中興化學系 65年畢業班blog ... 接到邀請函,請點函中有...www.blogger.com/i.g?inviteID...'的網址進入;-->沒有Google帳號,奌"立即建立帳戶"去申請;有則填入 Google 的email 帳號及密碼進入;... 如何寫入或貼圖: 1.點左上角的"紅底反白的B"(或點右上角的"新文章,可直接到第3步); 2.點左邊淺綠色'+'後的"新文章"; 3. 寫入 ;...另若要貼圖,點右上角'有藍天的方框'; 4.點左邊"瀏覽(browse)"後,在'我的圖片'中點選你要貼的圖片; 5.點"發布文章"寄出; 本blog採台灣時間 ; can't read chinese, change your 'decoding' to 'Unicode(UTF-8)'....註: 邀請函有效期3天; 可點左下方請ming.su或tofu發邀請函.
2007年10月30日 星期二
蛇蹤
2007年10月29日 星期一
Not from me
If any one recently received a weird mail sending from my e-mail address, with title: 珍藏...
That was not from me. My mail box was hacked, DAMN IT!
2007年10月27日 星期六
好歌欣賞 You've got a friend

You've got a friend
1. by : Celine Dion & Carol King & Gloria Stefan & Shanaia
http://www.youtube.com/watch?v=dCrw93zVfGk
2. by : James Taylor & Carole King
http://www.youtube.com/watch?v=aUzgToWoA-U
lyrics :
When you're down and troubled
And you need a helping hand
And nothing, nothing is going right
Close your eyes and think of me
And soon I will be there
to brighten up even your darkest nights
You just call out my name
And you know wherever I am
I'll come running to see you again
Winter, spring, summer, or fall
All you have to do is call
and I'll be there, yeah, yeah, yeah
You've got a friend
If the sky above you should turn dark and full of clouds
And that cold north wind should begin to blow
Keep your head together and call my name out loud
And soon I will be knocking upon your door
You just call out my name
And you know wherever I am
I'll come running to see you again
Winter, spring, summer or fall
all you got to do is call
and I'll be there, yeah, yeah, yeah
Hey, ain't it good to know that you've got a friend?
People can be so cold
They'll hurt you and desert you
Well they'll take your soul if you let them
Oh yeah, but don't you let them
You just call out my name
And you know wherever I am
I'll come running to see you again
Oh babe, don't you know that
Winter, spring, summer or fall
Hey now, all you've got to do is call
Lord, I'll be there, yes I will
You've got a friend
You've got a friend
Ain't it good to know you've got a friend
Ain't it good to know you've got a friend
You've got a friend
2007年10月26日 星期五
好文章與大家分享......來自一位美麗又有智慧的女子

天堂門票
一對孿生弟同時進入大學考場。結果,哥哥收到了大學錄取通知書,弟弟則以兩分之差名落孫山。兄弟倆長相酷似,性格各異。
哥哥忠誠敦厚,弟弟活潑機靈;哥哥拙於言詞,弟弟口若懸河。
哥哥拿著大學錄取通知書,面對貧病交加的父母默默無語,弟弟關在房一堣不吃不喝,長籲短歎"天公無眼識良才"。
愁眉不展的老爸默思了兩個通宵,終於眨巴著眼睛向大兒子開口了:"讓給弟弟去讀書吧,他天生是個讀書的料!"
哥哥把大學錄取通知書送到弟弟手中,並在弟弟身旁說了這麼一句話:"這不是走進天堂的門票,別把太多的希望放在它的上面。"
弟弟不解,問:"那你說這是什麼?"
哥哥答:"一張吸水紙,專吸汗水的紙!"
