acer target netbook to grow >50% in 2010, far above industry expectation, why and how, anything overlooked by others?

元太說作了一個有創意的雙贏協議，will free lunch really work?

紅海要拼NB代工, NB ODM要拼機構零組件, 對產業會有哪些影響, who will stand in the end?

Plurk info usefulness

MSCI added 元太 (8069) 和網龍 (3083)...為什麼今年以來MSCI很有市場性

聽說panel, Odd, Memory都漲價，NB maker 3Q獲利會受影響，但終端價格漲不動，最後還是要壓回供應鏈吧... LG說LCD TV價格最多只能再往上調10% = 10% cap on panel price increase, 出來混的 是要還的?