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第 41 楼 / election
- 时间: 2011-8-15 06:4308-15-2011
goog 开553.43
Aapl 开379.63
金价：1739.84略跌
油价：86.29 略升
道指：开盘回调升，113908 空SDS
World markets start week firmly amid hopes that recent volatility has run its course for now
以下是上周回顾
World stocks started the week solidly amid hopes that the recent sharp volatility in the markets may have run its course following a run of stronger than anticipated economic data.
Though concerns remain over the state of the global economy and Europe's debt crisis, many investors think the recent sell-off has been overdone and are snapping up potential bargains.
That mood for has been helped by last Friday's better than expected U.S. retail sales figures for July and news earlier that Japan contracted by an annualized rate of 1.3 per cent in the second quarter of the year after the impact of a devastating earthquake and tsunami. The consensus in the markets was that Japan 's economy would have shrunk by at least double that rate.
"A calmer tone has settled over the markets after last week's turmoil," said Jane Foley, an analyst at Rabobank International.
In Europe, London's FTSE 100 was up 0.7 per cent at 5,356, while Germany's DAX rose 1.5 per cent to 6,084. The CAC-40 in France was 0.9 per cent higher at 3,242.
Wall Street was poised for further gains — Dow futures were up 0.5 per cent at 11,304 while the broader Standard & Poor's 500 futures rose 0.6 per cent to 1,183. -
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- 时间: 2011-8-16 06:4408-16-2011
goog 开552.43
Aapl 开381.52
金价：1775.37升 新高
油价：
道指：开盘回调升，11368.70 多SDS
嘉汉林业周一公布次季业绩时透露，受惠于会计改变，季内录得盈利4.471亿元，折合每股盈利1.64元，全季收入为3.174亿元。1年前同期，该公司盈利1.99亿元，相等于每股盈利77仙，季内收入则为2.986亿元。
剔除涉及会计改变的收益增长，嘉汉林业次季实际亏损980万元，差于去年同期获利6,080万元，那主要由于毛利率降低以及销售及行政开支上升所致。
嘉汉林业指出，通胀率上升及房地产投机活动促使中国境内利率上升，以及借贷受到抑制。陈德源表示：“那导致木材价格回落，尤其在建筑方面及夹板製造。”
浑水继续大力批评
浑水研究的研究总监布洛克(Carson Block)周一继续大力批评嘉汉林业。布洛克在电子邮件中表示：「我们认为当中大部分收入仍然属于虚构。」他续称：「问题是，基于独立委员会已提交首份中期报告予董事局，但嘉汉林业仍决定不就业绩公布举行电话会议。」
自从浑水研究6月初提出相关指控后，嘉汉林业股价从指控前的逾14元辗转跌至1.29元。但过去数周，随著一些投资者认为嘉汉林业最终将可证明本身清白，该公司股价已收复部分失地。
Thomson Reuters编列的数据显示，截至8月4日止，纽西兰亿万富豪钱德勒(Richard Chandler)持有嘉汉林业18%股权。
在多伦多证交所上市的中国林木公司嘉汉林业(Sino-Forest Corp.，TSX代号：TRE)周一表示，由多名独立董事组成的委员会，需要较原先预期更长时间就该公司被指涉嫌欺诈一事进行相关调查。
该个独立委员会本月较早时候曾向嘉汉林业董事局提交首份中期报告，委员会当时表示，预期可在未来6至8周内提交第二份中期报告。根据目前估计，最初预期需时2至3个月的整项检讨须候至今年底才告完成。
自从浑水研究(Muddy Waters Research)今年6月初质疑嘉汉林业的财务报告及营运以及指控该公司夸大销售及旗下资产后，嘉汉林业委出独立董事局委员会就指控展开相关调查。公司早前已否认各项指控。
news.singtao.ca/vancou...65622.html -
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- 时间: 2011-8-16 20:28Google Inc. signalled plans for a bold expansion Monday with the purchase of cellphone maker Motorola Mobility Holdings Inc., for a whopping US$12.5 billion in cash.
Motorola Mobility, which represents the electronics patents portion of the company, was spun off from the rest of the company in January.
Since then the stocks have suffered, and Google stepped in while the price was low, paying $40 per share -- a 63 per cent premium on Friday's closing price.
