r**i
发帖数: 1222 | 1 他们家的DSL，1.5Mbps。任何时候下载最多只能150kbps，这应该不是正常吧？
但Modem上显示是
Connected at 1536 Kbps (downstream)
384 Kbps (upstream) |
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c**i
发帖数: 6973 | 2 (1) Yenting Chen and Joseph Tsai, iPhone 5 and iPad 3 Upstream Suppliers
Begin to Prepare Materials. DigiTimes (Taipei), July 1, 2011
http://www.digitimes.com/news/a20110701PD216.html
(Apple is expected to make announcement in September and starts seeling a
month later)
Note:
(a) Simplo Technology Co, Ltd 新普科技
http://www.simplo.com.tw
(formed in 1992; 致力於筆記型電腦電池模組)
(b) Dynapack International Technology Corporation 順達科技股份有限公司 (
established in 1998)
http://www.dynapack.com.tw/
(c) TPK Holding Co, ... 阅读全帖 |
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q*******k
发帖数: 1103 | 3 i'm talking the very upstream. |
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o**i
发帖数: 54 | 4 am not sure wht u r planning to sale??
or r u talking about pcb?
for semi. i don't think even if u can friends here they can really help.
to purchase those semi upstream equipment is a very big deal .. |
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n*****9
发帖数: 70 | 5 两年后旧话重提，如果你是
1，搞电路设计的，自认为对工业高温（175C）电路设计能独当一面的；
2，愿意走创业这条路；
3，在HOUSTON地区；
请与我联系。
我们公司在HOUSTON地区，做的是oil and gas upstream方面。 |
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J******s
发帖数: 913 | 6 I sold 5000 Jaso on Friday. I am still holding 2600 SOL (I sold some too).
Wafer price went up recently, and should benefit upstream solar companies
like SOL. |
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k********n
发帖数: 18523 | 7 bro, latest news from frontline: Chevon plans to cut 5000 position in
downstream sector in the coming 6 months.
I ever worked for downstream, refinery, in KBR, now I switch to upstream,
crude oil producer. |
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k********n
发帖数: 18523 | 8 我是设计UPSTREAM-MIDSTREAM-DOWNSTREAM的。。。现在手头在做 OIL SANDS IN
CANADA,CLIENT IS EXXON MOBIL |
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b***y
发帖数: 374 | 9 Shares of BP were up today after investors learned the company is
moving forward quickly with asset sales including a 7 billion dollar
deal to sell Apache’s upstream assest in the US and Canada. The
sales, all on land, reflect BP's desire to get more, involved in
deepwater drilling- regardless of the bad press following the
tragic oil spill in the Gulf of Mexico.
According to the charts, the technicals are starting to brighten up
for BP as well. On the daily chart, the MACD passed over the
“sign |
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g*****u
发帖数: 14294 | 10 I don't feel very comfortable with handset vendors, especially those who
cannot command a premium on their product as Apple does. They are squeezed both
by upstream (contract manufacturer and component vendors) and by downstream (
carriers). As to Android devices, HTC and even Samsung perhaps would have a
brighter future than MOT. Q4 represents favorable seasonality to the
carriers. This is by no means FA, rather my butt feeling.
On the TA side, do you like the MOT's chart? |
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l******n
发帖数: 152 | 11 We expect solar companies to report strong Q4 results and provide Q1/2011
guidance generally above consensus. Although set-up may appear to be less
favorable for a positive earnings season trade given the recent move seen in
the solar space, we see room for further near-term upside. We believe most
of the recent move was driven by short covering as opposed to real buying.
As the near-term policy backdrop for the sector continues to improve and as
the broader equity markets continue to grind high... 阅读全帖 |
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U********n
发帖数: 1010 | 12 我记得价格没有这么高的。
找了些资料， 不知道你有没有别的资料，分享下。
12-inch wafer prices to rise 10-20% in 2Q10
Mar 22, 15:00
Foundry chipmakers including Taiwan Semiconductor Manufacturing Company (
TSMC) and United Microelectronics Corporation (UMC) have been informed by
their upstream suppliers that average contract prices for 12-inch wafers
will be raised by 10-20% in the second quarter from the current US$110-120,
according to industry sources.
