舉債來投資 MEGAN 值得嗎 ? （八）

Mr.Business

这句话真有意思。

When will the stock market crash again?
My usual answer for this question is the stock market will not crash as long as you continue to worry about when it will crash. The market will crash at the time when you least expect it to happen. Investors should remember that the market always performs beyond your expectations.


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What triggers a downfall in the market?
Wednesday April 25, 2007

Ooi Kok Hwa is a licensed investment adviser and managing partner of MRR Consulting and he writes on 'Personal Investing'.

AS a result of China's higher-than-expected economic growth of 11.1% and fear of possible further interest rate hikes in China, regional markets, including Malaysia, fell sharply last Thursday.  

This was the second time after Chinese New Year (CNY) that a drop in Chinese stock prices rattled the markets across Asia.

According to Lee In Ho in his study on Market Crashes and Informational Avalanches, there are four stages in a market crash. They are boom, euphoria, trigger and panic.  

Under the boom stage, the market will normally have a main theme that excites everyone about stocks.  

In Malaysia, several positive measures under the Ninth Ma- laysia Plan got investors excited about the construction and property sectors. At this stage, this is seldom a bubble as companies continue showing good corporate results. A bubble will be created at the euphoria stage. The unjustified extrapolation of future earnings and the revision of higher target prices by research analysts can cause overconfidence in companies’ future performance.  

A bubble will start to take shape when the general public reacts to this overconfidence. An irrational exuberance will occur when market prices and expectations about future values are far beyond the fundamentals of the companies.

However, no one will know when the rise will stop. A market will resume its upward trend until something triggers the downfall.  

Usually, the stock prices get higher and steeper just before the market crash.  

At the trigger stage, private information will reach a threshold that triggers other traders to alter their behaviour. At this critical situation, when almost everyone is at irrational exuberance, any event can trigger the market to tumble.  

In January 1994, our stock market put the blame on former finance minister Tun Daim Zainuddin for saying that he had sold all his shares because prices had reached dangerous levels.

Until now, nobody can really understand the main reason behind the sharp plunge on the Shanghai Index right after the CNY.  

According to some fund managers in China, the selling was mainly due to investors panicking when they noticed that their friends were selling stocks.

A famous researcher in behavioural finance, Robert Shiller, conducted a survey by asking institutional and individual investors what was in their mind during the stock market crash in 1987. One conclusion he drew was that the crash was due to people reacting to each other with heightened attention and emotion.  

Investors seemed to follow what other investors were doing. As a result of action and reaction, a feedback loop was created when everyone had a simultaneous reaction to common stimuli.

A market crash is described as a process that corrects a public belief that is inconsistent with the current distribution of private information. The severity of a crash will depend on whether the market is filled by “new generation” investors or experienced traders.  

“New generation” investors do not know anything about the stock market but are greedy and want to get quick money from it. A market will not crash if it has experienced traders who know how to control risk and when to cut losses.  

However, if a market is filled by “new generation” investors with no holding power and do not know when is the right time to sell a stock, any sharp drop in prices could result in panic selling. At this panic stage, the fear of further drops could cause big fall in prices.

When will the stock market crash again?

My usual answer for this question is the stock market will not crash as long as you continue to worry about when it will crash. The market will crash at the time when you least expect it to happen. Investors should remember that the market always performs beyond your expectations.  

We should not be too worried about when the market will crash. Instead, we should consistently review our portfolio and sell those stocks whose prices have gone beyond their intrinsic value.  

http://biz.thestar.com.my/news/story.asp?file=/2007/4/25/business/17538008&sec=business

[ 本帖最后由 Mr.Business 于 25-4-2007 06:05 PM 编辑 ]

弹煮

topglove就在我公司10公里内。
它的厂不大，但是很多，好像整条街都是它的厂。

magnumao

有人看到的是机会,有人看到的是风险....

dark5515

原帖由 magnumao 于 25-4-2007 06:26 PM 发表
有人看到的是机会,有人看到的是风险....

