關於 提供total solution的公司 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
美國聯準會（Fed）在美東時間22日下午2時（台灣23日凌晨2時）宣布利率維持在趨近零的水準，但暗示升息可能會比預期來得快一些，同時也大幅下修今年的經濟展望。

https://udn.com/news/story/6811/5764746

🌻Adobe(ADBE)電話會議內容讀後感

ADBE前兩天發表財報了.

這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)

另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.

而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/

接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.

🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039

這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp

"《華爾街日報》的相關調查顯示，這家社交媒體巨頭心知肚明，其平台會傷害用戶，而且是以該公司常常完全了解的方式造成傷害。目前，全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安：據《華爾街日報》報導，Facebook的內部研究顯示，在報告稱有過自殺念頭的青少年中當中，有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"

另一篇相關新聞:
https://www.thenewslens.com/article/156683

"《華爾街日報》於13日揭露Facebook的XCheck系統，也就是內部系統中的VIP名單，數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"

"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統，即使發布明顯的不當內容，也不會立即被刪除。《衛報》報導，Facebook的獨立監督委員會表示，在閱讀該篇報導後，決定要審查XCheck系統，並要求Facebook對其進行報告與解釋。"

🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.

很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.

前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.

就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).

我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.

“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)

Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/

麻煩大家幫忙
留下優秀的一家人

他們來自波多黎各
父母親都是名校約翰霍普金大學的電腦碩士
(Master Degree in Computer Science - Johns Hopkins University at Laurel, MD)
他們著五個孩子，到全世界學習
Diego 17歲 Paula 13 歲 Alonzo 12 歲
Felizi 8 歲 Matteo 6 歲

八月，他們到了台灣
發覺這是一個非常適合的生活環境
有好的醫療、中文學習環境、電腦產業、和超好吃的水果
九月，Diego , Paula, Alonzo進入惠文高中寄讀
他們來了之後，學校形成一個很棒的英語學習情境
台灣學生都被迫用英文跟他們互動

星期五與台北歌德學院簽訂德國「PASCH夥伴學校」時
他們三個和學校弦樂社一起合奏卡農(見影片)
非常非常有教養的一家人

然而他們11月就必須離開台灣
因為他們來台灣的第五天
得到美國總公司的通知
他們收掉波多黎各的公司
爸爸Tommy失業了
所以這幾天，他在台中接一個英文家教
但經濟仍是問題

如果台中的朋友可以提供11月4日前的短期英文、西班牙文家教工作
或是提供長期電腦工程師的工作
麻煩和Tommy聯絡
以下是他的聯絡方式及完整資歷
(願意幫他們申請工作簽證更好)
他們很願意把台灣當成第二個家

PS
覺得政府說要把英文變成第二語言
最棒的方式是吸引國外的學生進入我們的校園
在人才即國力的年代
讓優秀的國際人才留在台灣
如果在台灣就有很好的英語學習環境
我們就不用一窩蜂跑到國外

聯絡TOMMY IRIZARRY-SIKES
Contact Information
Postal: Lane 400, Unit 11, Section 2, Nantun Road, Nantun District, Taichung City, Taiwan 408
Email: tirizar@gmail.com
Phone number: 0908 979 417
LinkedIn Profile: http://pr.linkedin.com/pub/tommy-irizarry/25/16/815

孩子的影片
Diego violin in a quartet:
https://youtu.be/ArkvU8Czmk8?t=37s

Diego violin Doble de Bach:
https://youtu.be/LYvnKwEueyA

Diego plays piano Clair de Lune:
https://youtu.be/CWCQMo5XJEY?t=14s

You can see some other videos in this YouTube channel:
https://www.youtube.com/user/tirizar/videos?reload=9