弟弟搖著頭,笑哥哥盡說傻話。
開學了,弟弟背著行囊走進了大都市的高等學府。
哥哥則讓體弱多病的老爸從鎮辦水泥廠回家養病,自己頂上,站到碎石機旁,拿起了沈重的鋼撬……。碎石機上,有斑斑血跡。這台機子上,曾有多名工人軋斷了手指。哥哥打走上這個崗位的第一天起,就在做一個美麗 的夢。他花了3個月的時間,對機身進行了技術改造,既提高了碎石質量,又提高了安全係數,廠長把他調進了燒成車間。
燒成車間灰霧彌天,不少人得了矽肺病,他同幾個技術骨幹一起,
殫精竭慮,苦心鑽研,改善了車間的環保設施,廠長把他調進了科研實驗室。
在實驗室,他博覽群書,多次到名廠求經問道,反復實驗,提煉新的化學元素,經過一次又一次的創新實驗,使水泥質量大大提高,
讓工廠有了新的品牌產品,水泥暢銷華南幾省。再之後,他便成全市建材工業界的名人…
弟弟進入大學後,第一年還像讀書的樣子,也寫過幾封信問老爸的病;第二年,認識了一個大富人的女兒,就雙雙墜入愛河。
那女孩成了他取之不盡、用之不竭的錢包,整整兩年他沒向家中要過一分錢,卻通身脫土變洋,"帥呆了"、"酷斃了"。
進入大四後,那女孩跟他"拜拜"了,他便整個人陷入了"青春苦悶期",泡酒吧,上網,無心讀書,考試靠作弊混得了大學畢業文憑。
他像一隻蒼蠅飛了一個圈子又回到家鄉所在市求職,他還有那麼一點羞恥感,不願在落魄的時候回家見父母。
經市人才中心介紹,他到一家響噹噹的建材製品公司應聘,好不容易闖過了三關,最後是在公司老總的辦公室。輪到他答辯時,老總遲遲不露面,最後秘書來了,告訴他已被錄用。不過,必須先到燒成車間當工人;他感到委屈,要求一定要見老總。秘書遞給他一張紙條,他展開一看,上書八個大字:
"欲上天堂,先下地獄。"
他一抬頭,猛見哥哥走了進來,端坐在老總的椅子上,他的臉頓時燒灼得發痛。天堂與地獄的差別在於心境,而不是環境!
『眼光,是你的智慧; 運氣,是你的福德。』
~聖嚴法師 法語~
..
..
..
..
本文是"聖嚴法師"的法語, 是一位美麗又有智慧的女士寄給我的. 欲知美女姓名,請問 star.
另外,...何博士, 這樣可否算是半篇訪問, 矇混過關? ...哈.
2007年10月22日 星期一
同學專訪 - xxx 何大頭
1. 小孩: 有幾個小孩? 幾歲? 快要結婚了麼? 有沒Family 照片?我兒子還沒死會.
2 .愉樂: 週末做什麼消遣, 運動? 身體還好嗎?可做幾次伏地挺身? 好玩的地方?
3. 以前,目前做什麼? 每天忙什麼?有沒可分享的心得?賺錢机會?
4.人生看法? 將來, 退休要做什麼? Any dream?
5. 其它等等(No 政冶)? 請上網?
ToFu, 我中打利害吧! 我買了可用筆寫的小蒙恬
2007年10月16日 星期二
看看你是不是'信冷感'
你對「信生活」滿意嗎?
以轉發或收取 e-mail 消磨時間的可稱為有「信生活」。
因此靠 e-mail 交往的叫「信交」。
互相分享 e-mail 笑話的叫「信伴侶」。
只收不發叫「信冷感」。
發錯對象是「信騷擾」。
發不出去是「信功能障礙」。
看著 e-mail 傻笑的,基本上已達到了「信高潮」。
當然,你如果連 e-mail 都不會操作,就鐵定是「信無能」!
哈哈哈 ....
再說:
能感動人心的 e-mail 叫 ( 信感 )
向人家要 e-mail 地址就是想建立 (信關係 )
用 e-mail 購物或買賣股票叫 (信交易 )
在 e-mail 傳送的資訊叫 (信知識 )
有教導作用的信叫 ( 信教育 )
Junk mail 一大堆叫 ( 信氾濫 )
內容讓人想入非非的叫 ( 信挑逗 )
有些莫名其妙的 e-mail 可稱 (信變態 )
若受病毒入侵就是得了 ( 信病 )
如因而使得收發 e-mail 困難遲緩叫 ( 信功能衰退 )
那就要請教高人指點叫 ( 信諮詢 )
熟悉 e-mail 運作之高人就是 (信問題專家 )
須要加裝軟硬體以加強病毒防衛就叫 ( 信治療 )
有些 e-mail 圖文並茂,又有動畫,又有配音,這叫 (信技巧 )
各位信伴侶, 可不要得了信冷感
2007年10月14日 星期日
2007年9月30日 星期日
有意思的....英文 腦筋急轉彎

哈, 不可以到google 或其他網站去找答案.