"The assets that Google is buying have been under selling pressure in the marketplace since Motorola Mobility was spun off," said BNN's Michael Kane.
"Its shares have been declining so Google is stepping right in there before any one else does and snapping up some very, very important and valuable electronics patents."
Google, the California-based search engine giant, and Motorola, the Chicago based smartphone maker, said Monday that the massive deal had been approved by both companies' boards.
Carmi Levy, a technology analyst, told CTV News Channel on Monday night that this is the biggest tech deal of the year.
"It's significant, it ups the ante," Levy said. "It sends a message to the market that Google's not going to sit down and let anyone steal its thunder."
Mark Blevis, a digital public affairs strategist, said this move changes the technology landscape.
"They're really getting into the smartphone game," Blevis told CTV News Channel on Monday afternoon.
"They're expanding, they have greater technology manufacturing behind them and they'll become a closer competitor to Apple."
Motorola, an early pioneer in the cellphone industry, has recently reinvented itself as a manufacturer of smartphones based on Google's Android platform.
"Motorola Mobility's total commitment to Android has created a natural fit for our two companies," said Google CEO Larry Page in a release from Google headquarters in Mountain View, Calif.
"Together, we will create amazing user experiences that supercharge the entire Android ecosystem for the benefit of consumers, partners and developers."
With Apple dominating the smartphone market, competitors are attempting to find ways to remain competitive against the iPhone manufacturer.
Blevis said that Google needed to catch up to Apple.
"Google really was lagging behind and they lost out on the Nortel patents," he said.
Google recently lost out to Microsoft Corp., Apple and RIM for patents from Novell Inc., a maker of computer-networking software and Nortel Networks, a bankrupt Canadian telecom gear maker.
Motorola has more than 17,000 patents on phone technology, three times more patents than Nortel did.
"They're shoring up their patent docket so they solidify their role within the mobile space," Blevis said of Google.
Elizabeth Woyke, from Forbes Magazine told CTV News Channel on Monday afternoon that the treasure trove of patents will be very useful for Google and its Android partners.
Consolidation moves such as the Google-Motorola purchase could be a harbinger of things to come, meaning Ontario's Research in Motion could also become a takeover target.
RIM has also seen its share value plummet in recent months and the company could be viewed as a good buy for potential consolidation.
"I think RIM, at this point with its position, is probably one that people are eyeballing as the next company to take over," Blevis said.
Monday's transaction is subject to regulatory and closing conditions and is expected to close by the end of 2011 or early 2012.
Google also added 60 per cent more employees with the consolidation, Woyke said.
Google's previous biggest deal was the 2008 purchase of DoubleClick for US$3.2 billion.
Kane said the $12.5-billion price tag for Monday's deal makes it the largest transaction in the tech sector in close to a decade
www.ctvbc.ctv.ca/servl...lumbiaHome -
- 时间: 2011-8-17 06:43
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- 时间: 2011-8-18 06:5408-18-2011
goog 开523.47
Aapl 开370.84
Sds开25.15
HOU.TO 5.12(oil) 跌
hbd.to 3.12 (gold) 跌
HXD.to 10.14 下
DXD 20.26
MSFT 24.61
KO 68.79
TUDO 跌破发行13.4%
INTC, WMT, VZ, MCD
奇虎360、航美传媒、酷6传媒、九城等四只股票涨;
新浪、亚信、金融界、蓝汛通信、当当等5只股票跌幅在5%至7%之间；学大教育跌幅为8.38%。
金价：1818.74升 高 36点
油价：
道指：开盘长阴跌，11125 多SDS
欧洲主权债务危机迟迟未能解决、欧洲股市再度暴跌；美国上周首次申请失业救济人数增幅超出预期，均令市场承压 -
- 时间: 2011-8-19 07:33
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- 时间: 2011-8-19 16:30纽约时报
A Patent Fever Over Smartphones
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Beawiharta/Reuters
Samsung has to pay Microsoft for each device using Google’s Android software.
A battle has recalibrated the market for smartphone DNA. With Apple, Google and Microsoft jostling for control of the mobile market, each needs or desires more and better patents for supremacy. Without them, their devices are vulnerable to shakedowns for royalties or, worse, demands to stop using the innovations. This has led to a mad dash to acquire such portfolios for use as both a saber and a shield.
