?????? 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??? ???????????????????199.481.021591305LG??21987.6188.1???21276241.3??183.069.4120.5◇?????1·4??2·4??EPS??????????????????????127.049.014252293.4LG??141.051.6242.5???13949256.2??116.044.7198.5◇NHN???1·4??2·4??EPS?????????
?????????????352.8161.235915583LG??399.7179.0103.0???35815890.4??296.0123.042.72·4?? ??? ????. ???? 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