????

???株 ??? ??…?? '???'

  • ?? 2003? 4? 17? 18? 15?

?????? 1·4??(1～3?) ??? ??? ??? ?? ??? ? ???? 17? ?? ??? ???? ????.

‘??? ? ?? ?? ??.’

??? ??? ?? ???? ??????? ?????? ??? ????? ??? ??? ??.

??? ???? ??? ??. NHN? 16, 17??? 7?7700??? 9?3300??? 20% ??? ????(9.8%) ??(7.8%)? ????. ??? ???? “???? ??? ? ???? ???? ??”? ???? ??.

▽??? ???? ??? ??=????? ? 1·4??? ??? 199??? ???? 81??, ???? 84??? ??? 17? ???. ???? ?? ?? ???? 244% ??, ?? ????? ?? ???? ????? ?? 1??? ????? ??? ???.

NHN? ?? ???? ???? 172%, ????? 159% ????. ?? 4·4??(10～12?)? ?? ?? 43%, 83% ???.

??? ???? ????? ??? ????? ????? 10%, 31.7% ????.

LG????? NHN? ??? ???? 350????? 600???? ???? ?? ??? 7???? 12?1000??? ???. ????? ????? ?? 8???? 15?1000??? ??? “????? ??? ?? ???”?? ??? ???? ????.

‘??’? ???? ??? ??? ??? ???? ???? ??? ??? ?? ???? ???? ??? ‘IT ??’ ??? ???? ?. ?? ??? ??? ???? ???? ???? ??? ???? ??, ??, ???(?????)? ?? ?? ???? ??.

▽?? ?????? ????=??? ??? ?? ???? ? ?? ?? ??.

???? ??? ?????? “??? ?? ??? ????? ????? ???”? ????.

?? 2·4??(4～6?)? 1??? ?? ?? ?????? ???? ???? ??? ?? ??. ‘???’?? ???? ? ???, ? ?????(PER)? ???? ?? ?? ??? ???? ??.

NHN? ????? 1·4?? ??? ??? ‘??’? ?? ????. ??? ??? ? ??? ?? ?? 74.9%, 39.7% ???? ??? 50.8%, 52.7%? ????.

??? ?? ???? ??? ???? ??? ??. 1·4?? NHN? ???? ????19.5% ???? 88??? ????. ?? ???? ‘8? ??’? ???? ??? ???.

?? ??? ?? ??? ??? ?? ? ?? ??? (??:??,%)
◇????
???1·4??2·4??EPS??? ???
??????????????
??199.481.021591305
LG??21987.6188.1
???21276241.3
??183.069.4120.5
◇??
???1·4??2·4??EPS??????
??????????????
??127.049.014252293.4
LG??141.051.6242.5
???13949256.2
??116.044.7198.5
◇NHN
???1·4??2·4??EPS??????
??????????????
??352.8161.235915583
LG??399.7179.0103.0
???35815890.4
??296.0123.042.7
2·4?? ??? ????. ???? EPS???? ????? ???? ???? ?.

NHN? ????? 1·4??(1~3?) ?? ?? (??:??)
??NHN????
??352
(43%)		?? 65(30.2%)199
(32.7%)		?? 9.4(-18.7%)
??????
79(30.2%)		????(??)
78.2(2.4%)
????? 16(8.0%)?? 6.3(-19.4%)
?? 179(74.9%)
?? 13(58.1%)?? 105(39.7%)
????161(83%)81.2(37.2%)
????????88??(19.5%)70???(??)
1?? ???6668?(45.4%)1?? ?(??)
??:????, ????????

????? larosa@donga.com

????? lightee@donga.com

  • ???
    0?
  • ???
    0?
  • ???
    0?

?? 0

?? ?? ??

  • ???
    0?
  • ???
    0?
  • ???
    0?