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Lenovo

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oudere info maar in het nederlands.

AMD introduceert Sempron-budgetchip

Concurrentie voor Intel Celeron
Processorfabrikant AMD heeft onder de naam Sempron een nieuwe reeks budgetprocessors uitgebracht. De chips, die per direct beschikbaar zijn, moeten in goedkope notebooks en desktopsystemen een thuis vinden.

Er zijn verschillende mobiele versies van de Sempron. Versies voor notebooks van normale grootte zijn er in drie snelheidsaanduidingen: 2.600+ (84 dollar), 2.800+ (108 dollar) en 3.000+ (120 dollar). Voor speciale ultralichte notebooks zijn er twee varianten beschikbaar: de 2.600+ (85 dollar) en de 2.800+ (99 dollar).

Desktopversies van de Sempron lopen qua snelheid uiteen van de 2.200+ (39 dollar) tot 3.100+ (126 dollar). Alle geciteerde prijzen betreffen dealerprijzen, bij afname van minstens 1.000 stuks.

Op dit moment is er één leverancier die al computers met de AMD Sempron levert: de Hongkongse Lenovo Group. De voorzitter van Lenovo meent dat de AMD Sempron "de beste chip in zijn klasse" is.

Later dit jaar zullen andere fabrikanten als Acer, Medion en Twinhead ook Sempron-gebaseerde systemen op de markt brengen, aldus AMD.
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Ben geen held op dit gebied, maar hier een poging:

20-d MA stijgend, dus een positief teken. 20-d MA echter nog steeds onder de 200-d EMA die ook nog dalend is. Voor mij zou dat dus nog geen koopsignaal zijn. Op korte termijn zou het richting de 200-d EMA kunnen stijgen. Dat lijkt me wel de grens dan.

BP
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De langere termijn trend lijkt me trouwens ook nog steeds dalend. Fundamenteel kan het best een goed bedrijf zijn. Technisch kan ik er echter weinig positiefs aan ontdekken.

BP
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Had ik niet anders verwacht van U, ;-).

Verder blijkt => Elsewhere, blue chip Lenovo rose sharply 0.125 hkd or 5.05 pct to 2.60.

lenovo blijkt een blue chip te zijn i.p.v. een Red Chip, ik ben dus effe helemaal de kluts kwijt.

Verder hier nog wat prentjes van enkele blz

images.search.yahoo.com/search/images...

The Artist
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Ik sta wel open voor andere meningen. Als u mij een onderbouwde andere theorie kunt geven, zal ik dat graag overwegen. Dat kan ik van u niet echt zeggen. U bent tot nog toe zeer selectief in het tot u nemen van informatie.

BP
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quote:

bodemloze_put schreef:

Ik sta wel open voor andere meningen. Als u mij een onderbouwde andere theorie kunt geven, zal ik dat graag overwegen. Dat kan ik van u niet echt zeggen. U bent tot nog toe zeer selectief in het tot u nemen van informatie.

BP
Ik heb veel zaken voorspeld waarvan 80% is uitgekomen, en qua china is voorlopig alles 100% uitgekomen, en heb op de bodem voor zowel de Hang seng en Lenovo aangeraden in te springen.

Enige fout die ik hier ooit heb gemaakt is puts op de Nasdaq 2 a 3 dagen met een minimum van verlies te kopen en direct te verkopen.

Op mijn chinese warrants zit ik waanzinnig op winst, maar ik wil hier niet veel over kwijt, ik kan wel zeggen dat ik de voorbije 2 dagen daar een dikke 15 % winst op heb.

Dat mijn beleggingsstijl anders is dan de andere en dat ik andere info gebruik is eigen aan mijn stijl van beleggen.