.答案請寫在comment中.
.答對的,字體將改為'粗體綠色' 答案為紅色.
1.What is smaller than an insect's mouth ?
answer : insect food.
2.From what number can one take half and leave nothing ?
answer : 8
3.What season is the most dangerous one ?
answer : fall. 跌倒有時會致命.
4.Can you name days of this week without saying:Monday,Tuesday, Wednesday,Thursday,and Firday?
answer : weekdays
5.What is black when it is clean and white when it is dirty?
answer : blackboard
6.What has teeth but can't eat?
answer : comb, Rake , and what else?
7.Four girls have a basket with four apples in it. How can you divide the apples so that each girl gets a whole apple and one still remains in the basket ?
answer : one girl got an apple with the basket.
何博士的答案也對, 哈, 但太殘忍,也太浪費了.要殺了他,不會帶回家作佣人,或做小的.
8.What did zero say to eight?
sorry, ming-shen,您的答案也對, wearing a belt make you look slender....
這一題跟第九題可以有很多創意的說法, 大家可以在想想看.
bikerdoc : Nice belt. close, ...but i think there are some better ones.
9.What did number 1 say to 7?
bikerdoc : You have a long nose.... biker, please tell me whose nose is on top of his head.
10.What man can not live inside a house?
落雁嫂 : doorman... a doorman has the right to live inside the house, right.
11.What part of London is in Brazil?
12.Why is a river rich?
answer : cause a river has two banks
13.A man jump form a plane , but there was noting wrong with him .
Do you know why?
這題可以有多種答案.
飛劍兄, ha, close but not good enough, 您的答案太危險, 應還有更好的答案.
answer : he's a skydiver..... and what else?
14.Why did Jhone say he didn't know where the sun was?
biker : He lives at the opposite side of the moon.....biker, tell me who lives at the opposite side of the moon?..ha
落雁嫂 : it was cloudy and raining.....and what else?
15.Where dose a person stay for the longest time in his life ?
answer : in bed
16.Why dose Tom's mother go to work by plan every day?
answer : she is a flight attendant.
17.If it takes three and a half minutes to boil one egg , how long dose it
take to boil four eggs?
answer : 3 1/2 minutes , techincally right. maybe a few seconds more, ha.
18. If three birds are sitting on a fence and you shoot and kill one of them ,how many will be left?
answer : one dead bird
19.What can you hold in your left hand, but not in your right hand?
answer : your right hand.
20. What question can never get answer "yes"?
ming shen, my answer is yes either in my dream or in your dream. ha.
bikerdoc : What is the opposite of yes? ....yes? what? 我聽無啦...哈
落燕嫂 : Are you stupid?.....yes, mam, i'm as stupid as your hubbie. ha
2007年9月29日 星期六
鳳梨?

http://plantanswers.tamu.edu/fruit/pineapple.html
2007年9月22日 星期六
TAIWAN ~Touch Your Heart~
2007年9月20日 星期四
Rich Dad, Poor Dad:
http://tinyurl.com/yqar6o
Very good book to read and think about for a very long time.
2007年9月17日 星期一
You've Got A Friend
When you're down and troubled
And you need a helping hand
And nothing, nothing is going right
Close your eyes and think of me
And soon I will be there
to brighten up even your darkest nights
You just call out my name
And you know wherever I am
I'll come running to see you again
Winter, spring, summer, or fall
All you have to do is call
and I'll be there, yeah, yeah, yeah
You've got a friend
If the sky above you should turn dark and full of clouds
And that cold north wind should begin to blow
Keep your head together and call my name out loud
And soon I will be knocking upon your door
You just call out my name
And you know wherever I am
I'll come running to see you again
Winter, spring, summer or fall
all you got to do is call
and I'll be there, yeah, yeah, yeah
Hey, ain't it good to know that you've got a friend?
