Sunday, January 15, 2012

US stock comment: Industry of science and technology anabiosises opinions vary

   Introduction: MarketWatch is written now civil say, up to now, people sees still be a few extract, and it is each other contradictory data, the person of different point of view can use different data completely to be a basis, the conclusion that reachs each other are widely divergent. The demand of industry of science and technology whether already sole? The answer of this one problem is crucial, go up somehow actually, it also decided science and technology kind whether already sole.



watch caseThis week, look from the expression of high-tech industry, circumstance it may be dvd discovery best buy said is a disorder, those hopes cut the investor that knows whether domain of science and technology anabiosises to want to feel disappointed again apparently truly.



Above all, personal compu dog stairs best buy ter manufacturer wears Er (DELL) gave out early-warning, they tell shareholder, their profit margin season of the 2nd money will glide, this basically should ascribe to the cost of all sorts of component rises, of business demand fatigued and weak, and powerful competitive pressure. This one disappointing news, plus headquarters of the Austin that get a state bleak nonluminous analyst meeting, make the stock of this company only trade in a of Zhou Er sufferred among day drop the blow of 8% .



What make known his position next is chip tycoon Intel, their expression rather, ignited the blaze of market enthusiasm. This company announces, the performance of season of their the 2nd money is good anticipate at the market, and they still express, look in them, spending of product of science and technology predicts to will grow somewhat.



the inside information that Intel knows what to wears Er not to understand?



The market is in now be full of the progress that expects the ground is awaiting next week, expectation at the appointed time the situation can become more clear. Microsoft (MSFT) and apple (AAPL) will release money declare in succession next week. Their money newspaper can provide more clue probably, let people see personal computer market perhaps says industry of whole science and technology is in after all produce what kind of story, let what people defines trade of science and technology anabiosis the process is what kind of case after all.

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Before that, perhaps say up to now, people sees still be a few extract, and it is each other contradictory data, the person of different point of view can use different da dog crates large ta completely to be a basis, the conclusion that r the most popular selling dog crates large eachs each other are widely divergent. The demand of industry of science and technology whether already sole? The answer of this one problem is crucial, go up somehow actually, it also decided science and technology kind whether already sole.



In this respect, it is very important to have index of a banner sex, the manner of the manufacturing business that this is chip production equipment -- the opinion of these manufacturers must give apparently take seriously, because normally, the state of equipment production business depends on the state of chip manufacturer, and the state of chip manufacturer depends on the state of industry of whole science and technology. The near future, those who come from this one domain a few adumbrate or very make a person hopeful. In June the middle ten days of a month when, gartner Inc of market research firm. Express, look, the capital spending of device sphere is in this year the 2nd quarter already " sole rebounds " .



Gartner analyst Lin Na (Klaus Rinnen) expresses last month, "Beyond question, whole anabiosis the process will be endless, slow, but we had seen a few first sign, showing inventory complement activity became already brisk, in the past among a few quarters, as a result of a series of cut down and control measure, inventory is already adjacent and extinct. Inv dog stairs for bed entory is already adjacent and extinct..



In fact, this one stock is additional thematic dispute often is worth investor to give of attention. As a result of the cause of economic depression, no matter the level that is an enterprise is returned in the level of consumer, demand glided considerably, below this kind of circumstance, whole industry is met apparently more dedicated the commodity that at work off they accumulate currently, component produces an enterprise to t dog crates large dogs ake existing inventory to handle the demand of equipment manufacturer, and shopkeeper also is happy to see goods shelves becomes empty gradually.



memory card digital camerasA few analysts believe, the demand that the outstanding achievement that Intel place releases can not show terminal client truly actually already sole rebounds, just can explain this company is beginning to rebuild now inventory, let its return to normal level.



Er of horse of Collins Stewart analyst library (Ashok Kumar) published a research to report at this point, the title is " should say to anabiosis very early still " , in the report, he advocates, intel the battalio most popular selling dog stairs n of 8 billion dollar receives season of the 2nd money to be able to be surmounted anticipate, because this company is in,rebuild namely actually inventory. The analyst of FBR Capital Markets uncle case (Craig Berger) also emphasizes, present inventory level has lowered the rate that cannot go down continuously.



Nevertheless, need not verbosity, the expressional establish that the occurrence of these elements has been industry second half of the year a relatively good foundation. In second half of the year, the 3rd quarter has season of return to school after the vacation, the fourth quarter has holiday shopping season, these apparent meetings form the stimulation that comparative to the demand of consumer one party. Even if is the Kumaer of footing of some apt pessimism also expresses that briefly, he " build unlikely before the quarter will reach end in September sell the hope that give " . Current, the stock grade that Kumaer gives Intel is average, he thinks, still need to observe the condition of terminal demand side at present.



Kumaer is written between research report, "The next fulcrum that anabiosis must be to come from at terminal demand. "The next fulcrum that anabiosis must be to come from at terminal demand..



According to Intel and Dai Er the viewpoint of two respects, on this road that anabiosis, still will act the leader's part by consumer. Presiding and financial officer of Dai Er Grattan (Brian Gladden) is in a company this week emphasizes on lengthy analyst meeting, no matter be on big company market, still go up in market of small dog stairs and ramps and medium sized business, their sale expression still is " very fatigued and weak " .



Intel is presiding apparitor Europe heart is peaceful (Paul Otellini) is right also oneself investor people express, "Of consumer purchasing gift is the person that ongoing viatic leads " .

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Why is Dai Er's manner met relatively pessimistic, and why is the manner of Intel met relatively hopeful? This difference is to come from the development at so-called online our market actually on certain level. This kind of bulk the jotter product with inferior, less function made lesser, price among decline god-given window, the cushion that comparative was provided for a few manufacturers when whole of personal computer market glides.



Study company Gartner points out, this year among first quarter, personal computer market the grand Qi of the 3rd big player, Taiwan (volume of ACER) unit shipment rose 26.7% , and meanwhile, unit shipment volume of Dai Er glided however 16.9% . Both expression can have so vast difference, because Dai Er is opposite,be greatly more the cause that depends on professional market.



Intel is getting online competence region also is a very important role, their Atom chip sale achieved very considerable breakthrough. Even if is such, atom closes to also have 362 million dollar only in the battalion among newest money season, closing in company whole battalion is a very small part only on domain. Meanwhile, although their server chip Nehalem is aimed at is market of relatively fatigued and weak business client personal computer, acted battalion successfully to close drive implement part.



Next week, the money that takes out them when apple and Microsoft announces the correct time, investor still can see similar difference occurs probably. Because survey the home people had seen, microsoft still is in in the light of the sale expression of big company client glide, and apple however will because of hot IPhone(The mobile phone gets online)And climb increa the best selling dog crates largesingly the malic chance that raise sells grade and achieve more kinetic energy.



Look at present, this kind of consumer embraces the trend of new technology to appear to still will last for some time at business circles first.



(Article author: Therese Poletti)

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