV Core 2 Solo

SU3300, 2 class of 3M cache, 1.20GHz advocate frequency, 800 MHz FSB, 45nm craft, 262 dollars;

Celeron series

585 processor, 2 class of 1M cache, 2.66GHz advocate frequency, 667 MHz FSB, 65nm craft, 107 dollars;

575 processor - 2 class of 1M cache, 2.00GHz advocate frequency, 667 MHz FSB, 65nm craft, 86 dollars;

Series of ULV Celeron M

723 processor, 2 class of 1M cache, 1.20GHz advocate frequency, 667 MHz FSB, 65nm craft, 161 dollars.

Price of liquid crystal face plate is fluctuant and overall factory reduction of output is begged put

September 2, 2008

Author: Hu Yaqing, Gu Hui

The factory that Xiao Wen becomes a shareholder is epitome only, in price of upriver face plate fluctuant big environment falls, small overall the risk that factory front is facing industrial chain management to disable.

Xiao Wen lived in native place a many week, he has bit of indulge in pleasure and forget home and duty really. But reason or the ticket that let him buy 28 days to return Shenzhen. The factory should be faced to contract after thinking of to answer Shenzhen, xiao Wen has a headache unceasingly.

Since screen of a liquid crystal was made in Shenzhen partnership with a few friends 2006 overall factory, the company that Xiao Wen becomes a shareholder grows all the time pretty good. Company major servicing is to make liquid crystal overall of treatment. Company product line is longer, have TV of LCD, liquid crystal and computer. Weak point time of 9 years, company dimensions went to 50 from 5 employee dilate, and a lot of seasoned technique talents are joined, product line arrived from computer screen dilate screen of TV liquid crystal, sales revenue accomplished 50 million yuan 2007.

Similar Xiao Wen such yard, in bead trigonometry has a lot of. This kind of factory is civilian battalion property commonly, dimensions arrives from a few people thousands of person. Did not make a brand mostly, liquid crystal is exported overally or basically be engaged in is acting labour. In boom of liquid crystal industry when, these foreign trade factories and exit factory have good profit, easy life of a small family passes well.

And this kind of comfortable life was broken from June 2008. It is face plate of SamSung liquid crystal depreciates first, east of back-to-back Great Wall, LGD, Beijing, strange beauty, friend is amounted to, China mirrors a canal to wait for the whole line of firm of liquid crystal screen to depreciate. Depreciating is meddlesome originally, dan Xiaowen discovers very quickly, the change of the company does not follow to go up the float of face plate sale price. The money that often takes with high price a week ago, arrived in the factory discover this price on the market falls again, and price is received under his after the likelihood that the competitor takes drops namely. It is cheap that this compares oneself with respect to the terminal product that brings about a competitor. And for antagonism, xiao Wen’s factory can sustain losses in business only again sell.

Originally the gross profit of every machine is in 80~100 or so yuan, and every machine basically wants compensate now 100 multivariate. 3 short month, screen of 19 inches computer liquid crystal dropped the factory that Xiao Wen becomes a shareholder 400 yuan, the price of screen of liquid crystal TV dropped 300~500 yuan, reflect retail market, retail prices fell nearly 1000 yuan.

In area of Shenzhen city Baoan, like Xiao Wen such liquid crystal is overall small plant still has a lot of. Sustaining the loss that price wave motion causes generally hard. Before he answers native place to rest, understood the situation of other person of the same trade, the day that discovers everybody is uneasy. Resemble him the small plant under such 50 people, the deficit of every month is in since these 3 months 200 thousand ~50 10 thousand yuan, the factory of about a hundred person with respect to luckily more serious, the forehead is spent be in probably 10 million ~3000 10 thousand yuan.

Zhang Bing of Display Search chief delegate says, price of face plate of upriver liquid crystal drops, to downstream and overall the ability of catenary of plant government industry is a very big test. This demand is overall factory can the price of screen of accurate judgement upper reaches goes situation, adjust product sale quickly.

Manufacturer of brand of homebred liquid crystal has had stronger industrial catenary to manage force, and rise to thick lines development bead for trigonometry processing factory, manage experience without enough industrial catenary apparently. The good qualities of these processing factories just is producing the control of cost, and not be expert at to change of price of upriver face plate and quick sale.

The price is going low everyday, xiao Wen’s yard can be adopted only compress produce can means reduces a loss. Complete stop production is impossible, depend on the mode of provincial representative, the brand of the computer screen that they produce and TV screen is in 23 lines town is small famous gas, the word of complete stop production, be equal to everything to want to begin from the beginning.

Did not answer native place to look for years, the chance that Xiao Wen lends this second reduction of output goes back loosened a week.