找到的这个价格浮动挺大的。CMOS wafers 的价格高很多 3000？
The median price paid for 200- and 300-... 阅读全帖 |
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k***n
发帖数: 3158 | 13 it's still upstream of the cliff
just running slowly toward it
it will fall off the cliff in the coming weeks
a visit to last year's low is highly likely
DOW goes to 8000 is possible too
the only encouraging signal is that gold is not moving much higher
so the damage might be capped |
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l******2
发帖数: 5522 | 14 Do you think MRO droped from $50 to $30, so you can bottom fish it?
NO! it was a stock split, MRO => MRO + 1/2MPC
This was a good company, but now a better company after the split. Because
all the upstream businesses stay at MRO, and downstream sector is gone.
I expect its gross margin to increase from 14% to 20% like BP |
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k********n
发帖数: 18523 | 15 For EPCM company such as FLR, KBR, CBI, JEC, Bechtel, Wally Parsons...
Chemical process engineer
Piping engineer/piping designer
Piping stress engineer
Electrical engineer
HVAC mechanical engineer
Civil/Structural engineer and designer
Procurement specialist (shopping equipment
Raw material, hardware, etc)
For Upstream such as XOM, SHELL, BP, COP
Plus the following extra:
petrolieum engineer
Chemical engineer
Reservoir Level Analyst
Geotechnologist
Mining engineer
All of them need Huge IT depart... 阅读全帖 |
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k********n
发帖数: 18523 | 16
upstream mining, oil sands |
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x*********n
发帖数: 28013 | 17 晚上我突然发现我忽略了一个重要事实。
总是觉得APA和crude oil挂钩。
事实上CHK的走位和6月29日的第二次77时的价位，早就有力的反驳了这一点。
CHK是全美第二大natual gas producer，APA是upstream，早就知道了，但是没有联系
起来。
收盘的时候看了一下crude oil的future，85.9.
NOV涨了0.5%，DVN，BHI都是跌，说明在大势的影响下，能源走得是何其之弱。
我还特意观察了一下C的走位，虽然我不会short之，但是次股本周必跌无疑。
第一个ER的AA的解读是何等的关键，ok的ER，不ok的解读，这样的expectation，下面
的company如何beat？那市场的走向只有一个，就是下降，并且伴随整个ER季度。
本轮的关键不在于明天，我将在明天走完HIG的2%，然后持币观望。
APA的今天走势呈焦灼状，明日按常理我会short之，不过明天是周二，有点特殊，我将
不做操作。
从value角度，今天APA 85的价格是很cheap，我将会在明天早上考虑买入10 call。
矛盾的能源，现在绝对，100%不是筑底的时间，持币观望... 阅读全帖 |
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f**********0
发帖数: 1229 | 18 分家就是现在这个形势下因为upstream比downstream挣钱，一个托一个后腿最后拆分的。
HAL最近好是因为季报很好，去年全是record，今年应该也还不错。 |
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f****r
发帖数: 5118 | 19 APA是不是 UpStream公司？前景不看好 |
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k***n
发帖数: 3158 | 20 I posted before
ERF has half oil/liquid and half natural gas in its production
to me, its more of a gas play
with the low natural gas price in NA and WTI at a big discount against Brent
domestic oil/gas play should be focused on downstream
http://www.mitbbs.com/mitbbs_article.php?board=Investment&id=31
check out the cash distribution of NTI and ALDW. Just be cautious about
their
tax issues as MLPs are different from regualar stocks.
for upstream, international producers who can get brent pricing... 阅读全帖 |
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D******e
发帖数: 11265 | 22 到处都在找人，根本找不到人。这些狗日的公司又不想出大钱。 |
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D******e
发帖数: 11265 | 24
哈哈，
其实这俩个职位满适合新科毕业生去混些经验，把卡给办了的。 |
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D******e
发帖数: 11265 | 30
这个提不了成，不是我哥们开的公司。
我只是做活雷锋。 |
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r*********C
发帖数: 2019 | 34 艾班和油兄，为什么你们的工资那么高？是不是会比较危险和辛苦？不过看你两灌水那
么勤，又不象。 |
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t******y
发帖数: 1942 | 36 This is your level. Soooo low. My god.
Sorry, I wouldn't bother to talk to you.