履歷
Summary of qualifications
Software developer for private industries and government agencies. Proficient web developer using classic ASP code, standard html, CSS and SQL Server for data storage. Web server administrator and SharePoint Power User.
 Android developer
 Certified Ethical Hacker
 Programming / Markup languages: HTML, XML, ASP, PHP, CSS, JavaScript/AJAX/JQuery, experience with Java, C++ and C.
 Mobile development: Java, Android, Android Studio.
 Technologies / Tools: IIS 6.0/7.5, SQL Server, Dreamweaver, Fireworks, Microsoft SharePoint 2007/2010, Microsoft Office suite including InfoPath, Access, Excel, Google Analytics, Google AdSense, Facebook Advertising, Microsoft SharePoint Designer, Inquisite Surveys.
Experience
Since November 2016-current
Enterprise Iron
Principal consultant – Web Developer
 Worked on the redesign efforts of the secure site for an international financial client. Applied responsive design principles using the Bootstrap framework while creating modular, reusable components of the code. Analyzed web page dependencies and identified legacy unused pages in the system.
Since November 2015-current
e-Nabler Corporation
Android developer – Professional Services Contract
 Developed Java code for the eMobilePOS and Tupyx apps for their Android versions.

Since October 2013-November 2014 TEK Systems
Web Developer / Web Master for the Department of Veterans Affairs in DC
 Continued supporting Veteran’s Affairs IT systems, including managing SharePoint 2010 systems and supporting databases. We identified issues with several databases including the management of IIS and SharePoint logs which were consuming many recourses and in a couple of occasions made the systems unavailable.
 Enabled and configured space monitoring tools in the SharePoint server farms.
Since November 2011-September 2013 Centuria Corporation
Web Developer / Web Master for the Department of Veterans Affairs in DC
 Developed a training registration web site that has been tweaked and used multiple times for different registration purposes, including new telephone system training, and scheduling software upgrades of encryption on laptops and upgrades to Apple Mac OS. The system uses a web front end and a SQL back end.
 Performed a routine web server maintenance tasks including monitoring traffic logs, identifying and archiving sites no longer in use, evaluating tools to assist in the management of the web server.
 Administered and migrated the FTP server from Windows 2003 Server / IIS 6 into Windows 2008 R2 Server / IIS 7.5. Configured new sites to support general operations within the VA Intranet.
 Maintained and enhanced legacy sites, modifying forms and reports in needs to be updated. This includes modification and creation of site in the Enterprise Content Management System used at the VA.
 Assisted other team members in various tasks including the creating or modification of surveys in the Inquisite system, and also the migration of some surveys into SharePoint, the modification of an Access application.
December 2001 – August 2011
Systems & System Software Solutions
Web Developer / Web Master for the Department of Veterans Affairs in DC
 Mr. Irizarry developed a web based application for the State Home Per Diem Office, which manages millions of dollars in payments to the state homes, to replace an Access database. The Access database was converted to MS SQL Server database and all data was migrated successfully. He created a web based interface using the standard VA intranet look and feel. He also developed a custom interface for each of the 3 roles (CBO, VAMC and VISN). Tools were built for the administrator to view current reports, view missing reports lists, and configure many parameters in the application. The VAMC report form was heavily automated using jQuery to perform auto calculations, increasing data validation and saving time to the users. After the application was launched users commented frequently about how user friendly is the new interface and about the time savings. Tasks that will take 2 hours to be completed now take 15 minutes. We have close to 12,000 reports in the system.
 There were various requests to the IT office for a web based training registration system of different types. Mr. Irizarry developed a registration system which was later used for the following projects: Take your child to work day, New Telephone system training registration, Laptop Hard Drive encryption software upgrade among others.
 Developed an alternate cascading style sheet for SharePoint 2007, converting the out of the box look and feel to the Department of Veterans Affairs standard website look and feel.
 After one of the VA’s laptops was stolen Mr. Irizarry worked to develop a Risk Assessment web based application. He created an Excel template which management will upload to an FTP server with information and details about remote employee access and the sensibility of the data accessed by those users. He also created VB Scripts to validate those Excel files an upload that information into an MS SQL database. Reports for upper management in Central Office were then created which prompted management to enforce stronger security measures, like hard drives encryption. In total more than 500,000 records were processed for the reports.
 Administration of IIS 6.0 web server and MS SQL Server databases used in our websites.
 Wrote migration scripts to move IIS 6.0 sites into a new IIS 7.5 server
 Designed, developed and maintained multi-tier applications for the Veterans Health Administration. Most of the sites access a MS-SQL Server database, use cascade style sheets and ASP server side processing. The sites were developed using Adobe/Macromedia tools like Fireworks, and Dreamweaver.
 Installed BlackBerry wireless email devices and trained users on the basic device usage.
 Web developer for the Department of Veterans Affairs. Redesigned and modified web pages to make them compliant with the Section 508 guidelines. Tested validation tools that verify if web pages are “Section 508” compliant. Section 508 are guidelines that must be followed by all government agencies and points to which government resources must be make accessible to people with disabilities, i.e. blind, deaf, etc.