所以，越多人看到是风险的，我通常都会把它看成是机会！反其道而行！

klse.8k

原帖由 yusiang 于 25-4-2007 12:54 PM 发表
有空可以看看这个..不过看了别骂我。
http://whereiszemoola.blogspot.com/2007/04/re-megan-again.html

这个人是悲观的投资者，被他看坏的股票太多了，见怪不怪。

Fred J, Young曾经说过：
If you are not a chronic optimist, you will not have the courage to buy when stocks are at the bottom.
从这句话我领悟到一个道理：成功的股票投资者，需要具备乐观的性格。

但是，这个人却能够凭据悲观的性格而成功，真的不简单。

web

你又怎么知道他 (moola) 成功了？

其实看他的 blog 有一个好处－－他有 follow-up，可以 retrospectively 学习如何避免投资错误。
我有看的喔！

Mr.Business

1. 三星拟推蓝光/HDDVD双模DVD 消除格式之争
2007年4月16日 13点51分   来源：CNET科技资讯网

　　目前，消费电子及电脑公司在下一代DVD格式上分为了两派，一派是以索尼为首的蓝光阵营，其成员有松下，夏普以及戴尔。另外一派是HDDVD阵营，成员主要有东芝，微软，英特尔等等。　　

　　4月16日国际报道：三星是蓝光DVD格式的主要支持者，上周五，三星表示，计划在今年内推出一种能够同时播放蓝光盘以及HDDVD光盘的DVD播放器。

　　三星发言人KwakBumjoon在首尔表示，希望这款代号BD-UP5000的播放器能够在2007年年底之前在美国上市。他说，此款产品将随后在欧洲上市，但具体日期尚无法公布。

　　三星是第二家生产双模DVD播放器的公司，此前，LG电子也宣布在今年年初，在美国市场推出双模DVD播放器。

　　目前，消费电子及电脑公司在下一代DVD格式上分为了两派，一派是以索尼为首的蓝光阵营，其成员有松下，夏普以及戴尔。另外一派是HDDVD阵营，成员主要有东芝，微软，英特尔等等。

　　厂商打仗，用户遭殃。用户搞不清楚应该选购哪种DVD播放器。 这两种格式的播放器去年均已上市，但销量非常糟糕。

http://tech.zgjrw.com/News/2007416/Tech/845854475300.html

2. 复合更有前途 三星今夏正式上市双格式高清蝶机
更新时间：2007-4-17 0:13:40  作者：飘飘

索尼的蓝光和东芝的HDDVD高清蝶机技术争夺市场难分高下，从而使得部分厂商转向两种技术都支持的市场策略，继续年初LG电子在CES消费电子展上推出支持蓝光DVD与HD-DVD双规格的播放机BH100后，近日三星电子将会在今年夏天正式推出支持蓝光DVD与HD-DVD双规格的播放机，其功能将比LGBH100功能更强大。其实，早在两年前三星电子就已经表示过，将会推出机型为BD-UP5000的高清播放机产品，而不需要用户关注所播放碟片内容究竟为何种介质。

    三星电子数码AV分部执行副总裁Dongsoo Jun表示，三星电子对于推出该类复合播放功能的高清设备充满信心，当前消费用户已经非常热衷于高清电影内容，但是格式不同确实令人感觉厌烦，三星的复合高清播放机则可以帮助用户解除这个烦恼。
    三星计划推出的BD-UP5000的高清播放机可以全面支持包括蓝光和HDDVD视频格式以及相关的交互技术，包括HDi，BD-java,而这些技术特征则是当前LG已经出货的双格式高清播放机所缺乏的功能模块，不过三星电子对于其他特征功能则保持沉默态度，并不愿意透露更多相关消息。