The auction of some 6,000 patents from the bankrupt Nortel in late June lighted the fuse. Google’s stalking-horse bid set a floor price of $900 million. When the gavel came down, a group including Apple and Microsoft, as well as Ericsson, Research in Motion and others, walked off with the portfolio for an unexpected $4.5 billion.
Since then, InterDigital, an owner of wireless intellectual property, put itself up for sale. Carl Icahn, the 75-year-old billionaire, has pressured Motorola Mobility to sell its patent portfolio. And Google recently bought over 1,000 patents from I.B.M. covering multiple areas of technology to bolster its relatively weak war chest.
The valuation calculus has quickly changed. Such patents, which cover everything from app icons to address books, could very well dictate the future of the rapidly growing smartphone market. Though once appraised almost exclusively based on their royalty streams, mobile-related patents now command healthy strategic premiums.
Qualcomm, the maker of wireless chips, illustrates this. The company owns an important collection of patents for next-generation 4G handsets. But with a $95 billion market capitalization, a takeover looks unlikely. Its value — and therefore presumably that of its patent portfolio, too — has hardly budged since the Nortel auction. Yet InterDigital’s has soared more than 60 percent and Motorola Mobility’s rose more than 20 percent on Icahn’s demand, before falling back somewhat.
Potential buyers secure two major benefits from adding patents. First, the new owner pays fewer royalties and can protect itself against lawsuits. More important, tolls can be levied on rivals.
Microsoft is asking Samsung to pay as much as $15 for each device using Google’s Android software because of accusations of infringement. With so many millions of phones being manufactured monthly, the cash can add up.
The fees can also reduce a phone’s consumer appeal. An iPhone, say, might wind up costing less than a rival device or have more features because of fewer patent considerations. More significant, in lieu of earning a small patent royalty fee from a customer buying a rival phone, Apple could instead perhaps pocket 10 times as much profit upfront from an iPhone sale, and earn potentially much more from advertising, music, app and other sales.
The winner-take-all nature of technology also plays a part. If control of intellectual property can nudge customers toward a particular smartphone, it might establish the shape of the market for a decade. That could be worth hundreds of billions of dollars. Just look at what the introduction of the iPhone did to Apple’s market capitalization.
That explains why Google might dig deep to acquire InterDigital’s or Motorola’s intellectual property, and why Microsoft and Apple could pay to keep it out of the hands of rivals. The three tech giants combined have more than $160 billion of cash on their balance sheets.
It’s no wonder Mr. Icahn has pushed Motorola to sell its portfolio and InterDigital is shopping itself. Motorola has more than 17,000 patents, mostly in wireless. InterDigital, meanwhile, has 50 percent more patents than Nortel did, yet its market value is less than $3 billion when adjusted for its cash.
Even with the renewed fever for patents, there may yet be roadblocks to acquisitions. Motorola is an operating company. Selling its portfolio could leave its handset operations without protection against lawsuits from rivals. Structuring a deal could prove exceedingly knotty.
As for InterDigital, and other similar patent holders, it’s a question of whether the inventions are sufficiently important. Can they, for example, be used to block Nortel’s?
Assessments vary. After all, analyzing thousands of patents is a complex undertaking and the future of smartphones is still rapidly evolving.