Sit on the train, xiao Wen is looking at the scenery that gallop and passes, cerebrum is a bit blank. Eat lunch, the mobile phone rang, his big partner sent a message to him: Incomplete market hopeful rebounds after abstruse meeting. The heart that Xiao Wen is hanging was put down a bit, those who lie on berth to enjoy moment is halcyon.

And return Shenzhen, be like the development of the next year shop that article general considers. Industry thinks, the day of next year is uneasy.

Commercial weekly publication: Mode of the price war that wear Er is onefold heavy brace up suffocate suffocate

September 2, 2008

Guide language: ” commercial weekly publication ” the website publishs analytic article to say, dai Er will be newest profit drops first quarter 17% ascribe to product value falls considerably, will restore to grow be thwarted to ascribe to afresh intense market competes. Dai Er of Michael Er · (after Dai Ershuai of Michael Dell) new in control of imprints, whether to hold to weigh truly brace up door of arteries and veins?

   Deviate orbit

This summer, those who wear Er is heavy brace up plan deviate orbit. On August 28, dai Er announced 2008 money year newspaper of money of the 2nd quarter, because lower product price considerably, daierdi 2 quarters profit glides 17% . This company releases early-warning to say at the same time, future the profit of a few quarters will fluctuate up and down. Because the corresponding period is other the profit of company of science and technology is driving, investor brings about its share price to be in to Dai Er’s pessimism dish hind trade drop 10% .

Dai Er of Michael Er · admits in analyst telephone conference, current outstanding achievement not as a result of,beautiful is ” oneself reason ” , intercurrent oath improves current condition. 2007, to turn round successive nearly two years market share glides reach the declining tendency with slow growth, dai Er of Michael Er · (Michael Dell) new in control of Dai Ershuai imprints. Dai Er of Michael Er · expresses: “The course that resumes growth afresh always can have deviation. Some business we are too radical. Some business we are too radical..

Investor fears 4 months will climbed the share price wearing Er that raise to whether had arrived continuously inflection point. Since May 1, the share price that wear Er already rose 33% . Before money newspaper is announced, share price newspaper of Dai Er closes at 25.21 dollars, drop 42 cent, drop for 1.6% . The share price of its competitor HP dropped since May 1 1% , malic share price dropped 0.75% . Last year October, the share price that wear Er is achieved 52 Zhou Xin is tall, amount to 30.77 dollars.

   The price competes

After Dai Er of Michael Er · gives mountain again, big thrust is reached into products plan abroad and patulous, try to be in consume kind of notebook computer and desktop PC domain to recapture an user. But Dai Er takes price war means and adversary competition as before, bring about operation profit margin to glide. Senior analyst of American Technology Research of market research firm is like · (Shaw Wu) points out, be in up to the money season August 1 in, operation profit margin of Dai Er from last year of the corresponding period 6.1% drop to 5.3% . Be like · offer Dai Er the share with neuter grade, he thinks: “Actually, price war is (Dai Er) exclusive and effective weapon. Wear the product of Er and change a dominant position without difference, they become computer besmear different color, sell in different area, but other computer firm also can accomplish this. But other computer firm also can accomplish this..

Daierdi the outstanding achievement of 2 quarters under wall street anticipate. The 2nd quarter, profit of the net that wear Er drops to 6.16 dollars, every gain 31 cent. Last year the corresponding period, profit of the net that wear Er is 746 million dollar, every gain 33 cent. The battalion that wear Er closes exceed anticipate, relatively 14.77 billion dollar rose the corresponding period last year 11% , amount to 16.4 billion dollar. Wall street analyst predicts before this, 2 quarters battalion receives Daierdi for 15.95 billion dollar, every gain is 36 cent.

The sales promotion defray that sells positional generation in competition of zero sale field squashed profit space. Storefront is sold is Dai Er is brand-new task, 90 time reach the century on at the beginning of this century, enterprise of the have the aid of that wear Er is sold continuously mode and by order custom-built computer obtained swift and violent development, but at present industry growth basically comes from at consuming the market, the Dai Er that champion position already was replaced by HP needs to get used to this change afresh. The 2nd quarter, dai Er consumes kind of product battalion to close grew 28% , amount to 2.7 billion dollar, 17% what occupy integral battalion to close.

   Profit drops

Dai Er CFO Brian Geladeng (Brian Gladden) points out, reducing price of computer of European market notebook considerably is the main factor that influence profit drops. American company is right of IT defray ” conservative ” the manner has diffused Europe and Asian part area. His complement expresses, the operation profit margin of a few quarters won’t have the future that wear Er to be improved apparently.

