ACER's Moment

1. 2007年8月27日 宏碁宣布購併 Gateway、Packard Bell、e-Machines。多位分析師降評，認為宏碁可以不用靠併購擴充自己的營運規模。

日期	成交量(含零股)	開盤價	最高價	最低價	收盤價
2007/08/27	5,099 張	65.40	65.50	63.60	63.60
2007/08/28	36,672 張	59.20	60.20	59.20	59.20
2007/08/29	66,900 張	55.20	55.70	55.10	55.10
2007/08/30	59,858 張	57.60	58.40	56.60	57.10
2007/08/31	18,392 張	57.70	58.00	56.40	57.90

2. 2008年3月3日 宏碁宣布購併倚天。期許進入行動手持裝置的市場。

日期	成交量(含零股)	開盤價	最高價	最低價	收盤價
2008/03/03	12,344 張	55.8	56.00	54.10	55.70
2008/03/04	13,137 張	54.50	56.20	54.50	56.00
2008/03/05	14,791 張	54.60	55.60	54.30	55.30
2008/03/06	21,346 張	56.60	57.70	56.60	57.70

以上資料均取自台灣證券交易所以及公開資訊觀測站

2008DEC24 買入 宏碁 41.5

*買進理由：
1. 由於宏碁已經到前波低點價位附近，買回部分持股。

* 操作策略：
1. 本股為核心投資組合。

2008SEP23 賣出 宏碁 59.6

*賣出理由：
1. 由於宏碁高層說明公司展望，股價到達波段高點。

賣出部份持股。


* 操作策略：
1. 本股為核心投資組合，將待有低點再行買入。

2008JUN18 買進倚天 54.58

* 購買理由：
1. 倚天與宏碁間的換股價有價差，倚天股價遭低估。

*操作策略
1. 本股列為核心持股。
2. 當倚天價位有近一步走低時，將再次買入。

In Search for Next Generation MacBook Pro 18

Apple's WWDC 2007 is closed. However, have you ever think about the agenda of Macworld Expo January 2009? I think the recent Acer Blue announcement and news of Economic Daily both have the lead. It's the Next Generation of MacBook Pro 18.

I believe the next generation of Macbook Pro has 18.4 inch display with Full HD and LED top-view back-light with metal cover.

Full-HD , a must have

Let's look at Acer's Blue first. The specification is listed below.

Acer Aspire 8920G
• Intel® Centrino® processor technology
• up to 4GB DDR2 RAM, HDD up to 320GB
• High-brightness 18.4” Full HD (1920 x 1080) display with 16:9 aspect ratio
• Powerful NVIDIA® GeForce® 9650M GS or 9500M GS dedicated graphic chipset
• Integrated Super-Multi drive (DVD+R, DVD-R, DVD-RAM) , 6-in-1 card reader
• Dolby Home Theater® audio with five built-in speakers and one Acer Tuba CineBass sub-woofer
• Integrated Acer Crystal Eye webcam with complete wired and wireless connectivity including Bluetooth® technology

The specification of MacBook Pro 17 is listed below courtesy of Apple. The key feature is mark board.

Display:
• 17-inch (diagonal) antiglare widescreen TFT display supported resolution:1680 by 1050

Graphics:
• NVIDIA GeForce 8600M GT graphics processor with dual-link DVI support and 512MB of GDDR3 memory

Processor and memory:
•2.6GHz Intel Core 2 Duo processor with 6MB on-chip shared L2 cache running 1:1 with processor speed
•2GB (two 1GB SO-DIMMs) of PC2-5300 (667MHz) DDR2 memory

Storage:
•250GB 5400-rpm Serial ATA hard drive;
•8x slot-loading SuperDrive (DVD±R DL/DVD±RW/CD-RW)

You can see the specification of MacBook Pro 17 is far behind the Acer Blue, since the technology lags 18 months. To have the best MacBook in the product line, I think MacBook Pro 17 will evolve to 18 inch display with Full-HD and Blu-ray Dics . This is not the only one technology innovation, but another one will follow.