People can be so cold
They'll hurt you and desert you
Well they'll take your soul if you let them
Oh yeah, but don't you let them
You just call out my name
And you know wherever I am
I'll come running to see you again
Oh babe, don't you know that
Winter, spring, summer or fall
Hey now, all you've got to do is call
Lord, I'll be there, yes I will
You've got a friend
You've got a friend
Ain't it good to know you've got a friend
Ain't it good to know you've got a friend
You've got a friend
Originally by James Taylor .....A song that I heard from a Japanese singer this
morning...hiraiken
http://www.youtube.com/watch?v=dCrw93zVfGk
2007年9月15日 星期六
Talk Sex, Anyone?
前幾個星期日晚上11pm 臨睡前無意中轉台時看到這個老祖母主持 "談性" 的Call-in節目。
Sue Johanson is Canada's foremost sexual educator and counsellor, recipient of the distinguished Order of Canada.
想到我們成長過程,無形中不知被灌輸了多少錯誤的觀念..... 不妨到這節目的網站去修些學分吧!
美勝投王對決 洋基王建民 對 紅襪貝克特

9/16日台北時間 凌晨4:05分 看王建民奪19勝
美國 fox 廣播網全美直播
勝投王對決 王建民跟貝克特(beckett) 爭19勝
(Well, there is always a first time. Boston's Josh Beckett and New York's Chien-Ming Wang are the respective leaders of their postseason-bound staffs, and both will receive ample support among the voting members of the Baseball Writers Association of America. They are hardly running a match race, but their season-long excellence on the road to 20 wins will be hard to ignore.)
王建民 貝克特 對決勝投王 (中時)
2007年9月13日 星期四
My first woodwork
This is my first project, a stool (was supposed to be). Looks more like a small table after completed. The wood, rimu, was from our old kitchen cupboard.Several decades ago, rimu here had been used massively for construction, it becoming an endangered species. Now, logging has been banned; the recycled timber and furniture made from it circulate popularly in the market.
After painted

Next project—a wine rack, for 8 bottles.
2007年9月7日 星期五
2007年9月5日 星期三
老空巢
2007年9月1日 星期六
成功的秘密 / 為什麼很多同學都沒上線?
Secrets of SuccessMy success wasn’t based on how I could push down everyone around me. My success was based on how much I could push everybody up. And eventually their success was the same way. And in the process they pushed me up, and I pushed them up, and we kept doing that, and we still do that.
GEORGE LUCAS 導演 喬治魯卡斯
---------------------------------------------------------------------
不知道榮家住的這麼遠!?
哈, 有次在skype上, 我們有5六位同學在聊,長空飛劍突然問我說,為什麼我們有很多同學都沒上部落格來聊.
飛劍兄, 右邊的圖就是原因, 哈.
前幾天, 重人兄回台, 榮家是我找來預備做陪者之ㄧ. 他說他看我們在部落格上聊了很過癮, 也想來參一腳,甚至也想要大嫂一起來,但就是怎麼弄都上不來,哈。 後來我又打電話給他,他剛好在車上,他說回家後會馬上跟我聯絡,我來幫他解決。
結果到現在,他可能還沒有回到家,因為我還沒接到他的電話. 我的媽啊, 他公司離家可真遠! 人家何博士作飛機從台灣都回到美國5,6 天了, 他還沒到家.
不然就是他家的'馬'壞了, 可能是買到'跛腳馬', 不然他的'馬上',怎麼這麼慢.
還有可能是另一各原因, 他的'喜生'米堡, 真的很好吃, 生意好的不得了(我也常到costco買來吃) , 錢賺太多 , 數到現在還數不完. 說到這裡我就想起他說改天也要拿各2箱給我, 我看我先買匹好一點的馬送他, 否則要等這騎跛腳馬的'馬上' , 不知要等多久.
2007年8月27日 星期一
劉山東牛肉麵....好吃,star 推薦
2007年8月26日 星期日
巴菲特的建言
幾個同學都說好 就將他post 上來
There was a one-hour interview on CNBC with Warren Buffet, the second richest man who has donated $31 billion to charity. Here are some very interesting aspects of his life:
(以下摘錄自CNBC電視台對世界排名第二的富豪華倫巴菲特所做的一小時專訪,巴菲特目前已經捐310億美元給慈善機構,他對於人生的一些見解非常有趣)
1.He bought his first share at age 11 and he now regrets that he started too late!
