b**********k
发帖数: 1262 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: ivyleague (Swing Trader), 信区: Stock
标 题: iPhone 5可能使用corning的大猩猩玻璃！
发信站: BBS 未名空间站 (Mon Mar 26 12:18:01 2012, 美东)
GLW咋看咋顺眼啊！
PE低，debt少，3月12号insider增持，独霸android的屏幕玻璃市场，现在又可能成为
iPhone的供货商。这两天的momentum也很不错！
52 week high = $22, 现价$14.2, 感觉还是有上升空间的。 | b**********k
发帖数: 1262 | | u****d
发帖数: 23938 | 3 你买完了，写个用后感受。
【在 b**********k 的大作中提到】
: 据说Lumia 900 也是用这个玻璃
| K*******n
发帖数: 1466 | 4 莫非你在pump NOK？
★ 发自iPhone App: ChineseWeb - 中文网站浏览器
【在 b**********k 的大作中提到】
: 据说Lumia 900 也是用这个玻璃
| t********o
发帖数: 555 | 5 觉得该等小回调再入
【在 b**********k 的大作中提到】
: 据说Lumia 900 也是用这个玻璃
| I******6
发帖数: 500 | | w********2
发帖数: 16371 | 7 最早他们做手机上的这种玻璃就是steve jobs 激励启发他们做的吧
现在安排GLW他们做有点选举年帮助工作回归美国的一个姿态
【在 b**********k 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: ivyleague (Swing Trader), 信区: Stock
: 标 题: iPhone 5可能使用corning的大猩猩玻璃！
: 发信站: BBS 未名空间站 (Mon Mar 26 12:18:01 2012, 美东)
: GLW咋看咋顺眼啊！
: PE低，debt少，3月12号insider增持，独霸android的屏幕玻璃市场，现在又可能成为
: iPhone的供货商。这两天的momentum也很不错！
: 52 week high = $22, 现价$14.2, 感觉还是有上升空间的。
| u****d
发帖数: 23938 | 8 最主要的是,大猩猩玻璃是最好的.
【在 w********2 的大作中提到】
: 最早他们做手机上的这种玻璃就是steve jobs 激励启发他们做的吧
: 现在安排GLW他们做有点选举年帮助工作回归美国的一个姿态
| y*****l
发帖数: 5997 | 9 4S用的到底是不是大猩猩玻璃？
“iPhone 4S的工艺设计在方方面面都与iPhone 4没什么区别，正反面使用的都是相同
的康宁大猩猩玻璃，还是那块相同的3.5英寸视网膜显示屏，天线也是与iPhone 4貌似
没什么区别的“大包围”金属天线。”
【在 u****d 的大作中提到】
: 最主要的是,大猩猩玻璃是最好的.
| y*****l
发帖数: 5997 | 10 裸奔时代来临 第二代大猩猩玻璃将于四月投入实用
http://www.evolife.cn/html/2012/64022.html
MWC上各厂商展示的手机、平板不下百款。很多人不知道的是，所有这些新品的背后，
都有一名功臣在默默的支撑着他们，这就是康宁公司的大猩猩玻璃。在本届国际消费电
子展上，要说最引人注目的材料科技，就非康宁大猩猩玻璃2代莫属了，
今天，康宁方面宣布，第二代大猩猩玻璃将于2012年第一季度开始正式供货，这意味着
最早在今年的4、5月份，我们就能看到搭载康宁大猩猩2代玻璃的电子产品。
相比之前的大猩猩1代玻璃，与今年国际消费电子展首次亮相的大猩猩2代在厚度方面降
低了20％的同时，强度方面却并没有半点折扣，康宁称，该产品在保持原有坚硬属性的
同时，其透光性、触摸灵敏度以及可塑性方面都相比上代有所提高。
有了一代的威名，二代自然更加好卖。康宁宣称，自从大猩猩玻璃2代正式亮相以来，
订单数量已经大大超越了一代产品。其中也不乏像宏碁、华硕等知名大厂的光顾。而后
者更是确定，将在旗下变形金刚平板中全线采用第二代大猩猩玻璃。如果更硬更耐磨的
第二代产品能得到普及，小编觉得，会有越来越多的用户爱上裸奔的。 | | | y*****l
发帖数: 5997 | 11 关注这4家公司。
http://finviz.com/screener.ashx?v=341&t=GLW,OVTI,CRUS,BRCM
Apple's Cash Should Be Used For These Acquisitions Instead
http://seekingalpha.com/article/457611-apple-s-cash-should-be-u
Apple (AAPL) recently announced that they would be paying out a cash
dividend of $2.65 per quarter, which is around a 1.8% dividend. They also
announced that they would be instituting a share buyback plan of $10 billion
starting in September. While this is great for income investors, I think
Apple could have made better use of its cash by making some strategic
acquisitions.
I believe the following companies would have been great acquisitions for
Apple:
Corning (GLW)
Omnivision Technologies (OVTI)
Cirrus Logic (CRUS)
Broadcom (BRCM)
Corning provided the initial touchscreen for the iPhone 1st generation. They
also provide the glass for most of the HTC, Samsung, LG, and Motorola
phones. Corning produces Gorilla Glass, which is thin, light, and scratch-
resistant. Apple should consider purchasing Corning, as it would yield great
synergies for the company. In addition to this, the company would
effectively be able to stop supplying the glass to its competitors such as
HTC. It is widely believed that Apple has been using Gorilla Glass for the
current iPhones as well. There is a chance that Corning's Gorilla Glass 2 is
in the iPad 3 as well.