=> en dat moet U niet kwalijk nemen ... , na 6 jaar beleggingservaring heb ik mijn eigen kijk op de zaken, welke afwijkt van 90% van de beleggers.
Maar mijn return wijkt ook af dan 90% van de beleggers.

groeten

The Artist
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Geweldig dat u zo tevreden bent met uzelf en uw belggingsresultaten. Rest mij nog 1 vraag: Als u zo tevreden bent en geen behoefte aan andere input heeft, wat brengt u er dan toe om het forum te overspoelen met berichten en commentaren?
Hoewel 6 jaar natuurlijk nog relatief kort is, wens ik u veel succes!!

BP
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Hoi Artist,

Eerlijk is eerlijk, je hebt dat inderdaag goed voorspeld...een stijging van 23% op 1,5 maand is niet niets...
Mij lijkt, louter technisch gezien, een verdere koersstijging best mogelijk..

succes ermee

gr
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Zeer vriendelijk Pizzi.

En ik geloof persoonlijk ook in een verdere stijging ;-).

Zijn er al enkele in geslaagd om ze te kunnen kopen, want de vraag hoe te kopen, is de laatste maand zeer veel gevallen.

The Artist
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AMD opens new HQ in promising China market
Thu Sep 23, 2004 01:05 AM ET
BEIJING, Sept 23 (Reuters) - Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) will open a China headquarters in Beijing as the number two computer chip maker intensifies its focus on the world's second-biggest PC market, executives said on Thursday. AMD admits it is playing catch-up to arch-rival Intel Corp. (INTC.O: Quote, Profile, Research) in China, but thinks it can beat its average worldwide market share of 17-18 percent, Henri Richard, vice president of sales, told reporters.
"The centre of gravity of our Asian operations is going to be China more and more," Richard said. Previously, AMD's China operations were run out of Hong Kong.

"There's fertile ground in China for us to have at or above our average market share," Richard said.

Richard declined to give sales or market share figures for China. Intel's China revenue was nearly $3.7 billion in 2003, higher than AMD's entire global sales of just over $3.5 billion.

Richard said China was promising for AMD because local PC makers and the DIY -- "do it yourself" -- segment were larger than in places like the United States that are dominated by multinational giants.

"China is a market where the multinationals don't have a significant share of the business. It's more global strategic OEMs (original equipment manufacturers) and the DIY market. That's a market that's favourable to AMD," Richard said.

Sunnyvale, Calif.-based AMD has invested around $200 million in China, including $100 million in a new facility announced in April that will test and package microprocessors.

With PC sales estimated at 13 million units last year, China overtook Japan to become the world's second-biggest market after the United States. Sales are expected to grow nearly 20 percent this year, according to International Data Corp.

The creation earlier this year of AMD China Co. Ltd. would help serve a growing list of Chinese customers, Chief Executive Hector Ruiz told reporters.

In August, AMD said a new line of chips for inexpensive PCs would be used by Lenovo Group Ltd. (0992.HK: Quote, Profile, Research) , China's top PC maker. In March, AMD struck a deal to sell its chips to Founder Group (600601.SS: Quote, Profile, Research) , one of the country's top three computer firms.

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Tuesday September 21, 6:14 PM
REUTERS SUMMIT-China tech firms seek global brand recognition
By Godwin Chellam

SHANGHAI, Sept 21 (Reuters) - They are household names in their home market, but China's Ningbo Bird , Haier and Lenovo face a mammoth task to take the big step onto the world stage.

Flush with cash after years of strong economic growth, the trio, along with other Chinese firms, are turning their resources and willpower to building up their brands in the global market.

Ningbo Bird Co. Ltd., China's top domestic cellphone maker, is counting on its alliance with German conglomerate Siemens AG ; appliance giant Haier is building a global name for itself with mini-fridges; and Lenovo Group Ltd. is hoping its new name will appeal to computer buyers.

But experts say quality issues, poor identities and brand names that sometimes sound like gobbledygook to foreigners hamper progress. White-goods maker Wuxi Little Swan hardly has the cachet of a brand like Samsung.

