2010年5月29日 星期六

暫歇一會兒,雖然還沒有跌夠

圖1. 台灣加權指數 2010/05/28

圖2. 上海綜合指數 2010/05/28

映入眼簾就是台灣與上海指數的兩圖比較,可以看出兩點主要差異,(1)上海指數最低點5/21到2482點與當日年線3055距離了19%,而台灣加權最低點5/25到7032點與當日年線7636距離了8%,台灣勝;(2)上海綜合指數從4/19殺破年線一路沒有任何反彈曲折,直下到底5/21的2482,台灣加權則在5/7~5/14這五天時間在7400~7800點之間反彈一次,然後才再往下殺,曾經有抵抗,台灣勝。

台灣勝,是真的嗎?如果該往下修正的波段,拉拉扯扯的走,層層疊疊的套牢,會較好嗎?這樣一提醒,大家就會再考慮一下勝負了,也就明白為何標題要下"還沒有跌夠"了。然而我們同時也看出台灣喜歡抓住機會在這中間搞搞反彈,正如5/14那週一樣,所以現在當上海指數出現了落底反彈時,加權指數的本性是不會放過此一機會再搞一週的。若然,我們就把握反彈機會,汰弱留強,亦或者是區間操作,回低再重買回來吧。


2010年5月23日 星期日

儲存媒體的資料傳輸速度

硬碟資料讀取寫入速度
ATA33->33 MB/s
ATA66->66 MB/s
ATA100->100 MB/s
ATA133->133 MB/s
Serial ATA I->150 MB/s
Serial ATA II->300 MB/s
Serial ATA III->600 MB/s
1394A->400Mbps/s = 50MB/s
1394B->800Mbps/s = 100MB/s
USB2.0->480Mbps/s = 60MB/s

Ultra320 SCSI(16位元)320 MByte/sec 目前最先進的硬碟
Ultra160 SCSI(16位元)160 MByte/sec 硬碟
Ultra2 SCSI(16位元)80 MByte/sec 硬碟
Ultra Wide SCSI(16位元)40 MByte/sec 硬碟與磁帶機
Ultra SCSI(8位元)20 MByte/sec CD-R、CD-RW、磁帶機、抽取式儲存裝置(Jaz)、與DVD
SCSI-2、Fast SCSI(8位元)10 MByte/sec 掃瞄機、Zip、以及CD-ROM
硬碟這些傳輸速度可以去湯姆大叔那邊看
www.thg.com.tw

CF 卡資料讀取寫入速度
300倍速CF記憶卡資料寫入傳輸速率:35~45MB/sec (最高)*
266倍速CF記憶卡資料寫入傳輸速率:40MB/sec(Max)*
133倍速CF記憶卡資料寫入傳輸速率:21.5MB/sec (最高)*

融資維持率是怎麼算的?跌一支停板會影響該股維持率多少?

Part1 定義部分:

Part2 何時被追繳:

  • 追繳參考價格則是依主管機關的建議追繳維持率(120%)計算出來的股票價格,也就是當股價達到這個價位時即會被通知追繳費用。

簡單來說,比如融資買進一張100塊的股票,融資成數六成

  1. 融資維持率=100*1000/60000=167%
  2. X/60000=120%X=72 所以當股價低於72塊就需要補保證金,不補的話,就會被斷頭

  • 所以,快速的算法是,當融資成數為六成時,融資的股票價錢*0.72,就是會被斷頭的價錢。
    比如說,融資50塊的股票,在50*0.72=36塊時會被斷頭
Part3 漲跌停板對於該股維持率的變動:
  1. 第一次買入時融資維持率=100*1000/60000=167%
  2. 跌一支停板時融資維持率=93*1000/60000=155% 所以是維持率降低12%
  3. 漲一支停板時融資維持率=107*1000/60000=178.3% 所以是維持率上升11.3%

請問DRAM 顆粒中ETT,UTT是什麼意思?差別在哪?

  • UTT記憶體顆粒是指,未經過任何測試即銷售到記憶體顆粒現貨市場的產品。
  • ETT記憶體顆粒是指經過一定有效測試,但未完全測試的顆粒,這種顆粒等級低於原廠顆粒,一般都是下游廠商買回後自己繼續進行測試,並且打上自己的LOGO。
  • 請參考下列原文文章.
=============================================================

What is eTT Memory


Tuesday, September 26, 2006

A year ago DocMemory posted an article that covered "What is UTT Memory".

Click on this link if you have miss this article:http://www.simmtester.com/page/news/showpubnews.asp?title=What+are+UTT+Memory+%3F&num=124

We have been receiving countless feedback from our readers since then for further explanation on "eTT Memory" and this article will provide some background information regarding "eTT Memory".

Introduction to eTT

eTT memory are either DDR or DDR2 chips which are fully tested Dram chip and sold to module manufacturers who needs to remark and add their own brand/logos to differentiate their products from other manufacturers. This type of eTT dram are targeted at the "Value Memory Market" channel where the buyers are very price conscious.This kind of eTT chips are of highest quality and are used for assembly into DIMM or SODIMM modules for PC application.

This segment of the memory market is very large and most module manufacturers sells two kinds of memory product to cater to the high end market and the value conscious market.