http://www.pjtime.com/2007/4/19985514.shtml


3. 三星弃单一蓝光 重回双标准格式之间
文章出处：eNet硅谷动力      2007-04-17 16:46

刚刚于去年在市场上推出一款蓝光DVD播放器的三星电子公司日前表示，三星未来还将支持蓝光格式的竞争对手——HD DVD格式产品。
    三星未来还将支持蓝光格式的竞争对手——HD DVD格式产品
    当前市场上，蓝光格式产品的销量要超出HD DVD格式产品。HDDVD格式得到了三大影音公司寰宇影视、华纳兄弟以及派拉蒙公司的支持，但华纳兄弟及派拉蒙同时在支持着蓝光格式，而20世纪福克斯电影、沃尔特·迪斯尼电影、索尼影音等势力雄厚的娱乐公司却是蓝光格式忠实信仰者。
    消费电子市场上，蓝光格式也占据了领先地位，三星、索尼、飞利浦以及松下等公司都推出了蓝光格式的机顶盒播放产品，HD DVD方面，唯独东芝推出了HD DVD格式的播放器。索尼的PlayStation3内置了蓝光格式播放器，所幸的是微软 Xbox 360上也附带了光驱设备，而且支持的是HD DVD格式。
    三星电子公司数字AV分部的副总裁Dongsoo Jun表示，“三星公司将根据市场消费需求，适时推出一款单一支持HD DVD格式的播放器产品”
    “我们所关注的不是技术本身，而是消费者的选择。就当前而言，消费者非常盼望HD格式的节目，但市场上偏偏大量充斥了与之相悖的格式内容。” Jun称。　　
    环球家庭娱乐公司(Universal Studios Home Entertainment)公司总裁CraigKornblau对于三星公司拟推出HD DVD产品计划非常兴奋，他称，“作为长期支持蓝光格式产品倡导者，三星公司也开始逐渐承认HDDVD格式的巨大市场潜力”。

http://news.xyef.com/042007/17/816058.html


                                                 







[ 本帖最后由 Mr.Business 于 25-4-2007 08:16 PM 编辑 ]

magnumao

我也很想知道他有多成功.

以前他有个DELPHI FORUM(已经收档了),曾在那里和他打过交道.那时还年轻,所以就对他很崇拜.

四伯爽

Wal-Mart Names HD DVD the Winner

There is one retailer that has the power to call the winner of the protracted Blu-Ray vs. HD DVD fight and that vendor is Wal-Mart. Over the weekend they apparently leaked plans to bring in a massive number of low cost (possibly sub $200) HD DVD players for Christmas.
The manufacturing side of this has apparently been in the works for a few years but this is the first time we have had projected prices for the result.

Why Wal-Mart, Why Now?

Wal-Mart uses DVDs to build store traffic. They tend to subsidize the price for the movies they feature to get folks into the stores and once there, these folks tend to buy other things. DVDs have been so effective for the company they threw their body at movie downloadsinitially and delayed the related services by several years. However,they have now realized that this kind of thing is coming regardless and have brought out their own movie download service to compete. But that doesn’t address the store traffic benefit that will be evaporating as people move away from DVDs for standard definition downloadable movies.
Wal-Mart sees the new high definition formats as a way to bring in store traffic again but they realized that won’t happen unless the players are affordable and there is only one standard. They recognized their own power in being king maker previously and are now using that power to drive the format that works best for them. They could care less about the technology as this is all about making money and they (like every other retailer in this space) know that two formats won’t allow the market to move outside of the fringes and the dual-mode players are simply way too expensive.

So they need one standard and a lot of players in market before theirDVD customers wander off to download land and stops coming to Wal-Mart for movies.

Why HD-DVD and not Blu-Ray?

For Wal-Mart the only real metric is cost. Wal-mart doesn’t really make money off of the movies and do not sell high-end home theater equipment. They are known for aggressive prices and, as mentioned above, they subsidize their DVD sales. They needed something that could sell for under $200 soon and they needed the lowest cost of the new formats. This is where HD DVD shines, not only had Toshiba agreed to license to low cost manufacturers early on, but HD DVDs are pressed on the same lines that regular DVDs are, they require no major equipment change out and the blanks, when compared to Blu-Ray are less expensive as well.

This made the decision simple, Blu-Ray was just too expensive to make this work and any technical advantages were insignificant against Wal-Mart’s need for the lowest cost offering. For them it is about price and that is where HD DVD clearly has the sustainable advantage.