Market Cap: $22 billion
Possible Buyout Market Cap: $33 billion
Net Cash: $3.43 billion
Synergies: Control of one of the largest electronics display manufacturers.
Access to patents on products such as Gorilla Glass.
Omnivision develops semiconductor image-sensor devices. Rajvindra Gill, an
analyst from Needham and Co., said Omnivision will be producing the front
and back cameras for the new iPad:
According to Chipworks, "Apple has recycled the 5MP back illuminated
CMOS image sensor from the iPhone 4. That unit was the Omnivision OV5650.
The OV5650 is the second-generation back illumination (BSI) technology from
OmniVision. This 5MP camera features 1.75 μm pixels, and is designed to
deliver DSC quality in a mobile phone application."
Gill said the company could produce a $191 million in revenue just from the
iPad alone. We still don't know how much revenue is produced from iPhones,
but there is a pretty good chance is much more than the iPad.
Market Cap: $1 billion
Possible Buyout Market Cap: $1.75 billion
Net Cash: $189 million
Synergies: Control of camera sensor supplier for iPhone and iPad. With this
acquisition, Apple might even be able to generate enough revenue to offset
its purchase within the next 5 years.
Cirrus Logic, Inc., a fabless semiconductor company, develops high-precision
analog and mixed-signal integrated circuits for audio and energy markets
worldwide. In the most recent quarters, Apple accounted for 62% of Cirrus'
revenue. Cirrus' chips control the power and sound in electronics. Its
important to note that every single Apple product uses Cirrus' chips. So
with Apple contributing to more than half of Cirrus' revenue stream and both
companies having a strong relationship, it would be in Apple's best
interest to acquire Cirrus Logic.
Market Cap: $1.6 billion
Possible Buyout Market Cap: $2.2 billion
Net Cash: $137 million
Synergies: Apple is already using Cirrus in all of its products. Instead of
paying Cirrus, they could acquire the company. This would save them costs
over the long-term as well as having access to Cirrus' patents.
Broadcom Corporation designs and develops semiconductors for wired and
wireless communications. While Broadcom does not depend on Apple as much as
Cirrus does, 11% of Broadcom's total revenue came from Apple. Broadcome
supplies the Bluetooth and WiFi chips for the iPad. Broadcom's BCM4330 chip
is also inside the Apple TV.
Its also important to note that the same chip is in the Samsung Galaxy
tablets, so it will allow Apple to have some control over its competitors,
even though Samsung does not even come close to Apple's market share.
Market Cap: $21 billion
Possible Buyout Market Cap: $32 billion
Net Cash: $3.33 billion
Synergies: Control of WiFi and Bluetooth chips market. Control over supply
to competitors. Access to patents.
Apple really has no intention to drive its competitors out of the market.
Its main job is to simply build a superior product than its competitors.
Even with these acquisitions, Apple could choose to supply or not at their
own discretion. These acquisitions would yield significant synergies to the
bottom line. Apple would essentially be supplying itself by integrating
these companies.
Also when I posted a buyout market cap, I was actually overestimating how
much Apple would pay. I was mainly observing it from a shareholder's point
of view on how much of a premium they would need to accept an offer. If
Apple made acquisitions like this, its possible it may send the wrong signal
to the market about the company's growth strategy. However, I think it
would have been much more efficient than simply paying a dividend and buying
back shares.
Disclosure: I have no positions in any stocks mentioned, and no plans to
initiate any positions within the next 72 hours. | y*****l
发帖数: 5997 | 12 村长能不能列一些苹果供货商的股票代码？
Corning provided the initial touchscreen for the iPhone 1st generation. They
also provide the glass for most of the HTC, Samsung, LG, and Motorola
phones.
【在 w********2 的大作中提到】
: 最早他们做手机上的这种玻璃就是steve jobs 激励启发他们做的吧
: 现在安排GLW他们做有点选举年帮助工作回归美国的一个姿态
| y*****l
发帖数: 5997 | 13 玻璃构筑未来 康宁超现实短片带你领略未来玻璃世界
http://www.evolife.cn/html/2012/63680.html
【在 u****d 的大作中提到】
: 最主要的是,大猩猩玻璃是最好的.
| y*****l
发帖数: 5997 | 14 Some doubled in months.
5 Companies Riding the Apple iPad Wave
http://www.fool.com/investing/general/2012/03/27/5-companies-ri
【在 y*****l 的大作中提到】
: 村长能不能列一些苹果供货商的股票代码？
: Corning provided the initial touchscreen for the iPhone 1st generation. They
: also provide the glass for most of the HTC, Samsung, LG, and Motorola
: phones.
| b**********k
发帖数: 1262 | 15 TQNT QCOM
They
【在 y*****l 的大作中提到】
: 村长能不能列一些苹果供货商的股票代码？
: Corning provided the initial touchscreen for the iPhone 1st generation. They
: also provide the glass for most of the HTC, Samsung, LG, and Motorola
: phones.
| q********g
发帖数: 10694 | 16 主要是Corning前期以为recession已经过去了，大批招人大把花钱，现在有点后悔了。
另外在日本新建合作工厂之后就遇到大地震了。 |
|