Meanwhile, good outstanding achievement of the competitor more brought greater pressure to Dai Er. On August 19, HP publishs newspaper of money of the 3rd quarter, its profit exceeds an analyst to anticipate, express to outstanding achievement of the fourth quarter hopeful, push raised HP share price. On July 22, the apple issues bulletin of newest quarter money, its profit and battalion closed to all exceed an analyst to anticipate.

Of course, dai Er’s business also is put in window. The 2nd quarter, the scale that wears Er operation expenses to occupy total battalion to close from last year of the corresponding period 13.9% drop for 12.2% , the part was finished 2009 money year before the goal that reduces expenditure of 3 billion dollar every year. The 2nd quarter, dai Er cut 1500 position, from 2007 money year begin, dai Er already accumulative total cut down 8500 works station.

Additional, dai Er also devises more product extension through be benefit radical market product line. IDC considers to experience Richard Ximu (Richard Shim) points out: “Dai Erzheng follows market opportunity in follow closely, get larger market share. ” Dai Er rolled out computer of a series of notebook of new fund commerce recently, dai Er of Michael Er · says to will roll out a batch of new desk discuss with sb face to face use computer immediately. July, dai Erceng alleges to media, outstanding achievement of this company second half of the year will have improve considerably.

   Competition is intense

Dai Er’s increase rate still level of prep above market, IDC report says, 4-6 month, sales volume of PC of the whole world that wear Er grows 21.4% , increase rate of industry of the corresponding period is only 15.3% . Current, dai Er is in the portion in global PC market 16.4% , HP is 18.9% .

Wall street is anxious, whether did the addition of market share bring about the addition of corresponding cost, be like · point out, dai Er’s competitor has a batch of customer ” blame have cannot ” product or service, for example malic Mac, IPod and IPhone, the software of HP printer and IBM and advisory service. These products make them not easy suffer the effect of retail market price war. (Xiao En)

  Relevant report:

Daierdi 616 million dollar of 2 quarters net profit falls compared to the same period 17%

Vanward electric equipment is concoctive and dispersed rise in price information pulls a guest to be fined 20 thousand yuan

August 12, 2008

[Hangzhou of Xinhua News Agency on June 15 report] (reporter Yue Deliang) substation of supervisory examination of Zhejiang province price releases a message to say, branch of price of 3 counties of stage state city was opposite lawfully a few days ago concoctive and dispersed rise in price the limited company of vanward electric equipment of information undertook administration is punished. This is this province first investigated businessman is concoctive and dispersed rise in price news price violates a case.

The near future, user of 20 thousand much more mobile mobile phone receives 3 counties early or late short message: “Go up! Go up! Go up! Home appliance should rise in price immediately! Vanward electric equipment is held today shut the door to sell especially meeting. Air conditioning, freezer, washing machine, the group is bought put value greatly, buy at once enjoy low not to regret! Be restricted only on from morning till night ” . After undertaking to information the technology is analysed, branch of 3 counties price thinks this businessman is suspected of the price violating act, organize personnel to begin investigation to obtain evidence immediately.

Via checking solid, limited company of electric equipment of 3 counties van is in selling operation activity, do not have special offer sale already that day, morrow also does not have commodity to rise in price, sending a short message is for tout purely, belong to concoctive, dispersed rise in price the price of information violates act.

Accordingly, branch of 3 counties price made the administrative punishment that fines 20 thousand yuan to limited company of vanward electric equipment lawfully.

3G edition IPhone is in heart price lowest will be low to 1 euro

August 10, 2008

Dispatch of Netease science and technology on June 16 message, the T-Mobile company with German subordinate telecommunication is in announce, it will with low the apple sells in Germany to the price of 1 euro newest the 8GB money that roll out 3G edition IPhone, month of accessary two years of packages serves cost, every months of charge is 69 euro.

Because abandoned before all the time income of importunate operation business is divided into mode, 3G edition IPhone of the apple will enter the whole world 70 many countries, get the use of more consumer.

Like T-Mobile such operation business has bigger than before flexibility, they can lower the price of IPhone, raise the price that serves a contract at the same time.

The O2 that includes Telefonica banner to fall inside certain operation dealer shows, the data bulk that the user of IPhone consumes is 30 times of user of online mobile phone otherer.

The price of first IPhone that rolls out before New Year is as high as hundreds euro, and a country has supplier of an exclusive service only. The total sales volume of first IPhone is 6 million.

The 8GB fund that T-Mobile will sell in Germany enough of 3G edition IPhone stores 2000 song or 8 film, what serve a contract according to data is different, price arrives in 1 euro 169.95 euro.

To 16GB money model 3G edition IPhone, if the user is bought with the price of 19.95 euro, fee of so corresponding the service that include a month is 89 euro, if the user is bought with the price of 249.95 euro, fee of corresponding the service that include a month is 29 euro.