1 * garfieldking Sep 6 Re: 谁能帮我帖个陈百强的一生何求
2 * garfieldking Sep 12 Re: 作为股东，对这次iphone非常失望
3 * garfieldking Sep 12 Re: FB雄起 TWITTER信心百倍IPO
4 * garfieldking Sep 12 Re: 拿到屌丝专用聪明手机啦。。。。。
5 * garfieldking Sep 16 Re: what happens to options?
6 * garfieldking Sep 16 Re: 现在清仓还来得及
7 * garfieldking Sep 16 Re: 做熊，立刻就丢了熊牙
8 * garfieldking ... 阅读全帖 |
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l******2
发帖数: 5522 | 37 反了， 买了一半的upstream，而且在油价100以上的时候卖的， 现在算是赚的。
保留了70%的downstream, 油价上下波动20%， 集团盈利不受影响。 |
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l******2
发帖数: 5522 | 38 反了， 买了一半的upstream，而且在油价100以上的时候卖的， 现在算是赚的。
保留了70%的downstream, 油价上下波动20%， 集团盈利不受影响。 |
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N*******3
发帖数: 625 | 39 好文，赞一个！
补充一下：
在低油价时期，大公司的 UPSTREAM （即采油部门）的利润会下降的，很显眼。各位可
以参看各大石油公司的季度财务报表；
与此同时，大公司的 DOWNSTREAM （即炼油部门）和 CHEMICAL （即化工产品部门）却
得益于低油价，大大获利。同样，各位可以参看各大石油公司的季度财务报表；
所以，那些单一依靠采油的中小企业前景是不妙的，如果油价一直走低的话。
话说回来，获益最大的还是我们消费者。看到2刀的油价，99%的人是非常开心的。省的
钱用来过个好年吧。
圣诞快乐，新年快乐！ |
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c*****e
发帖数: 1106 | 40 之前一个帖子提到vertically integrated的oil majors的midstream/downstream部分
油价低利好，是natural hedge。
upstream这方面，因为其结构要求维持稳定的现金流，一些MLP的hedge还是做得很好的
，最典型的就是MEMP。
没有看到Oil Sands被提及，前景如何呢？
尤其是前期已经投入很多的项目，后期生产成本貌似不是很高，会减产吗？ |
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C*K
发帖数: 400 | 42 CHK之前跌成那样是有原因。这个公司在以前的high leverage扩张之后，这一年来都是
在一个收缩的maintenance mode。之前大家提出的那些问题，目前根本看不到near
term solution，也没有near term catalyst。playforever大牛也提到了，现在这个时
候通过卖upstream的资产来提供liquidity本质上是对equity价值的稀释。另外记得之
前也说过不会考虑增发。 |
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C*K
发帖数: 400 | 43 现在midstream的deal特别多，upstream的也慢慢开始有了。
Pioneer tmd现在特别aggressive，本来balance sheet就很强，现在divest eagle
ford midstream assets，一副准备好粮草要和中东大佬打持久战的意思。前几天飞机
上遇到一个以前给他们老板打工的老头，对他老板和老板儿子评价很高啊。
候可
言已 |
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s*******r
发帖数: 362 | 44 Phillip 66是downstream的，如果老巴抄upstream的话才说明石油真的到底了。。 |
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W***n
发帖数: 11530 | 45 Glad to hear that
should move further upstream
on R&D, new product dev
instead of down stream manu |
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C*K
发帖数: 400 | 46 apa确实是家不错的upstream，从leverage ratio到assets quality都不错。 |
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d********1
发帖数: 2462 | 47 xom比较尴尬，主要挣钱是在upstream和downstream的比较多，有supply & demand
concerns，还受油价影响，Trump喜欢的是midstream，去年猪的很，今年到2018年都会
不错吧 |
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w********g
发帖数: 1529 | 48 upstream的，fresh phd，找猎头有没有用啊？大家有休斯顿地区的猎头推荐吗？
谢谢指教 |
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a***x
发帖数: 26368 | 50 Basically, the topic for the remaining places go out, and I mention it
(Not for normal indicators of things to say). Article is very long (I also d
eleted some), as much detail as possible, to see you
Understand the Chinese remainder EB quota is the basis for the (for PD).
One. From the spirit of the legislation for the remaining places to see (fir
st program)
Countries to the United States is bound by the number of migrants. Such as t
he FB + EB does not exceed 7%.
Immigration law to prevent in... 阅读全帖 |
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