"In the long term, there's not much to gain from producing unbranded goods for other people. As soon as someone else can make it cheaper and/or better, your market's gone," said Terence Oliver, Asia Pacific chief executive of brand consultancy Interbrand.

"What a brand does is guarantee, as far as you can guarantee anything in this uncertain world, flows of revenues into the company going forward."

Ningbo Bird, Lenovo -- which changed its name from Legend this year -- and Haier were voted the country's most valuable brand names by the Chinese edition of Forbes magazine in January.

OFF THE GLOBAL RADAR

Others Chinese brands mentioned as potential global players include Zhongxing Telecom, better known as ZTE , and TV makers Skyworth Digital and Shenzhen Konka Group .

But even China's top brands are well off the global radar. Outside of Japan, South Korea's Samsung Electronics Co. Ltd. is the only Asian company among the world's top 100 brands, according to an annual list compiled by BusinessWeek magazine and Interbrand.

China's top telecoms equipment maker, Huawei Technologies Co. Ltd., acknowledges the hurdles.

"It's been a big challenge, for both Huawei and other Chinese companies, to build our brands overseas," Xu Zhijun, a Huawei president, said at the Reuters Asia Technology Summit on Tuesday.

"In the past, many potential customers had never been to China before and thought we all still wore ponytails. We have to expend 10 times as much effort to get brand recognition."

Some companies have decided to eschew the time-consuming process of brand development by partnering with foreign brands down on their luck and in need of re-invigorating.

Electronics giant TCL Corp. has perfected this method, agreeing to take control of the television assets of France's Thomson -- owner of the original RCA TV brand -- and the mobile phone unit of France's Alcatel .

Konka has said it is also close to a deal for a similar partnership.

SOPHISTICATION REQUIRED

Branding and marketing can be a hard sell to Chinese companies whose key advantage over foreign rivals is often their low costs. Oliver said Japanese car companies spend up to $300 million a year on branding, including marketing and advertising.

"Only a minority understand branding but that's increasing. Branding is coming of age in China," said Tom Manning, director of consultants Bain & Co. Inc.

"Going global certainly involves branding, but also an understanding of the foreign market. It requires an additional level of sophistication which only a few will understand," he said at the Reuters summit.

Those few would appear to include Huawei, whose name (pronounced HWAH-way) features prominently at the corner of every page in the business technology directory in Singapore. That gives it an almost local standing in the technology-savvy island.

Brand advertisements for Haier feature prominently in many of the world's major airports. In the past year, Haier has invested in a Brazilian manufacturing plant and a midtown New York U.S. headquarters, and is poised to introduce advanced mobile phones in the world's biggest consumer market.

"Chinese technology may lack some features and not be there now, but there is no question it will be in the future. I tell my engineers that every day," said Christian Reinaudo, Asia-Pacific president of France's Alcatel .

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SYMBIAN EXPO, London, Oct. 5, 2004 - Intel Corporation, Nokia Corporation and Symbian Ltd. announced today a collaboration to bring smartphones based on the Nokia Series 60 Platform to market using Intel technology as part of Intel's recent membership in the Nokia Series 60 Product Creation Community. Also, Intel and Symbian have agreed to invest in the joint development of a reference platform to enable a new class of 3G devices based on Symbian OSTM and Intel® XScale® Technology.

The Series 60 Platform, built on Symbian OS, is one of the world's leading smartphone platforms. It is licensed by some of the foremost mobile phone manufacturers including Lenovo, LG Electronics, Nokia, Panasonic, Samsung, Sendo and Siemens. Support for a large color screen, easy-to-use interface and extensive suite of applications make this software platform ideally suited to support new mobile services such as email, browsing and streaming.

As part of its new role as a member of the Series 60 Product Creation Community, Intel will complement the Series 60 Platform by providing high performance and low power processing to enable mobile browsing, multimedia messaging and content downloading, as well as a host of personal information management and telephony applications. The Series 60 Platform is the latest smartphone user interface to be supported by Intel technology.

