正通投資團隊 – 投資台股的專家

Reiterate BUY and lower target price slightly to TWD70.00; likely to meet its optimistic 3Q08 guidance.
Acer to be a key beneficiary and a dominant player following the netbook emergence (an est. USD9b market by 2010E).
A defensive play supported by net cash position, low valuation (below 10x 2009 P/E) and 6% dividend yield.

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