What does this Mean?

It means that any studio wanting Wal-Mart’s supportafter year end had better be selling HD DVD movies. Wal-Mart won’t be promoting Blu-Ray and, after year end, will increasingly focus their marketing on getting people to buy into HD DVD players and the related HD DVD movie from them.

In short, the Blu-Ray aligned studios will now have to either support both formats or risk losing much of Wal-Mart's business and given how material this business is to them, you have to think that an anti-Wall-Mart decision would have a material impact on their bonuses and career longevity. It certainly puts Columbia Pictures,which is owned by Sony, in a particularly uncomfortable position.

So, if this move by Wal-Mart is true, and it appears to be (but we won’t know for sure for a few months yet), the format war is likely over and Wal-Mart has declared the winner.

[ 本帖最后由 四伯爽 于 26-4-2007 06:33 PM 编辑 ]

四伯爽

以WAL-MART的规模,如果选择HD DVD的话,肯定会有一定的影响吧

Mr.Business

四伯爽兄，
写一下资料来源嘛。不过我相信你是从这里看到的:
http://news.digitaltrends.com/talkback184.html

可是如果我们仔细研究一下，这好像纯粹是那作者的预测，不是Wal-Mart亲口说的。

大家可以去上面的网址看看一些网友对那篇文章的comments。或者去google "Wal-Mart Names HD DVD the Winner"，会比较清楚。

PS: 挺有用的文章：Blu-ray replication vs HD DVD replication costs revealed

http://wesleytech.com/blu-ray-vs-hd-dvd-replication-costs-revealed/111/

[ 本帖最后由 Mr.Business 于 26-4-2007 06:51 PM 编辑 ]

Mr.Business

Wal-Mart Enters HD Packaged Media in Earnest
Author: ERIK GRUENWEDEL

Posted: April 20, 2007

Retail behemoth Wal-Mart, heretofore a spectator regarding HD DVD and Blu-ray Disc, is quietly ramping up efforts to overcome its late arrival to the next-generation optical media party.

Bentonville, Ark.-based Wal-Mart is selling the recently reduced $399 Toshiba HD-D1 player ($348 online) and Blu-ray RCA HD V5000 ($450) and Philips BDP900 ($898) in about 750 stores, with movies in both formats available in additional stores, according to a company spokesperson.

Melissa O’Brien, senior manager of corporate communications for merchandise, said the chain will carry Sony’s new Blu-ray player when it is released. Wal-Mart also stocks Sony’s PlayStation 3 game console, which includes a Blu-ray drive.

Wal-Mart’s beachhead in high-def packaged media could evolve into something more significant following a report the retailer had ordered 2 million Chinese-made HD DVD players for $100 million.

AVS Forum reported that upstart Taiwanese consumer electronics manufacturer Fuh Yuan had partnered with TDK in China to manufacture the projected $299 players.

Spokesperson O’Brien wouldn't comment on the HD DVD player order but said Wal-Mart is in the process of revamping its electronics department to entice both tech savvy early adopters as well as general consumers with improved products at discounted prices.

“[Most] of the shoppers asking about and purchasing either Blu-ray or HD DVD are already pretty savvy technically about both — they are the kind of consumer that absolutely wants the very best and latest in quality that's available,” said O’Brien via e-mail. “It's not quite yet a product the average shopper is attune too, but we anticipate that will change very soon as prices continue to come down.”

http://www.homemediaretailing.co ... fm?article_id=10557

Mr.Business

The Wal-Mart $299 HD DVD player on the way

Posted Apr 20th 2007 6:52AM by Thomas Ricker
Filed under: Industry, HD DVD, Players, Others
Get ready to get your cheap HD on kids. Wal-Mart just threw down some serious green for a batch of Chinese-made HD DVD players. Just as they brought DVD players down to near-disposable status, their deal for 2 million HD DVD players produced by China's Great Wall corporation will ultimately do the same for hi-def optical. The guts are developed by Taiwan's Fuh Yuan with a touch of help from Japan's TDK. How much? A magical $299, that's how much -- $100 less than the cheapest available HD DVD rig (Toshiba's A2) and half of Sony's $600 BDP-S300 Blu-ray Disc player. It's not clear when we'll see the first units on Wal-Mart shelves, only that the final shipment from the order is expected before 2008 is over.