(他11歲開始買了第一張股票,但現在還是很後悔說他太晚買了!)
2.He bought a small farm at age 14 with savings from delivering newspapers.
(他14歲時,就用他從小時候送報紙所賺的錢,買了一個小農場.)
3.He still lives in the same small 3-bedroom house in mid-town Omaha, that he bought after he got married 50 years ago. He says that he has everything he needs in that house. His house does not have a wall or a fence.
(他雖然富甲一方,卻仍然住在奧瑪哈小鎮的一棟三房小屋內,那是他結婚50週年後所買的房子.他說他們家什麼都有了啊! 他家甚至連圍牆或籬笆都沒有!)
4.He drives his own car everywhere and does not have a driver or security people around him.
(他都自己開車出門,也沒有請司機或保全人員跟著他.)
5.He never travels by private jet, although he owns the world's largest private jet company.
(他雖然是世界最大的私人噴射客機公司的老闆,但卻從來沒有搭私人飛機旅行過.)
6.His company, Berkshire Hathaway, owns 63 companies. He writes only one letter each year to the CEOs of these companies, giving them goals for the year. He never holds meetings or calls them on a regular basis. He has given his CEO's only two rules.
(他公司 Berkshire Hathaway,旗下擁有63家企業.他每年只寫一封信給這些企業的總裁,把今
年的營運目標告訴他們.他從來不曾定期主持或召開會議,他給這些總裁們的守則只有以下兩條
Rule number 1: do not lose any of your share holder's money.
(守則一:不要讓公司的投資人虧錢)
Rule number 2: Do not forget rule number 1.
(守則二: 不要忘記守則一)
7.He does not socialize with the high society crowd. His past time after he gets home is to make himself some pop corn and watch Television.
(他不太跟群眾交際應酬.下班後主要活動就是弄一點爆米花來吃吃,跟看看電視.)
8.Bill Gates, the world's richest man met him for the first time only 5 years ago. Bill Gates did not think he had anything in common with Warren Buffet. So he had scheduled his meeting only for half hour. But when Gates met him, the meeting lasted for ten hours and Bill Gates became a devotee of Warren Buffet.
(五年前世界首富比爾蓋茲第一次跟巴菲特見面,他覺得他跟巴菲特根本沒有什麼共同點,所以他只排了半個小時跟巴菲特會談.但當他們見面後,一共談了10個小時,從此之後,比爾蓋茲開始變成巴菲特的忠實信徒,獻身慈善事業.)
9.Warren Buffet does not carry a cell phone,nor has a computer on his desk.
(巴菲特不帶手機,桌上有沒電腦.)
His advice to young people:
"Stay away from credit cards and invest in yourself and Remember:
他給時下年輕人的建議是「遠離信用卡的物慾, 多投資自己並且牢記」
A.Money doesn't create man but it is the man who created money.
(錢是人創造出來的,但是錢不會創造人.)
B.Live your life as simple as you are.
(過你自己想過的簡單生活吧!)
C.Don't do what others say, just listen them, but do what you feel good
(別人說的話聽聽可以,但不一定要照做,做你自己覺得很棒的事.)
D.Don't go on brand name; just wear those things in which u feel comfortable.
(別走入名牌的迷思,穿你覺得舒服的服飾即可.)
E.Don't waste your money on unnecessary things; just spend on them who really in need rather.
(與其把錢花在不必要的事情上,倒不如把錢花在真正需要的地方.)
F.After all it's your life then why give chance to others to rule our life.
(總而言之,這是你的人生,幹嘛讓其他人來指揮你的人生呢?)
2007年8月24日 星期五
2007年8月18日 星期六
科技新知----紙電池 採用奈米碳管
Nanocomposite paper uses carbon nanotubes (black section) to create ultra-thin energy storage batteries and supercapacitors.
