????風(fēng)險(xiǎn)投資公司安德森·霍洛維茨基金（Andreessen Horowitz）的聯(lián)席主管兼網(wǎng)景公司（Netscape）創(chuàng)始人馬克·安德森表示，當(dāng)前科技類股票的暴跌是他所見(jiàn)過(guò)最慘烈的情形。現(xiàn)在可能是買進(jìn)的時(shí)候了。

????本周三，在《紐約時(shí)報(bào)》（The New York Times）的金融資訊服務(wù)供應(yīng)商DealBook舉辦的一個(gè)會(huì)議上，安德森稱，這是他第一次看到科技類公司的股票打折交易，股價(jià)還不如工業(yè)類公司的股票。而工業(yè)公司往往增速緩慢，收益容易隨著整體經(jīng)濟(jì)的起伏而波動(dòng)。

????過(guò)去六個(gè)月里，像Facebook和團(tuán)購(gòu)網(wǎng)站Groupon這類公司的股票表現(xiàn)實(shí)在令人失望。安德森則稱，盡管這些公司出現(xiàn)了一些問(wèn)題，但在目前科技類股票表現(xiàn)不佳的股市中，科技型公司本身卻普遍成了很好的投資對(duì)象。他還表示，當(dāng)前的情況不同于2000年左右科技泡沫破裂時(shí)期，“現(xiàn)在這些都是手里有大把現(xiàn)金的大公司，只不過(guò)股票市場(chǎng)現(xiàn)在對(duì)科技不感冒了。”

????他還說(shuō)，那種認(rèn)為近期主打互聯(lián)網(wǎng)業(yè)務(wù)的科技類股票存在泡沫的說(shuō)法是愚蠢的。這類股票飛漲主要發(fā)生在私募市場(chǎng)，而且僅局限于少數(shù)公司，其中Facebook就是一個(gè)代表。而與此同時(shí)，安德森表示，像思科公司（Cisco）和英特爾公司（Intel）這類大型科技公司的股價(jià)卻處于歷史低位。他說(shuō)：“這算什么泡沫呢？如果這是泡沫的話，那得算是我看到過(guò)的最奇怪的泡沫了。”

????作為Facebook董事會(huì)的一員，安德森拒絕就該公司今年五月的IPO是否遭遇慘敗這一說(shuō)法發(fā)表評(píng)論。他還表示惠普公司（Hewlett Packard）董事會(huì)（他也是成員之一）全力支持梅格·惠特曼。最近，由于被曝存在會(huì)計(jì)欺詐，惠普被迫將近期收購(gòu)的一家公司資產(chǎn)徹底減記。不過(guò)安德森稱：“梅格的工作出色極了。我們都對(duì)她無(wú)比信任，而且全力支持。”

????安德森不看好報(bào)業(yè)的前景。在回答《紐約時(shí)報(bào)》記者安德魯·羅斯·索爾金的問(wèn)題時(shí)，安德森稱印刷業(yè)已經(jīng)消亡。他表示，《紐約時(shí)報(bào)》和其他紙媒應(yīng)該盡快拋棄印刷版，全力開(kāi)發(fā)數(shù)字版。索爾金說(shuō)：“可能我就不該提起這個(gè)話題。”

????譯者：清遠(yuǎn)

????Marc Andreessen, co-head of venture capital firm Andreessen Horowitz and founder of Netscape, says the slump in technology stocks is as bad as he has ever seen it. And now might be the time to buy in.

????Andreessen, speaking at a conference Wednesday hosted by The New York Times' Dealbook, said that for the first time that he could remember technology companies are trading at a discount to the shares of industrial companies, which have much slower growth and tend to see their earnings swing with the economy.

????In the past six months, such tech companies as Facebook (FB) and Groupon (GRPN) have seen their shares disappoint. Andreessen said that while there are some company specific issues, tech companies in the market today are generally good investments in a really bad market for tech stocks. Andreessen said that wasn't the case back in the early 2000s when the tech bubble burst. "These are big companies with a lot of cash," says Andreessen. "The public market hates technology."

????He also said talk that we recently had a bubble in Internet-centric technology stocks is silly. Most of the run up happened in the private markets, and it happened in only a few companies, Facebook mainly. Meanwhile, Andreessen said the big technology companies, Cisco and Intel for example, are trading at historic lows. "What bubble?," says Andreessen. "If that was a bubble that was the weirdest bubble I have ever seen."

????Andreessen, who is on the board of Facebook, declined to comment on whether the social network's May IPO had been a bust. He also said the board of Hewlett Packard (HPQ), which Andreessen is a member of, stands behind Meg Whitman. HP recently was forced to completely write down the value of a recent acquisition citing accounting fraud. "Meg is doing an incredible job," says Andreessen. "All of us have huge faith and support of Meg."

????One thing Andreessen was not bullish on was the future of newspapers. Prompted by a question from Times reporter Andrew Ross Sorkin, Andreessen said he thought print was dead. He said the?Times?and other publications should ditch their print versions as soon as possible and focus their efforts on their digital offerings. "Maybe I shouldn't have started this discussion," Sorkin said.