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作者 harryrain 在 PTT [ Stock ] 看板的留言(推文), 共24則
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30F推: 你根本不懂美國SEC報告的精神，不管10-K,10-Q, 20-F07/29 00:58
31F→: 都是在講風險，所以每家公司SEC報都是通篇在講風險07/29 00:59
32F→: 這跟他們要不要做案子一點關係都沒有07/29 01:00
33F→: 至於終止的權利，從頭到尾都有，根本不是問題07/29 01:02
34F推: 你還是不懂，你多看十家沒要做deal的公司SEC filing07/29 01:24
35F→: 你就知道我在說什麼了，MD&A本來就是一直在講自己要07/29 01:24
36F→: 做的事情的風險有什麼，要投資人注意，但那就是公司07/29 01:24
37F→: 要做的事。譬如公司決定要投capex，風險是什麼之類07/29 01:25
38F→: 你不知道要看誰的就看Intel、Qualcomm、TSMC....等07/29 01:26
35F推: 傻傻的，什麼以台韓為目標沒什麼，台灣晶圓代工跟南06/10 02:27
36F→: 韓記憶體都遙遙遙領先其餘全世界，美國被甩到趴地上06/10 02:27
37F→: 大陸在這兩塊只要能稍微趕上台韓，就是世界第一，你06/10 02:28
38F→: 還以為歐美什麼都很強，歐美早就被打在地上玩沙06/10 02:29
39F→: 日本？！早就被打趴進墳墓了06/10 02:29
151F推:雞排！06/09 23:25
12F推:傻傻的，專利戰結果付權利金代表的是慘敗，割地賠款02/11 01:51
13F→:什麼立於不敗，宏達電每戰都慘敗割地賠款02/11 01:51
14F→:什麼夥伴關係，那叫「保護費」02/11 01:52
48F推:GG 20nm跟Intel 14nm差一代，20nm跟14nm都1Q14量產11/24 09:33
49F→:兩者差距就只有一年，算術很難嗎11/24 09:34
50F→:補充GG 16nm跟Intel 14nm接近，但20到16nm只有一年11/24 09:35
10F推:全民釋股政府拿的錢比賣給財團少得多多了，傻傻的09/20 11:25
11F→:因為散戶只會用現在價格買，財團會用遠高於現價買09/20 11:26
12F→:這叫控制權溢價，要全民釋股有什麼難，只是不願意09/20 11:27
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