Update: Pull back the reigns HD DVD fanboys, Akihabara now says that they've made a "huge mistake" with their translation: the original source called it "藍光HD DVD and 藍光means Blu-RAY." In other words, Blu-ray HD DVD. Huh? Word to the wise: since both formats use blue lasers, it's best to wait for an English press release before either camp celebrates.

http://www.engadgethd.com/2007/04/20/the-wal-mart-299-hd-dvd-player-on-the-way/


福彥 獲沃爾瑪大單

【經濟日報／記者宋健生／台中報導】 2007.04.16 02:13 am

福彥總經理鄧鴻吉展示藍光HD-DVD機芯，零售業巨擘沃爾瑪下單採購200萬台藍光HD-DVD播放機，總金額高達3億美元。                                       記者宋健生／攝影 福彥電子位於中部科學園區的研發營運總部昨（15）日落成啟用，總經理鄧鴻吉宣布，福彥已接獲零售業巨擘沃爾瑪（Wal-Mart）採購200萬台藍光HD-DVD播放機訂單，總金額達3億美元，明年底前將全數交貨。 鄧鴻吉表示，福彥已和大陸中國長城集團合作藍光HD-DVD播放機，將採福彥接單、中國長城代工生產模式。中國長城已決定投資福彥5,000萬元入股，福彥資本額由4億元增至4.5億元，並訂7月中公開發行，明年第二季股票上櫃。 另外，福彥也和B&Q特力屋旗下的子公司「U2ID」合作，將共同成立一家新公司，生產銷售由福彥研發的e-Home家庭電器控制系統，其中搖控的燈控系統，預定6月在福彥中科新廠投產。福彥去年營收約2億餘元，拜沃爾瑪大舉下單採購藍光HD-DVD播放機之賜，明年營收可望大增。 昨天福彥研發營運總部啟用儀式，由監察院長錢復、中科管理局副局長陳銘煌等人主持，產官學界近200人到場祝賀。這座營運中心投資7,000餘萬元，主要作為福彥的研發營運總部與產品試量產基地，這也是中科園區第29家完工營運的廠商。 福彥今年創立滿16年，當初是由前福華飯店集團總裁廖東漢資助成立，目前持股約占2%。福彥以研發生產衛星汽車防盜系統起家，近幾年產品線陸續延伸到指紋生物科技、數位家庭、家庭防盜器等產品，其中又以藍光HD-DVD機芯最受市場矚目。 這款福彥與日本TDK合作研發的藍光HD-DVD機芯，標榜可以讓影像更逼真，畫面更絢麗。鄧鴻吉說，目前這種類型的機芯，飛利浦每台售價要599美元，新力及東芝也要499美元，福彥只要299美元，是市場競爭利基所在。 鄧鴻吉強調，藍光HD-DVD與現行市售的DVD光碟相容性很高，且不需光碟卡匣，大幅降低廠商從現有DVD過渡至HD-DVD所需的成本，未來市場潛力十足。                                         【2007/04/16 經濟日報】

http://www.udn.com/2007/4/16/NEWS/STOCK/STO5/3804769.shtml

台灣電子科技產業再度向世界扣關！福彥電子公司中科廠完工啟用的同時，也對外發表由國人研發製造的「藍光ＨＤＤＶＤ」機芯正式誕生。該公司董事長鄧鴻吉表示，高解析度的「藍光ＨＤＤＶＤ」機芯研發成功後，今年度立即接獲美國WALMART二百萬台訂單，預料到明年底的總產值可以到達台幣一百零一億。

福彥電子公司中科廠在歷經一年的籌建，昨天上午舉行完工啟用儀式，前監察院長錢復夫婦等黨政要員均出席了這項盛會。董事長鄧鴻吉在新廠啟用典禮中，也對外發表新的產品「藍光ＨＤ ＤＶＤ」機芯，而這也是由國人自行研發的第一台高解析度的藍光ＨＤ ＤＶＤ。