” ZhongGuanCun daily ” old edition IPhone rises in price, the sale is difficult

August 10, 2008

Donews 6 month 16 days of messages (reporter Zhou Ran) according to the village wife person discloses, at present goods in stock of old edition IPhone decreases quickly, but the new edition IPhone that the market faces low standard again is about to come on stage, business of IPhone commodities from abnormal channel had been immersed in condition of be in a dilemma at present.

Introduce according to personage of know the inside story, the circumstance that old money IPhone is in Shenzhen at present is overseas supply of goods does not have goods basically, channel business also is to go out to be not entered only, sell little, because this gives rocket of price of pick up the goods, and the relationship is done not have not forcedly at all goods can be carried. Be in layer upon layer after increasing price, the market value of ZhongGuanCun has risen to at present 4300 yuan, ased if to return IPhone to enter outback office again, “Coming into stock is father ” circumstance.

But meanwhile, the hearsay of all sorts of 3G IPhone, make lover of numerous IPhone China covers in succession the purse that tightened oneself, the new IPhone commodities from abnormal channel with the cheap move such as anxiously ground perhaps goes the arrival of goods, buy the account book of old edition IPhone again far from, for a short while urgent bad the agency of commodities from abnormal channel that nice not easy gift takes arrived IPhone.

It is the money that takes at high price after roasted seeds and nuts at the same time, it is of one mind at the same time the consumer that waits for novice machine only, business of helpless commodities from abnormal channel or it is small profits work off, every are earned 100 yuan paper a mouth, or it is wait for windfalls, wait only ” big head ” appear after selling, come to an end big auspicious. Dealer of a commodities from abnormal channel states everybody cannot be blamed, it is oneself judge error to prices, feel new to the appetite of people comes to IPhone meeting trice buy old edition, be forced to admit grow.

In addition estimate according to channel respect, at the appointed time the head approves arrived 3G IPhone price to will be fried to reach 4000 yuan, profit margin is about 100% . (be over)

Yahoo did not come to an agreement with Microsoft share price drops greatly 13%

June 13, 2008

Dispatch of sina science and technology on June 13 message, according to foreign media coverage, yahoo week 4 announce, the negotiation course of study between this company and Microsoft already ended, both sides fails to come to an agreement. Share price of this message Ling Yahu dropped to exceed 13% .

And as contrary as Yahoo, microsoft (end of Microsoft) (MSFT) share price dish rose 5% .

Yahoo company says in statement ” already undertook for many times talking with Microsoft, both sides has discussed all sorts of trading plan. ” Yahoo expresses, a few shareholder of company participated in the negotiation that held on June 8, microsoft expresses clearly in negotiating this innocently overall buys Yahoo.

Yahoo statement says, “In talking this, the negotiation of Microsoft amounted to Microsoft to buy the position of Yahoo disinclination to overall on behalf of very clear the earth’s surface, the place before although buy the price,according with this discusses range. The place before although buy the price,according with this discusses range..

End week of 4 end dish, microsoft spokesman has not published a comment to this matter.

Yahoo expresses at the same time, already alled alone be reached between section of engine professional work with respect to its search with Microsoft hand in easy be related to had undertaken negotiating, but the conclusion that reachs finally is this kind trades long-term to its business is adverse. Since Microsoft announce to abandon buying a situation from last month not after the Yahoo of tycoon of Internet portal industry of beautiful, yahoo has formed a variety of means of companionate relation to had undertaken discussion with respect to both sides.

According to other media coverage, yahoo is about to announce with competitor cereal song (Google Inc. ) (GOOG) forms the companionate concern that replaces a gender. ” wall street daily ” published head article order and famous rich guest TechCrunch express, these two companies are close to Yahoo and cereal song come to an agreement, the cooperation that consultative content may include to search engine advertisement field concerns.

At present the company represents Gu Ge to did not make a response to this comment.

Yahoo company all the time since buy actively at what put forward Feburary this year in defence Microsoft want to make an appointment with, yahoo took a lot of actions during, among them one of it is the partner concern that tries to reach side of search engine advertisement with Gu Ge. This company hopes to raise advertising Wu battalion to close with this.

But market concern markets this kind to will bring about possibly the interpose of antitrust branch, rank to mix the 2nd respectively in because Gu Ge and Yahoo are in the United States,searching engine ad industry.

If both sides reachs agreement of cooperation of search engine advertisement, yahoo asks the search that refers Yahoo to turn to Gu Ge likely, by latter general search request and relevant advertisement photograph match, stop the run that scores from this to be divided into with Yahoo. The search business run that Gu Ge scores through this kind of technology closes all the time prep above Yahoo.

Although this kind trades to increase the battalion of Yahoo company to close likely, the market thinks it will make Gu Ge enlarges his to search the consequence of engine market in Internet generally.

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