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Demand for MP3 players in China to grow 117.3% in 2004



Latest news


Press release; Jessie Shen, DigiTimes.com [Friday 1 October 2004]

Demand for MP3 players in China is projected to reach about 3.858 million units in 2004, up 117.3% from 1.775 million last year, according to China’s government-sponsored CCID (China Center of Information Industry Development) via its Taiwan agent ICT (Information Communication Technology).

The top-five vendors in the China MP3-player market in the first half were HuaQi Information Technology (aigo-branded), Samsung Electronics, Lenovo, Zarva and Vintion Electronic, said ICT. Strong sales of “Patriot Moonlight Magic Case” MP3 players have helped HuaQi grab a more than 25% market share, ICT added.

MP3 players with color displays have become mainstream products in China since the second quarter of this year, ICT observed. Companies including domestic HuaQi, Hong Kong-based Truly Electronics Manufacturing, South Korea-based iRiver and Taiwan-based PenPower Technology have launched own-brand color MP3 player products, ICT indicated.

ICT are forecasting demand for MP3 players in China will hit 18 million units by 2008, for sales of more than five billion yuan, up from an estimated 2.78 billion yuan this year.



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Bharat Sanchar Nigam Limited (BSNL) awards over 200 million euro contract to Nokia for GSM/EDGE and GPRS network expansion in North India
October 07, 2004

- Four-million-line deal reinforces Nokia's strong position in India

Bharat Sanchar Nigam Limited (BSNL), India's No. 1 telecommunications company, has chosen Nokia to expand its GSM/EDGE and GPRS network in North India in a deal valued at over 200 million euro. Nokia will deploy four million lines across towns, cities, villages and all major state and national highways in the States of Jammu & Kashmir, Haryana, Uttaranchal, Punjab, Uttar Pradesh (both east and west circles), Himachal Pradesh and Rajasthan.

As a part of the agreement that can be extended further, Nokia will supply both core and GSM/EDGE and GPRS radio network equipment, including Base Station Subsystems, Switching Subsystems, Intelligent Network, GPRS Core Network, Short Message Service System, Multimedia Messaging center expansion and Nokia Download Solution. Nokia 5140 handsets are also included.

"BSNL's vision is to be India's largest cellular operator with a truly national network footprint providing world class services to consumers across the country. The recent tender for network expansion is testimony of our commitment to bring affordable access, to Indians anywhere, anytime across the country", said Mr. A. K. Sinha, Chairman and Managing Director, BSNL.

"To achieve this vision, BSNL has chosen Nokia to expand its network by 4 million lines in North India as Nokia has the requisite experience and expertise in building high quality networks," said Mr. NK Mangla, Director (Commercial & Marketing), BSNL.

"This tender for a GSM turnkey cellular project is one of the largest projects, which will be installed & rolled-out just in 9 months, in the world" said Mr. SD Saxena, Director (Finance)

"Nokia is proud to collaborate with BSNL, India's leading telecommunications company, on this significant GSM network expansion exercise," said Mr. Ashish Chowdhary, Country Head, India & South Asia, Networks, Nokia. "This deployment will enable BSNL to continue offering world-class network quality and services to its end consumers."

"This deal also underscores Nokia's commitment to India, fulfilling our promise to bring high-quality equipment and advanced services to India's mobile world," added Mr. Chowdhary. "With this deal, Nokia becomes an equipment supplier to all five leading GSM operators in India"

About Bharat Sanchar Nigam Limited (BSNL)

BSNL is India's No. 1 telecommunications company and the largest public sector undertaking in India with authorized share capital of $3.6 billion and a net worth of $13.85 billion. It has a pan-India network with over 42 million subscribers across 5000 towns and almost seven million GSM cellular subscribers.


