????風險投資公司安德森·霍洛維茨基金（Andreessen Horowitz）的聯席主管兼網景公司（Netscape）創始人馬克·安德森表示，當前科技類股票的暴跌是他所見過最慘烈的情形。現在可能是買進的時候了。

????本周三，在《紐約時報》（The New York Times）的金融資訊服務供應商DealBook舉辦的一個會議上，安德森稱，這是他第一次看到科技類公司的股票打折交易，股價還不如工業類公司的股票。而工業公司往往增速緩慢，收益容易隨著整體經濟的起伏而波動。

????過去六個月里，像Facebook和團購網站Groupon這類公司的股票表現實在令人失望。安德森則稱，盡管這些公司出現了一些問題，但在目前科技類股票表現不佳的股市中，科技型公司本身卻普遍成了很好的投資對象。他還表示，當前的情況不同于2000年左右科技泡沫破裂時期，“現在這些都是手里有大把現金的大公司，只不過股票市場現在對科技不感冒了。”

????他還說，那種認為近期主打互聯網業務的科技類股票存在泡沫的說法是愚蠢的。這類股票飛漲主要發生在私募市場，而且僅局限于少數公司，其中Facebook就是一個代表。而與此同時，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卻處于歷史低位。他說：“這算什么泡沫呢？如果這是泡沫的話，那得算是我看到過的最奇怪的泡沫了。”

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

????安德森不看好報業的前景。在回答《紐約時報》記者安德魯·羅斯·索爾金的問題時，安德森稱印刷業已經消亡。他表示，《紐約時報》和其他紙媒應該盡快拋棄印刷版，全力開發數字版。索爾金說：“可能我就不該提起這個話題。”

????譯者：清遠

????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.