| | | ||||||||
科技新知....用水發動的汽車引擎可望成真
透過把水與一種鋁鎵合金(aluminum-gallium)的珠狀粒子相混合產生氫(hydrogen)的方法,美國普渡大學(Purdue University)一位電子工程學教授找到了一種汽油的替代方案。由於鎵在化學反應中不會被消耗,而鋁能被循環使用,此一發現可望使未來汽車引擎可用水取代汽油來發動。
普渡大學已為上述技術申請了專利,並獨家授權給位於印第安那州的一家新創公司AlGalCo。電子工程學教授Jerry Woodall是在實驗室中清洗一個含有液態鎵和鋁合金的坩鍋(crucible)時,偶然地擁有以上的發現。「當我把水添加到這個合金當中時,產生了一個猛烈的吹氣聲,」Woodall表示:「當液態合金中的鋁原子與水接觸時,它們之間發生了反應,使水爆裂開,並產生氫氣和鋁氧化物。」
Woodall表示,水燃料引擎要邁向商業化,還有一些製程上的瓶頸有待克服;不過他也強調,該技術最終可應用於直接燃燒氫的引擎,或是為氫燃料電池充電。Woodall也透露,上述化學反應不會產生有毒的副產品,一磅的鋁能產生2千瓦的功率;一輛行駛350英哩的汽車,將消耗約350磅、價值約60美元的鋁,而且化學反應後留下的氧化鋁還能被還原回鋁鎵顆粒物供循環使用。
| Water-fueled engine appears on the horizon | |
| R. Colin Johnson | |
| EE Times (05/16/2007 1:49 H EDT) | |
The discovery could lead to engines that essentially burn water, instead of gasoline, since the gallium is not consumed in the reaction and the aluminum can be recycled. Purdue has patented the process and has issued an exclusive license for it to an Indiana startup company, AlGalCo LLC. EE professor Jerry Woodall discovered the process in the lab by accident, while cleaning a crucible containing liquid alloys of gallium and aluminum "When I added water to this alloy, there was a violent poof," said Woodall. "When the aluminum atoms in the liquid alloy came into contact with the water, they reacted, splitting the water and producing hydrogen and aluminum oxide." Woodall claims that several industrial process problems need to be solved before the water-fueled engine can become commercially viable. But eventually, he said, it could be used both in engines that burn the hydrogen directly and to charge up hydrogen fuel cells. The reaction has no toxic by-products and can produce two kilowatt hours of energy from a pound of aluminum, said Woodall. For a 350-mile trip in an automobile, it would take about 350 pounds of aluminum at a cost of about $60, since the aluminum oxide left over after the reaction could be converted back into aluminum-gallium pellets for reuse. | |
2007年8月13日 星期一
If You Buy Only One Foreign Market ...
http://www.fool.com/investing/international/2007/08/10/if-you-buy-only-one-foreign-market.aspx
...The little dragon still throws flames
主題: 真的很美喔!
請點選下列網址,可讓心靈抒發得以慰藉 ( 請開音樂,彷若置身其中不可言諭)
潺潺流水: http://myweb.hinet.net/home8/kykg/river.htm
海濤澎湃: http://myweb.hinet.net/home13/leerosa/wave.htm
月圓人更好: http://myweb.hinet.net/home11/ysd1/moon.htm
山川之美: http://myweb.hinet.net/home6/don33/flying.htm
溫馨滿人間: http://myweb.hinet.net/home4/eimi/love.htm
落日映餘霞: http://myweb.hinet.net/home3/choh/sunset.htm
荷蘭景緻: http://myweb.hinet.net/home6/din88/windmill.htm
無邪童年: http://myweb.hinet.net/home4/hrt/angels.htm
絢爛華燈: http://myweb.hinet.net/home1/jolly7878/night2.htm
至愛寵物: http://myweb.hinet.net/home4/jolly3333/animal.htm
繽紛花兒: http://myweb.hinet.net/home6/chrisey/flowers01.htm
歐風村舍: http://myweb.hinet.net/home10/kee/cloud.htm
2007年8月10日 星期五
注意"老豆腐" 也升級為"宇宙超級"股市分析大師
至於我的心情, 若要我用一個字形容, 就是爽!...若是用兩個字來形容就是"很爽".....三個字來說就有點粗魯,叫"爽歪了!"....用四個字就好一點,我會說"龍心大悅" ...若再多用幾個字, 這就比較能符合豆腐的氣質, 我要說"你他x的, 你這小子, 這種稱呼也不會早點叫, 真是欠扁!".
好了爽夠了, 回到正題, 今天道瓊大跌387點, NASDAQ大跌56點, 我們之前提的 sandisk(代號 sndk,作flash) 及 cree (作 led )竟然還分別上漲了2.13%及1.46%, 難怪我們明炫兄會說 "不可思議".