About Nokia
A market leader in the cellular industry in Asia Pacific, Nokia provides innovative, industry leading and market-relevant technology and products to around 20 diverse markets in the region.

Nokia is the world leader in mobile communications, driving the growth and sustainability of the broader mobility industry. Nokia is dedicated to enhancing people's lives and productivity by providing easy-to-use and innovative products like mobile phones, and solutions for imaging, games, media, mobile network operators and businesses. Nokia is a broadly held company with listings on five major exchanges.


Media Enquiries:

Communications
Networks, Nokia
Tel. (Int.) + 358 (0) 7180 38198
E-mail: networks.communications@nokia.com

Nokia
Communications
Tel. +358 7180 34900
E-mail: press.office@nokia.com

www.nokia.com
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Lenovo Spends RMB20 Million To Develop Printer Service
October 10, 2004
The printer market currently ranks below only the PC and mobile phone markets in China’s IT industry, which is perhaps why Lenovo recently announced that it would be replacing its outdoor ads for PCs with ones for printers – signifying the Group's formal entry to the market.

In order to gain a firm foothold, however, both patented technology and a large amount of money are a must. With this in mind, Lenovo has decided to make an initial outlay of RMB20 million on the development of its printer business.


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Oct. 11 (Bloomberg) -- French President Jacques Chirac said he is ``optimistic'' that China will award more contracts to French companies including Alstom SA, the world's second-largest train maker, and Areva SA, the No. 1 maker of nuclear reactors, after the signing on Oct. 9 of orders worth about $4 billion.

Chirac is ``optimistic'' that French companies can fulfil China's growing transport and energy needs, he told a group of more than 50 executives accompanying him on a five-day promotional tour. At the same time he advised patience, saying his hosts counselled that ``time in China is longer than elsewhere.''

After talks between Chirac and Chinese President Hu Jintao, French and Chinese executives lined up on opposite sides of the Great Hall of the People in Beijing's Tiananmen Square to sign 21 agreements.

Contracts included one valued at 1.36 billion euros ($1.69 billion) for Paris-based Alstom to provide China with trains as well as hydroelectric and nuclear-power equipment. Airbus SAS won orders from China Eastern Airlines and Air China to buy 26 planes with a catalogue value of $2.2 billion.

In an appraisal of the talks yesterday, Chirac told a gathering of French executives to expect more business.

``I have no official information but I had a good feeling,'' he informed Areva Chief Executive Anne Lauvergeon.

Areva and Siemens AG of Germany want to supply China with more nuclear reactors and are competing with Westinghouse Electric Co. for an $8 billion contract for four reactors. Paris- based Framatome ANP Inc., a joint venture between Siemens and Areva, has supplied China with four reactors and employs about 3,000 people in the country.

Nuclear Expansion

With a population of 1.3 billion, China is the world's biggest energy user after the U.S. Plans to generate 4 percent of its power from nuclear plants by 2020 require two nuclear plants to be built a year, according to Yu Jianfeng, a director at China National Nuclear Corp., which operates the nation's reactors.

China expanded 9.1 percent last year, the fastest clip among the world's 10 biggest economies, consuming 55 percent of the world's cement and 36 percent of its steel, and helping drive a global recovery.

For Alstom, Chirac told Chief Executive Patrick Kron that he ``was struck by the interest shown'' after he told his hosts the companies high-speed TGV trains have carried the equivalent of the Chinese population without anyone being hurt.

``This visit has been very important for us,'' Kron replied. ``It opens the door to a very large market.''

Airbus Opportunities

Turning to Noel Forgeard, chief executive of Airbus, Chirac told him that China's hosting of the Olympic games in 2008 will bring new opportunities. At the same time, he advised the head of the world's largest commercial jet maker to improve communications with the Chinese, who were under the impression runway modifications would be needed to accommodate its A380 plane.

