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作者 harryrain 在 PTT [ WindowsPhone ] 看板的留言(推文), 共26則
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129F推:http://chinese.wsj.com/big5/20121015/tec085121.asp10/17 23:58
135F→:AMD最近新聞盛傳馬上將宣布大幅裁員約20%，裁2000人上下10/17 23:59
139F→:Intel過去幾年毛利率一直維持在65%上下，掉到57%是非常10/18 00:00
148F→:令投資人感到恐慌的衰退，若之後持續是50%左右，股價肯10/18 00:01
153F→:定會持續下探，那對股票分析師跟投資人來說這家公司危險10/18 00:01
158F→:Intel是一家過去市值穩定在1000億美元以上的公司，這完10/18 00:03
160F→:全建立在他的公獲利能力(6x%毛利率)上，如果穩定降到5x%10/18 00:04
163F→:那市場肯定會讓他股價大幅下跌，這就是他現在危險的地方10/18 00:05
164F→:現在台積電市值約800億美元，如果Intel獲利能力沒有優於10/18 00:06
167F→:台積電，且未來成長潛力更不如，市場會讓他市值掉下來的10/18 00:06
171F→:當然你們可以說還是有人用PC，但是如果繼續沒成長+獲利10/18 00:08
172F→:低，那這家目前幾乎完全在靠PC的公司，就會一直跌一直跌10/18 00:09
173F→:，如果是你現在持有Intel的股票，你們覺得如何？10/18 00:10
176F→:至於AMD就更不用說了，AMD目前只剩20億美元的市值，只有10/18 00:11
182F推:台積電的40分之1，甚至也比廣達、仁寶等NB代工廠小10/18 00:14
188F→:這兩家在PC市占率各占約80%跟20%，一家現在股價有點危險10/18 00:15
190F→:、一家已經跌爆+馬上要大幅裁員10/18 00:15
193F→:對市場來講，只要沒有成長就是很慘，衰退的話是慘到爆10/18 00:16
196F→:現在PC一年賣三億多台，如果十年後PC一年還是賣三億多台10/18 00:17
198F→:，而Intel還是只有PC市場，那這公司絕對不值1000億美元10/18 00:18
201F→:不要忘了，三億多台仍然是非常多，但如果是這樣，Intel10/18 00:19
203F→:的股價就是完蛋了，等著每年跌了10/18 00:19
206F→:現在市場對Intel的期望就是他能走出PC，因為PC看來已經10/18 00:20
208F→:不會成長了，問題是他想走出PC已經快十年了從沒成功過10/18 00:21
211F→:2006年才因在行動市場慘敗給高通，而把行動處理器部門賣10/18 00:21
212F→:給Marvell，現在想拼命，還得看高通、台積電同不同意10/18 00:22
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