這兩支股票我們之前在本部落格分析過, 都是未來幾年產業遠景非常好的股票, 尤其是 led 的產業更是不可限量, 去年全球最大的 led 公司是日本的日亞化 (nichia , 沒有上市,買不到它的股票) 營業額18億美元; 第二是德國的 歐司朗osram,6億美元; 第三, 美國的 lumileds(屬飛利浦集團); 接下來的第四及第五 cree 及晶電(2448)都是三億美元左右 ,不分上下.
這前5名中 歐斯朗及lumileds 都是光源供應商(非純 led公司), 最大的日亞化有80%是作led; 而 cree 及台灣的晶電都是百分之百做 Led, 且都是全部做上游的晶片(上游的進入障礙高, 最有價值,可享有較高的本益比).
至於做flash的sandisk, 我們上週五說過,三星(佔全球45%的flash)出問題, flash 會大漲, 昨天(週四)出來的三星flash合約價, 就大漲了25%. 據分析flash仍會缺個幾個月.
這兩檔都是不錯的潛力股, 尤其是在全球股市都近乎崩跌的情行下,還能上漲, 這就是強勢潛力股的訊號跟特徵.
只是我認為美國及台灣股市長線多頭不變,但中線(3到6個月)則不樂觀, 尤其現在次級房貸(subprime loan) 比預期嚴重 , 目前已延燒到歐洲及全球. 昨天巴黎銀行的三家基金還不准贖回, 歐洲央行還緊急提供約1300億美金支援,比911時的 700億美元,多了近一倍, 美國fed也提出240億美元;今天連日本央行,澳洲央行,...等都分別提出幾十億到近百億美元來解決信貸市場緊縮的風險. 另外還有日圓利差交易(yen carry trade)在添油加醋,....這就是我之前所擔心的, 從美國的線型看,道瓊跌破13,000的重要支撐 ,大概不可避免.
我們在7月29日說的 "我預估美股強勢整理的話會回到12,300到12,600附近(昨天8月9日週四收13,270), 若次級房貸及利差交易嚴重,那將回到11,600,那裡也是480天均線的位置,過去4年多來,以及在1990到2000年那波超級大多頭中,道瓊大拉回時,到那裡都是不錯的中期買點." 這個看法應不用改變. 所以明炫兄如果要短線獲利了結, 等到大盤落底再進場也可以. 不過要冒著好股票跑掉的風險, 或者有個幾元的差價就要隨時接回.
至於台股,我們之前說今年底前會到9,800, 已提早到了, 在同一篇文中也指出"我預估這波的修正要大約2到3個月的時間,低點約在8,400左右(有可能降到8,000點). 到時應是另一次賺錢的好買點."
原則上 ,這邊短線及中線(3到6個月)操作要保守,多留些現金, 長線則仍是多頭,好好等買點.
雲霄飛車
2007年8月7日 星期二
何博士8月19日(周日)回國 說要吃 noodle
在線上我們何博士說希望吃 noodle ,我想應是要吃'牛肉麵', 我們同學有沒有知道好吃的牛肉麵推薦一下. 我知道有一家位在'永康牛肉麵'旁邊的'張家牛肉麵',好像不錯. 之前在牛肉麵比賽後去, 看到有人在排隊就沒去吃. 結果買永康牛肉麵來吃, 吃到一半太鹹 , 就倒了. 有些媒體介紹的真的是名過其實.
不過在西門町峨嵋街8之1號,一條龍餃子館旁,有一家賣大腸麵線的'阿宗麵線',常常可以看到很多人在排隊 ,而且一堆人買了就站在騎樓或路邊大吃起來,小姐紳士也一樣. 何博士您看如何?...
各位其他同學, 請不要說我小氣,只想請他吃大腸麵線, 我可是有"很好心的"提議, 哈, 等我們何博士回國時, 我們去找 star,不要像我以前那們笨,都去他公司,要像石全,維治,明炫他們要去到他家裡找他, 都有'三井宴'吃, 哈.