November 1999 - December 2001
Compaq Computer Corporation
Consulting Associate II
 Design and develop the XOOB (Xevo out of the box) Web user interface. XOOB uses COM+, ASP, XML, XSL and JavaScript to provide a web user interface to the Xevo Workbench Platform based on the role associated with the user. Development was done using Visual Studio tools, IIS and XMLSpy.
 Develop Active Server Pages for the Helpdesk solution for the PrimusASP project.
 Design and code an ActiveX component that serves as the bridge between the Compaq ASP Framework and the Infranet billing system for Primus. Supported integration with other components of our framework.
 Design, code and troubleshoot software for the Primus ASP (Application Service Provider) project. Software includes a DLL and various VB programs that run as NT Services, which are key components of the Compaq ASP framework.
June 1998 – October 1999
National Security Agency
Computer Scientist
 Mr. Irizarry worked for as a software developer for the TOKENEER project. TOKENEER is a test platform for the integration of smart cards, biometrics (fingerprint, hand, iris and facial recognition) and a public key infrastructure. Development was done on Windows NT workstations using Visual C++ and Visual SourceSafe for source control. Mr. Irizarry used an SDK to capture and match fingerprints against a database of fingerprints. He also created software to created some statistics of “False Accepts and False Reject Rates” of the fingerprint. He also worked with other team members to identify which fingerprints characteristics could affect those rates. He then added error detection functions to the fingerprint recognition software to identify corrupted files of fingerprint images
 Conducted research for methods to add security services to an off-the-shelf computer.
 Developed C code to process fax data on an UltraSparc/SunOS station.
 Wrote software to generate a daily report of traffic load in a telephone switch by analyzing the switch logs.
Education
Certifications:
 Certified Ethical Hacker – 03/28/2014
Master Degree in Computer Science - May, 2001 Johns Hopkin

創新 永遠是王道

這次訪問矽谷，行程安排得非常緊湊，加上每天晚上的餐敘會談也都非常熱絡欲罷不能，很有矽谷創新家的熱情，讓我無太多餘暇能做紀錄，只好先快速將幾個特色記下來。

(8/5)下午參訪的這家新創公司我一定要先提一提。公司名稱是 Luxul，名字看起來很炫，但她卻是一家貨真價實從台灣新創的公司。能去參訪要特別感謝舊金山科學組汪庭安組長的推薦和聯繫。我跟汪組長拜託說，我想藉這次帶領台大團隊訪問矽谷的機會，去看一兩家最新興起的新創公司。一開始汪組長跟我提說希望安排看一家做LED 燈的新創公司，我還有些猶疑。因為LED產業，在台灣或亞洲，已經是非常競爭的行業，怎麼可能有新創機會? 更何況是在以創新聞名的矽谷。但我跟汪組長認識多年，很相信他的判斷，就一行數人浩浩蕩蕩地開進Luxul。