Either way, the final answers will almost certainly come from the executive suites of Google, Microsoft and Apple. Where they go, the future value of patents will follow. ROBERT CYRAN
www.nytimes.com/2011/0....html?_r=2
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www.wenxuecity.com/new...49431.html -
- 时间: 2011-8-19 16:39事件来龙去脉回放：
8月1日
Google、Apple继续争夺手机专利，下一战锁定InterDigital
智慧型手机专利战争越演越烈，除了在法庭上互控侵权之外，法庭之外的专利收购大战更是精彩。Google日前欲收购北电（Nortel Networks）6千项专利，败给苹果为首的竞标团队，于是Google转向和IBM买下超过千项的专利，最新表态考虑收购无线技术开发商InterDigital的专利。
相较于北电的专利组合中，仅2～4%和4G无线技术相关，InterDigital则是拥有更多4G无线技术专利，其中许多专利并未对外授权，若是真能标售入袋，可以说是实力大增。现在传出苹果也考虑要加入InterDigital的专利收购大战，不过自从InterDigital相关专利可能出售的消息一传出，其股价就不断攀升，最后收购价可能会超过50亿美元，将会是十年来无线设备产业规模最大的收购交易。
目前各大手机厂商所出产的智慧型手机中，约有四成会使用到InterDigital的相关专利，根据彭博社报导，InterDigital去年94%营收来自专利授权，可见其专利价值；券商Jefferies Group分析师Peter Misek指出，若是苹果能够成功买下InterDigital的专利，每支手机成本将可省下3～10美元，甚至可藉由专利授权费用，拉高Android手机的製造成本，争取iPhone的市场价格优势；因此对Google来说，这又将是一场不能输的专利战役，这次可不能再用圆周率这类的创意竞标数字迎战苹果大军了。
7月4日
北电（Nortel Networks）4月初宣布要拍卖仅存的6千项专利，最终结果在上周末揭晓，由苹果、微软、RIM、易利信、EMC、索尼等六家科技业者联合组成的竞标团队，以45亿美元的出价抢下专利所有权，其中包括苹果出资20亿元取得LTE 4G等大部份的无线通讯技术专利、RIM和易利信出资11亿美元、微软和索尼出资10亿美元、EMC出资4亿美元。
在这场专利竞标大赛中落败的Google，在竞标过程的出价分别是1,902,160,540美元、 2,614,972,128美元、以及$3.14159 billion（百万美元），你是否对于这些数字觉得有点熟悉？没错，它们都是数学公式常用到的，分别是Brun常数、Meissel-Mertens常数、以及圆周率pi
。大家都猜不透Google在这场竞标中到底想要表达什么？TechCrunch认为，或许是太过自满，以为一定可以拿下专利所有权，所以顺道耍点小梗，不过就像路透社报导，这样的行为相当愚蠢，最终将重要的专利奉送给竞争对手们。
www.bnext.com.tw/focus...3/id/19538
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- 时间: 2011-8-19 16:44
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- 时间: 2011-8-20 09:15加行长财长预言加经济会出现轻度收缩
全球经济动荡造成加拿大经济增长放缓，加拿大中央银行行长卡尼（Mark Carney）周五表示，由于全球经济放缓，央行现在预计，加国经济增长速度会降至极低，甚至第二季度经济会出现轻度收缩。
卡尼周五向国会财政委员会表示，美国正处于自大萧条以来最为疲弱的复甦过程中，但他预计，这个世界最大的经济体不会萎缩，再陷衰退。
在加国股市经历两周大起大落后，卡尼和财政部长费拉逖奉召前往财政委员会作证。卡尼说，由于欧洲的不确定因素和全球增长放缓的迹象，证券及商品价格大幅下跌，财经市场的波动性显著增加。加拿大财经市场所受的波及虽然不是那么显著，但仍值得关注。
欧洲数国政府债台高筑，某些国家要拖欠还款的可能性，令全球投资者担心。还有人担忧，美国经济的大幅下挫会牵累加拿大，并破坏加国政府的削减赤字计划。当经济师周五表示，预计央行今年晚些时候会开始加息时，央行行长的语气听起来比上个月更为温和。卡尼说，很明显，如果经济增长和通胀前景变动，货币政策也会相应受到影响。
CIBC World Markets高级经济师布坎南（Peter Buchanan）指出，卡尼和费拉逖对全球经济的预测都稍为乐观，他们相信美国经济近期不会萎缩。不过，早前，美国投资公司摩根士丹利将今年和2012年全球经济增长预测数字调低，并称美国和使用欧元的17国“危险地徘徊在接近衰退处”。
费拉逖表示，目前的状况是因投资者对各国政府削减赤字的措施缺乏信心造成。他还重申，加国会在2014/15年之前平衡预算。新民主党财政评论员纳殊（Peggy Nash）询问财长，政府是否考虑在诸如基础建设增加开支，以帮助抵消全球经济疲弱影响。财长回答是，更多政府开支不是解决办法。「如果我们想保持加拿大拥有的基础财政健康，这恰恰是我们不应做的事情。」
自由党评论员白莱逊（Scott brison）表示，财长应制订计划，筹划如果美国真的陷入衰退，他应该怎样应付
news.singtao.ca/vancou...74705.html
资料贴之三----自言自语之全球金融动态、黄金价格跟踪、每周不定期综述
