*賣出理由：
1. Intel傳出次世代晶片組出貨不順消息。
2. 廣達調漲代工費用，代表第二季的毛利將不如第一季。
3. 雖然6月有Computex利多，但是思考去年度6月次貸以後的返校季並未有銷售亮麗成績的新聞。
4. 以上兩個原因判斷，第二季的NB與接下來的第三季NB行情應該不旺。趁還有獲利時賣出權證。
出清持股。
*報酬率
3.86%。
* 操作檢討：
1. 持股期間有兩次的賣出時機，一次為廣達法說說明第二季與第三季出貨兩將創新高，一次為NB代工廠。
2. 持有權證在第一次有利多消息時即應賣出。
Source:Mobile01(1) , Mobile01(2)
Well, after the HP 2133 Mini-Note announcement, everyone is looking for information of ACER mini-note. Someone in Mobile01, the Taiwanese geek forum, has leaked informations for this product.
According to his informations in that page, Acer's Mini-Note is called "Aspire One", running Windows XP SP3 on the 8.9 screen with resolution of 1024 X 768 600 and Atheros 802.11b/g. There is one slot of SD/MMC/MS/xD on the right side and one SD slot on the left side, in addition, 2 USB ports on the right and one on the left.
The ODM partner is Quanta, the main notebook ODM partner of HP, DELL and Apple. The source thinks "Aspire One" is better looking than Asus' EEE PC, however, no photo release yet. Click for photos. The photo release looks like that Acer will ship another edition with Linplus.
Specification:
[CPU-Z 1.45] Atom 1.6Ghz Hyperthreading (running at 800 M Hz at lower load)，533Mhz FSB，45nm，SSE3，L1 D-cache 24KB、L1 I-cache 32KB、L2 512KB。945GME +ICH7-M/U chipset，Insyde BIOS，DDR2 512MB 4-4-4-12-16。
[HD Tune Pro 3]Intel Castle Point 4GB SSD
read speed: 32MB/s (average)
access time: 0.7ms
Battery(2200mAh)
Testing:
[RMClock 2.35]
When fully charged, RMClock shows it lasts 3 hrs and 10+ minutes.
After turning the screen to least bright for 20 minutes, the battery last for 2 hours while running Orthos at 1.6GHz Stress CPU and RAM Test (2 Threads).
* 購買理由：
1. 廣達在匯損，勞動法，淡季的情況下仍交出一季1.16的成績單。
2. 預期新聞開始炒作本股。
本權證列為差價組合持股。
*操作策略
1. 觀察德意志，高盛，瑞士信貸，花旗分析師的報告與目標價。
2. 報酬率到50% 賣出部份持股。
* 可能風險：
1. 廣達價格跌落至履約價(46.09)。
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