鄧鴻吉釋出利多消息指出，目前這台藍光ＨＤＤＶＤ機芯將與日本ＴＤＫ合作，由大陸長城負責生產，因此在產品誕生後立即獲得美國WALMART二百萬台訂單，預料到今年年底，產值可以達到一億元美金，如果再加上明年預估值，產值則上看三億元美金，相當於台幣一百零一億元。也因此福彥股票將在今年七月十二日發行，明年三月份上櫃。
　
鄧鴻吉也提到、藍光ＨＤＤＶＤ機芯為高容量、高畫質、高解析的新視野，可以讓影像更為逼真、畫面更絢麗。其優勢是更容易與現行ＤＶＤ光碟保持相容性，且可繼續使用現有ＤＶＤ光碟的生產設備，便於擴大光碟和物鏡的距離，不需要光碟卡匣等，大幅降低從現有ＤＶＤ過渡至ＨＤ ＤＶＤ所需的成本，使得碟片生產廠商由ＤＶＤ轉換至ＨＤＤＶＤ時所需的成本能夠降到最低。此外，ＨＤ ＤＶＤ碟片記錄容量雖較小，但防刮、防污能力好，不需卡匣，因此生產製程較容易且成本較低。

http://www.ettoday.com/2007/04/16/320-2082635.htm
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

[ 本帖最后由 Mr.Business 于 26-4-2007 07:11 PM 编辑 ]

四伯爽

原帖由 Mr.Business 于 26-4-2007 06:48 PM 发表
四伯爽兄，
写一下资料来源嘛。不过我相信你是从这里看到的:
http://news.digitaltrends.com/talkback184.html

可是如果我们仔细研究一下，这好像纯粹是那作者的预测，不是Wal-Mart亲口说的。

大家可以 ...

对不起 对不起
我是在 http://digg.com/ 上面看到的

四伯爽

哗 看来WALMART真的朝HD-DVD走了
希望它的spill-over effect会对光碟业有正面的影响

我会不会太乐观了呵

wtk75

可以预见的是未来生产DVD机种的厂家都会支援蓝光和HD-DVD。
就好像我们电脑的CDR烧录机，可以支援CDR+和CDR-。

一般家庭的用户的电视尺寸应该是介于27至寸至52寸，以该尺寸的电视和画面来说，
并不需要使用蓝光庞大的储存量才能达到高清的标准，HD-DVD就绰绰有余了。

蓝光的主要推动力是PS3的销售，鉴于这个电玩机器只支持蓝光，
所以，可以根据PS3的销售量来推测蓝光DVD的销售产量。

总的来说：
1。对生产DVD播放机的厂家都会推出支援HD-DVD和蓝光的机种，也就是所谓的双芯机种。

2。对生产DVD的厂家来说，生产HD-DVD的需要的投资是较少的资金，
   因为可以从目前DVD的生产机器来提升，也比较容易。
   而要生产蓝光,厂家必须投入更大的资金，购买新机器来生产，
   因为蓝光是技术提升，而不是格式提升而已。

3。对消费者来说，便宜的，但是可以放映出高清晰度电视画面就是更好的，
   那HD-DVD在价格方面就比蓝光更胜一筹。

那么对megan来说呢？
我相信：
1。megan需要时间来生产蓝光，因为megan没有技术。
  蓝光生产技术比HD-DVD的技术复杂太多，
  megan在生产流程和蓝光产品素质控制方面能够控制得妥当吗？

2。蓝光的利润虽高，不过市场需求太小，所以限制了收入效益。

3。蓝光和HD-DVD的市场争夺战，因为价格的关系，最后胜出的是HD-DVD可能性比较大。

由此可见，megan小股东刻骨铭心的机会也越来越大了。

北风沙

wtk兄，你指的HD-DVD是哪类型的？

如果是东芝的。。
1.HD-DVD也是属于蓝光技术，跟Bluray同等级，不然的话老早没得打了。
2.既然是同等级，目前DVD生产线也不能升级去生产HD-DVD.如果能的话megan不需要举债购入7条HD-DVD和6条Bluray生产线。