也不知到,何博士他是真的不要, 還是怕麻煩別人, 還是台語說的'愛吃假客氣', 他竟然說不喜歡吃三井,要吃 noodle....這小子真是不知好歹, 這樣連我的三井宴也沒了.
2007年8月4日 星期六
sandisk : 1) 目標價被調高 2) 三星剛出問題
2. 一個多月前我們提到, 因為很多新的電子用品都要大量使用到 flash, 多數券商對sandisk都只看到50元附近. 當時我們就認為偏低,到時侯一定會調高目標價. 最近我看到一篇7月20日報導, 真的很多大券商都大幅調高其目標價到70元上下. 部分內容如下:
Citigroup boosted its price target on SanDisk to $71, from $62, Oppenheimer, $70, from $60, and Bear Stearns, $68, from $57. "We believe company has firmly established a cost leadership over competition - Samsung and Hynix over the past several quarters," wrote Oppenheimer analyst Vijay Rakesh. "Also we believe an insatiable appetite from Apple.
3. 今天(週五)下午, 聽到一位對半導體產業非常專業的朋友說, 三星在下午4點多發生小爆炸使的約9萬多片的flash晶圓片報廢(該公司應不會公佈此訊息), 若重新投產要2個月才會出來, 短期內flash 將出現供不應求的現象, 這對sandisk應極為有利, 有操作美股的同學,在此應可進一點(我擔心50元的價位短期內可能不會來),作短作長皆可.
2007年8月3日 星期五
2007年7月29日 星期日
長多依在 中線拉回整理




根據過去美國道瓊近百年來的走勢圖,可以看到總統大選的前一年及當年,股市幾乎都是上漲(見上兩圖,圖中的數字是選舉年),所以美股才有所謂的總統循環 (presidential cycle). 台股也有類似的情形,因此年初以來,就認為台股及美股到明年的總統大選前都將走大多頭, 尤其台股中長線的潛力更雄厚.
7月3日時,認為台股今年保守會到9,800. 沒想到7月26日(週四)台股就漲到9807,指數目標會這麼快就看到(見最下圖).
最近因為次級房貸( subprime loan )及日圓利差交易(yen carry trade)等問題造成美股及全球股市重挫,台股也快速拉回,兩天大跌600多點. 我預估這波的修正要大約2到3個月的時間,低點約在8400左右. 到時應是另一次賺錢的好買點.
美股方面, 這次的跌勢說明美股進入中期修正, 但長線多頭仍未走完, 我預估美股強勢整理的話會回到12,300到12,600附近, 若次級房貸及利差交易嚴重,那11,600,那裡也是480天均線的位置(見中間圖中的藍色線),過去4年多來,以及在美股1990到2000年那波超級大多頭中,拉回到那裡都是不錯的中期買點.
2007年7月27日 星期五
when the sky is falling...
[下午 08:02:40] wilburdu 杜 says: don't worry , man,.. we have joe and lonjoe, you're not the tallest one,ha
[下午 08:03:06] filterdoc.Chen says: lol
[下午 08:03:31] filterdoc.Chen says: pu thsi joke on theblog
[下午 08:03:46] filterdoc.Chen says: hehe
[下午 08:03:48] wilburdu 杜 says: oh, maybe you've to worry too
[下午 08:03:56] wilburdu 杜 says: ok, ha
Taiwan Women - 84.6 years
Their male compatriots fare less well, with a life expectancy of 79 years, second to Icelandic men at 79.4 years, the Health Ministry said.
Japan's women have topped the world's longevity ranks for 22 years, something researchers have attributed to their healthy diet and tight social ties, among other factors.
Improved treatment of the ageing population's three biggest killers -- cancer, heart disease and stroke -- has helped push life expectancy to record highs, a ministry official said.
After the Japanese, Taiwanese women are the world's second longest-lived at 84.6 years, then Spanish and Swiss women at 83.9 years, the report said.
2007年7月23日 星期一
3 must-have applications
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Advanced Diary is so much more than just a simple diary! The features of this program: rich text, password protection, ability to insert photos, and much, much more!
If you sit in front of the computer all day, this is a very useful program, just write down your thought or copy and paste what you found on the web, later on you can easily search it back by using a key word.
2007年7月22日 星期日
LA Mini Reunion











後續。。>>> 










