It takes a leap of faith to see the future of Adobe with plunging revenue in consecutive 5 quarters but stock price increases almost two-fold in the same time. Adobe boldly adopted a cloud on-line subscription to replace traditional fixed packaged price. It takes a lot of guts and determination to do this switch-over. What it impresses me is the PR drive from Adobe to pitch this pricing strategy to its customers with, e.g., a lot of light-hearted YouTube videos. If government in Taiwan could launch a massive PR drive for the Cross-Strait Service Trade Agreement (服貿) several months ago, probably acceptance rate might be much higher than it is now.
http://www.economist.com/news/business/21599370-adobes-bold-embrace-computing-cloud-should-inspire-others-super-subs
Saturday, March 29, 2014
Thursday, March 27, 2014
Interview of Drew Faust
Tonight's Charlie Rose Show interviewed Harvard Uni. President Drew Faust. I have seen her interviews several times and was impressed by her articulation and her vision of higher education, especially her dedication of leveled playing field in access to college education. I start to feel that probably a general-discipline university should not elect a president with highly acclaimed prestige in a narrow and esoteric field, rather, a president with liberal arts background (Faust herself is a historian) may have a broader mind and have a better vision for leading a university.
Saturday, March 22, 2014
競爭的殘酷
不清楚服貿的實質內容但相信服貿是一個強化和強迫競爭的催化工具。在美國這麼多年,經歷了無數次10%到35%的公司解雇,強烈地感覺到在無憂無慮的環境下生存,第一,這是奢想。第二,這只會讓自己前進的速度變慢。游泳時,旁邊泳者速度和自己差不多時,潛意識速度會加快些。開會時,別人侃侃而談時,潛意識就會注意到如何吸取對方的長處。真的無法和對方並駕齊驅時,也應該在自己還有利用籌碼和利用價值時,為自已爭取最大的利益,為下一步的競爭做最有利的準備(雖然人類的安逸本性永遠會抗拒這種想法) 競爭很殘酷,有人獲利,有人受害。新興國家的崛起,使得美國的低技術(高中畢業)的中產階級已蕩然無存。全球化和自動化已不可阻擋,資本和技術正吞食和改變全世界每一個國家的社會結構。抗拒競爭,永遠不可能有完全勝利者。如何強化一個國家的競爭優勢,是最艱困和最重要的當務之急。不可能有一蹴而成的 silver bullet 來提升競爭優勢,但討論競爭和思考如何制定政策才會使競爭對社會結構的衝擊降到最低,總比花全部時間來抗拒競爭要付出的代價低一點
Thursday, March 20, 2014
Vanishing customer representatives
In the future, all the customer representatives will be laid off. Today, we missed a Fedex package delivery. When I called Fedex, I only talked to computer (all voice communications). I asked computer to redirect our package to the nearest Fedex office and, when the redirected package is ready, computer will be instructed to call my specified phone number . It is just like talking to a human being. The "Second Machine Age" has already engulfed our life and the job market crunch will be worse rather than better in the future.
Wednesday, March 19, 2014
New guard or old guard
New guard is always more prestigious than old guard? Obviously, I am an old guard. I wrote many codes but have no idea how to write web app codes even API is readily available for anyone. All you need when writing apps is just "innovation" and do not need to do any meticulously algorithmic implementation as do by old guards. Silicon Valley is full of new guards du jour. Yet if new guards only want to have innovation and pat solutions to the complex problems with no intention to tackle game-changing challenges such as energy exploitation, souped-up IT infrastructure or drug research, do we need so many new guards?
Silicon Valley's Youth Problem
Silicon Valley's Youth Problem
Sunday, March 16, 2014
No IT info is airtight
Credit card information stored in any company, big or small, is still very precarious as evident in the cyber-theft from Target late last year. It was done by just a small-time Ukrainian with less-sophisticated malware. The malware was detected 2 days before cyber-thief could transfer 11-GB information out of Target servers. However, due to turf fight, Target did not do anything. Now, you can spend from $6 (for gift card) to $200 (American Express Platinum) for the stolen credit card information inwww.rescator.so (though a login is required) issued in your local area. (So, you can "enjoy" a binge shopping probably within 6 hours before banks raise red flags.)
How Target credit cards were stonlen
How Target credit cards were stonlen
Saturday, March 15, 2014
Contents drive up hardware revenues
The success of GoPro camera always made me flabbergasted. Even Foxconn(富士康) invested $200M in this company. The soaring revenue of this company is the perfect example of "using content to drive up the sale of hardware" which happens to be the predicament of most of the Taiwan's companies. This video camera can be attached to your body and records all the actions of your surfing, your biking, your flying or any adventures. The video contents can be very gripping and can go viral in YouTube. That is, these popular video contents uploaded by customers are the free advertisements of GoPro cameras. Again, contents drive up the sales of hardware which is the most difficult part for many Taiwan's hardware companies.
http://www.businessweek.com/articles/2014-03-13/gopro-nears-ipo-as-hybrid-media-company-videocam-maker
http://www.businessweek.com/articles/2014-03-13/gopro-nears-ipo-as-hybrid-media-company-videocam-maker
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