一到公司，創辦人潘政宏執行長已在門口迎接我們，才知他是我當年在台大指導過的學生。前排幾間是很樸實的辦公室，但轉往會議室時，一開門，迎面而來是挑高三層樓高的組裝工廠，熟悉的台式生產工廠，焊接、組裝、檢驗、品管等清晰的生產線，穿梭其間的卻全是美國當地的工人。潘執行長很熱情的介紹公司產品及經營策略。Luxul 做的確實是現在很夯的 LED 燈，但卻不是我們熟悉的 LED燈泡，而是一般辦公室的 日光燈式燈管。中間最大差別是，一般日光燈管有起動器、穩壓器等，如果想要設計出能在舊有燈座上直接替換，有非常高的技術難度。但正好創辦人潘政宏博士是IC設計出身的電機系專長，也熟悉台灣硬體工程能力，使 Luxul成為全世界第一家能生產製造可直接抽換日光燈管的LED燈供應商，又一個台灣之光!

當天著名矽谷創投鄭志凱先生也在場作陪，義隆電的投資代表翁嘉盛先生也在，他們都是我熟識的朋友，都早就看到Luxul的潛力和價值，成為早期天使投資者。在聽完潘執行長的簡報後，更讓我覺得創新的重要。Luxul的特色是:
1. 勇於挑戰沒人做的題材；以LED燈取代日光燈式許多人的夢想，但技術上難度很高，領導廠商都不願意、或不敢投入。但Luxul勇敢挑戰創新!
2. 勇於嘗試完整解決方案(Total Solution): 潘總說，最早他也是以做驅動IC為切入點，後來發現必須直接貼近客戶，才能看到並解決真正的問題，並看到不能只做零組件，必須勇敢提供完整解決方案，才能掌握價值鏈。
3. 掌握時代趨勢:美國經過去數十年的外包策略後，製造業大量外移，國內製造萎縮、工廠荒廢、一般工人沒有工作，美國社會普遍產生對美國製造( Made in USA)的期盼和愛國情節。因此潘總毅然決定反向操作，研發在台灣，善用台灣這些年培育的優異研發工程師以及硬體實力，生產製造則在美國，善用社會期待、當地工人、以及所有空閒的製造資源。尤其他強調因為在台灣研發設計，所以零件都產自台灣，又是美國製造，美國社會各界的接受度非常高，任何行業的需求都跑來。

在短短一個半小時的訪問中，感概很多，以上的特色，一般聰明的台灣廠商或工程人員應該也都看得到，但在台灣的代工思維太強烈，也太容易一下子爆發大營業額，讓許多人就算看到機會，也錯身而過。我一直在許多場合強調 Total Solution 的重要和價值，Luxul 做到了，他們現在掌握的是每年光在美國就有大約 20 億根等著汰換的日光燈管，每年上看400億美元的營業機會。這樣成功的經驗，真值得台灣的電機電子領域菁英學習，電機電子領域還有太多可以改變世界的創新機會，希望我們的年輕工程師們能勇敢挑戰創新，讓台灣能持續以科技創新貢獻給社會!

公司簡介
智慧貼紙股份有限公司（Smart Tag Inc.）正式成立於2020年3月，由創辦人/CEO張焜傑與其他四位共同創辦人一同經營，為各行業提供工業4.0無痛升級方案– Smart Tag解決方案，包含軟硬體技術。由軟性電路板黏貼至機器表面，進行多點位資料蒐集，例如：震動、溫度以及濕度等紀錄，再串接至客戶端系統或者上傳雲端數據中心，藉由機器學習及數據模型進行分析，預測機器的運作模式，將由智慧貼紙解決工廠產能及良率的問題。

Smart Tag helps clients to upgrade their manufacturing lines, or machines immediately with minimum learning cost and high ROI. We’re providing a total solution for the manufacturing industry, which includes both hardware product and software as a service. For the hardware part, Smart Tag is our core technology- thermal thin film PCB, the most flexible PCB ever. The main purpose of this Smart Tag is monitoring, collecting and uploading data onto our cloud platform- the machine learning platform via Bluetooth gateway..
With this machine learning mechanism, when continuing monitoring the vibration, this platform can easily predict and detect the “danger zone”, which means the timing that the machine/production line needs to be maintained or be fixed. Or, companies can also forecast the quality of the products, based on these dataset.

公司網站
http://www.smarttag.tech/