For high end memory market, most memory companies use original branded chips such as Samsung,Micron, Qimonda,Hynix,Elpida and Nanyas that are built on full data sheets and are fully tested before being sold and shipped to module manufacturers for assembly.

For the value conscious segment, there are several different types of unbranded parts commonly used and assemble in value memory module. The three major types of Chips for value memory are; ETT, UTT, and downgraded DRAM.

Unmark eTT DDR2 512Mb BGA Chip from an unknown manufacturer

Currently uTT and eTT modules are widely sold in the PC industry.

  • eTT = Effectively Tested Dram ===> Full specification parts, fully tested DRAM and unmarked.
  • uTT = Untested DRAM ==========> Full specification parts, not fully tested and unmarked
  • Downgraded Dram ============> Not full specification parts , untested and unmarked.

Pricing

Pricing between an original branded DRAM and an unmarked eTT DRAM is very similar. With reference towww.dramexchange.com ,the average price for a eTT 256 Mbit DDR-400 part was US$3.35 from September 06 , while the branded parts for the same density averaged US$3.50 in price, a price gap of only 15 cents.

This price difference may not be significant between a branded DRAM and ETT DRAM when you purchase only afew chips for assembly, however if the eTT chip volume purchase is for a million pieces of chips , then the cost saving and difference is a very significant. The profit margin from selling eTT modules can be very attractive to mid size module manufacturers.

Conclusion

The demand for eTT and uTT memory modules have been on the rise and many chip manufacturers are shipping more uTT and eTT parts in the effort to move products very quickly down the distribution channel. We have heard from unofficial sources that several Asian semiconductor manufacturers are skipping testing inhouse and moving untested chips into China and other asian countries to deplete old inventories quickly, infact this is a profitable strategy to clear their slow moving inventory to the streets faster than previously possible.

eTT 512MB DDR2 made 240pin DIMM before laser marking

By skipping testing, module manufacturers can purchase this eTT and uTT DRAM for much less , remark it and sell it quickly to maximize profits.The industry trend today is now set and with more DRAM production increase and reduce inhouse testing

By: DocMemory
Copyright � 2006 CST, Inc. All Rights Reserved

2010年5月16日 星期日

補空有待520 不補空則跌520


從日線圖來看,2010/01/19的8395點下跌至7080點,有1315跌點,約3955到8395間4440漲點的30%,這早已大於下跌20%即有做頭疑慮的檢驗值。緊接著8150點附近的跳空缺口站不上去,又被打落至7387點,並留下新的跳空缺口在7750~7850點,可說是多方傷口一道道,不可謂不累。市場對於後續行情能否延續,自然寄望能在近期快將這7850點的缺口快快填上,否則常有「三日不補空,三月後再來」的說法蔓延。而對照國際股市來看,靠自然而然的推升力道幾乎不存在,唯有靠人為的力量幫一把,那就是看520行情了,假如填補了跳空缺口,逢回介入的買盤自然增多,否則就只好靠老套-殺多取量再反彈了。


2010年5月11日 星期二

什麼是第二上市?第二上市?

新聞小辭典:什麼是第二上市?第二上市」,但必須用「TDR台灣存託憑証」的方式

行政院放寬企業和陸資投資台股 ,相關規定當中,提到第一上市和第二上市。政大會計系副教授康榮寶解釋,企業不曾上市過,第一次用「原股」上市,就叫「第一上市」;如果企業已經在其他地區上市過,想到台灣上市,這叫「第二上市」,但必須用「TDR台灣存託憑証」的方式,投資人一樣可以在市場上買到,只是TDR不能融資融券。(張雅惠報導)

推動「台灣成為亞太籌資中心」,行政院放寬,投資大陸超過淨值百分之四十的企業,可以來台「第一上市」,陸資持股超過百分之二十的企業,可以來台「第二上市」。部分人搞不清楚什麼是第一上市和第二上市。政大會計系副教授康榮寶說,不必管是台資企業或外商,想成第一次上市和第二次上市比較簡單。(t)

  「第一上市就是說,你沒有在別的地方上市過,你這個企業整個都沒有上市過的,就叫第一上市;第二上市的意思就是你已經在別的地方上市過了,你還要選擇第二證券市場,再做一次上市」

  不論是第一上市還是第二上市,都是在集中市場交易,只是,第二上市規定用「TDR台灣存託憑証」的模式上市,漲跌幅和一般股票一樣,但不能融資融券,交易相對冷門,也不是原股。(t)

  「比如說,我這家公司有五億的資本額,我想發一億的TDR,我就把這一億的股票放在存託銀行,存託銀行再相對應去發存託憑証DR,他只是對應這一億股股票,表彰他的價值的存託憑証,有可能一股對一股,有可能一股對兩股,都不一定,你可以做任何的分割」

  集中市場目前有四檔TDR:東亞科、美德醫、萬宇科、以及泰金寶,代號從9102到9105。同樣的情況,台積電在台灣上市,但台積電到美國掛牌,也是用DR存託憑証,簡稱ADR;同樣的情況,如果到歐洲掛牌叫EDR,如果到其他海外地區叫GDR。