Bluray目前领先HD-DVD,该归功于PS3.
他们用PS3打市场的策略很好，宁愿PS3亏本也要打赢这场仗，因为他们过后从PS3的游戏光碟和整个蓝光市场得到的绝对值得。

反观HD-DVD,微软的Xbox360只是加插式的HD-DVD播放器，他们也不排除如果bluray取得胜利将会推出加插式的bluray播放器。这种见一步走一步的态度跟Sony的破釜沉舟比起来，逊色得多。

我认为要结束这场战役，只要任何一方的大将军跳槽就行了。如果微软转而支持bluray，那东芝取胜的机会微乎其微。不过对于我们这些megan的小股东来讲，最好的结果当然是双方都能生存，因为megan已经平均押注在它们身上了。

所以希望落在Samsung打算推出的兼容式播放器，之前LG已经推出了，不过因价格太高而不受落。因此，只要有厂商有技术能推出价格大众化的兼容式播放器，蓝光之战再打多5-10年都有可能。

[ 本帖最后由 北风沙 于 27-4-2007 01:13 AM 编辑 ]

latfa

Blu-ray Reaches 1 Million Milestone




Blu-ray Disc (BD) has become the first high definition format to sell more than one million discs, and the format accounted for 70% of high-definition movies sold during the first quarter of this year, according to sales figures from Home Media Research (HMR).

Blu-ray’s sales lead has increased each month since the first of the year and nearly three out of every four high-definition movies sold in March were on Blu-ray Disc, according to the HMR sales figures.

Blu-ray Disc titles accounted for eight of the top ten selling high definition titles in the first quarter of this year and since the introduction of both high definition formats, seven of the top ten selling high definition movies are on Blu-ray Disc, according to the Blu-ray Disc Association (BDA).

According to U-Tech, Taiwan's largest maker of pre-recorded discs, the top eight Hollywood studios and some independent movie producers currently have only a few OEM makers, such as Austria-based Sony Digital Audio Disc Corporation (DADC) and Japan-based Memory-Tech, producing their blue-laser movie discs and are not expected to release OEM orders to new makers for the time being.

Sony DADC has three production lines with a monthly capacity of 750,000 pre-recorded Blu-ray discs while Memory-Tech has invested in Shanghai United Optical Disc for the production of HD DVD discs, industry sources in Taiwan pointed out.

Story source: digitimes.com.

北风沙

在这里贴中文好一点

蓝光DVD-爱问新闻搜索
-蓝光DVD销量破百万 占高清总量70%
-沃尔玛购两百万台中国HD-DVD 将以299美元低价出售

[ 本帖最后由 北风沙 于 27-4-2007 01:48 AM 编辑 ]

Sandakan

7101    MEGAN    MEGAN MEDIA HOLDINGS BHD

Changes in Director's Interest (S135)

Particulars of Director 37 Name : DATO' DR MOHD ADAM BIN CHE HARUN NRIC/Passport No./Company No. : Nationality/Country of Incorporation : Address: CENDERAWASIH, LOT 995, AIR DINGIN, 16200 TUMPAT, KELANTAN DARUL NAIM Descriptions (Class and Nominal Value): ORDINARY SHARES OF RM1.00 EACH Name and Address of Registered Holder: Details of Changes Date of Notice : 26/04/2007 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 20/04/2007 Disposed 150,000 -[/td] 2. 23/04/2007 Disposed 187,500 -[/td] 3. 24/04/2007 Disposed 224,000 -[/td] 4. 25/04/2007 Disposed 180,000 -[/td] Circumstances by reason of which change has occurred: DISPOSED VIA OPEN MARKET Nature of Interest: BENEFICIAL INTEREST Consideration: No of Shares Held After Changes: Direct : 6,017,806 shares (2.9600%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 6,017,806 shares Remarks: N/A Submitted By: WONG AI LENG

27/04/2007   05:54 PM