``All runways capable of receiving a Boeing Co. 747 can receive an A380 without any modifications,'' Forgeard told the audience of government officials and executives. ``You have to let them know,'' Chirac replied. Airbus is majority owned by European Aeronautic, Defense & Space Co.

Addressing French concern about companies shifting production abroad, Chirac said investing in China will lead to the creation of jobs in France as well as Asia.

``It's in selling to China that we can fund technology,'' he said. ``That brings us money, which allows us to do research to go on to the next stage.''

Opportunities for luxury goods companies such as LVMH Moet Hennessy Louis Vuitton come from ``the small percentage of Chinese'' able to afford their products, he said. Given China's population size, Chirac said the market is equivalent to ``as if all French people bought every day something from Vuitton.''

Local Culture

Access to the Chinese market demands an understanding of local culture, Chirac said. He took time out during a 15-hour stopover in Chengdu to visit a park dedicated to Chinese poet Du Fu, who he referred to as ``one of humanity's greatest poets.''

``My husband is a specialist,'' Chirac's wife, Bernadette, told reporters.

Bull SA, which agreed Saturday a five-year venture with Lenovo Networks Shenzhen Ltd. to market Bull's NovaScale servers in China, once hesitated about investing in there, Chief Executive Officer Gervais Pellissier said.

``China is a country where everything can happen very slowly, or it can happen all at once,'' said Albert Gallina, president of Bull's Asia operations. ``What's difficult is explaining to headquarters how it works here.''

EDF, Peugeot

Other companies with agreements signed Saturday include Electricite de France, the No. 1 power utility, which sealed a nuclear energy cooperation agreement with China Guangdong Nuclear Power Group Co., and automobile financing plans between PSA Peugeot Citroen and Bank of China, the nation's second-largest lender.

France Telecom SA and China Telecom Corp. set up a joint research project, and Areva plans a cooperation deal with China National Nuclear Corp.

France's courting of China comes after its share of euro- zone exports to the nation dropped to about 14 percent last year from 20 percent in 1999. Germany gained nine percentage points to 53 percent in the same period.

Chirac's visit to the Chinese cities of Chengdu, Shanghai, Beijing and Hong Kong follows a three-day trip to France by China's Vice Premier Zeng Peiyan in June, which led to the signing of contracts valued at $2 billion.

``Your presence here has been very useful,'' Schneider Electric SA Chief Executive Officer Henri Lachmann told Chirac. ``It creates a climate that is favourable to France and France people.''


To contact the reporter on this story:
Emma Vandore at evandore@bloomberg.net

To contact the editor responsible for this story:
Catherine Hickley at chickley@bloomberg.net.
Last Updated: October 10, 2004 20:16 EDT
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The French computer and information technology (IT) solutions company Bull is also poised to boost its presence in the world's most populous market with partnerships and expanding of its business scope.

Gervais Pellissier, acting chairman and managing director of Bull, said only about 3 per cent of Bull's total revenues are generated in the China market, despite the fact that the company has been operational in China for almost 20 years.

"We hope this situation will change soon," said Pellissier in an interview yesterday.

He said Bull's focus would be on high-end computer servers and IT solutions.

The French firm formed an alliance with the biggest Chinese computer maker Lenovo Group on Saturday to develop the high-end computer server market.

Bull will provide its NovaScale 5000 and 6000 server series and FAME technology to Lenovo to enable the latter to make high-performance servers. Lenovo will sell the products in China and provide services to the products.

The products will target scientific computing and large enterprise applications.

Pellissier said he believed Lenovo's strong brand, distribution network and manufacturing capability would help the company win a significant share of the market of Intel architecture-based servers, with a value over US$100,000 per unit.

He said Lenovo's manufacturing facility would also be a help in developing other markets in Asia.

As well, Bull aims to provide IT solutions to government, taxation and customs sectors based on its strong position in these areas in Europe.

Besides winning contracts in China, Bull's China operation will also export software solutions to European governments.

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