Green back-light

In January 2007, Steve said the future Apple will be more greener. The market speculated the CCFL that contains mercury will be phased out among Apple's product. However, the CCFL is still the light source of Apple Cinema view and MacBook Pro 17. MacBook Pro 17 is the only NB that uses CCFL back-light solution. I think change must happen to complaint of Jobs' vision.

LED NB is nothing new. MacBook Pro 15 has already adopt this technology in 2007. However, the back-light in MacBook Pro 15 is side-view technology, that is the LEDs are installed on the down side of display panel. With the growth of NB panel size and demand of brightness of display, the brightness and contract ration of display are limited by one-side LED strip. The current state of art says the brighter is the LED, the more heat it emits. The more heat LED emits, the shorter life time it becomes. Researches show that the life time of LED may decline to half of assumed life time.

Hence, how can we have brighter display with LED? The proposed solutions are side-view of both sides of panel or top-view technology. However, the power and thickness nature in NB is limited the adopting of former one. To adopt the both side-view in NB, the thickness of panel will increase and light guide, which distributes the light evenly in back-light module, have to be redesigned. This increase both weight of NB and strength of cover of NB.

Top-view back-light of white LED for NB

On the other hand, the top-view LED back-light is common in slim TFT-LCD TV, such as,
SONY, SHARP, and Hitachi. The LEDs used in the back-light are composed of red, green and blue LEDs to have richer color more than 100% NTSC. The white LED is not used because the phosphor is not so efficient to transfer all the blue or ultraviolate light to full range of light and the color range is not outstanding as R-G-B solution. In addition, the heat emission is another problem. To shrink the top-view back-light from 40 inches to 18 inches, there must be good design to dispatch heat form LEDs to environment. Is metal cover the solution?

Nonetheless, the Chinese newspaper, Economic Daily, sited Biing-Jye Lee, the chairman of Epistar, which is the leading LED chips maker in Taiwan, said that some back-light company is sampling a kind of NB back-light with white LED and top-view technology.

Considering those weaknesses, I wonder who will order this product with such technology advance? Apple or DELL? My reasoning is Apple because of Job's vision and the high-end nature of MacBook pro.

The next generation of Macbook Pro 18 with Full-HD and top-view LED back-light in January 2009? Time will tell.

The Acer Mini-Note -- Aspire One

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).

2008APR02 賣出宏碁 56.95

*賣出理由：
1. 進行波段操作，降低持股成本，儲備現金。

出清持股。

*報酬率
0%。

* 操作策略：
1. 將進行持股轉換，降低平均持股成本。

2008JAN08 買入宏碁 55.1

* 購買理由：
1. 股價進入去年購併案發布後的低點，買入部分持股。

本股列為核心組合持股。

2007OCT25 賣出 宏碁 71.68

*賣出理由：
短線高點，賣出部份持股。

*報酬率
21.76% ( 除權除息後計算)

* 操作策略：
1. 將宏碁列入核心持股，未來有57以下將再適時買入。
2. 下一次加碼點，有重大利空，或除權除息前。

2007JUN23 買入宏碁 64.6

* 購買理由：
1.宏碁為低負債經營。
2.宏碁在股東會上雖然表示Vista替換不樂觀，可是宏碁之供應商(廣達)並不如此表示。
2.1 對價格敏感之大賣場PC/Notebook均已boundle Vista，可見替代已經開始發生。
3.DRAM 價格至低點後勁升，顯示PC需求仍然強勁。
4.宏碁之歐洲主力市場仍在景氣擴張階段，需求強勁。
5.大盤高漲，宏碁股價仍未同步推升，可能有補漲行情。

本股列為差價組合持股。

*操作策略
將參與96年除息。

* 期望報酬率：
30%

* 可能風險：
宏碁之業績不如預期強勁與專利訴訟案失敗導致支出變多影響獲利。