2008-12-31

alone VS lonely


Reference : LiveABC電子報
Preview Test :

1. Max is divorced and lives ___________ (alone/lonely).
2. Since her husband died, she has lived a(n) ___________ (alone/lonely) life.






Key :
















alonelonely
使用情境強調沒有旁人的獨處,可做形容詞副詞強調心裡孤獨、寂寞的感覺,形容詞


Example:
 
 When the lights went out, he was all alone in the dark.
  燈光熄滅後,他一個人獨自在黑暗中。
  
 I think Lee wants to be alone for a while; let's go.
  我想李想自己獨處一會兒;我們走吧。
 
 If you get lonely in your new place, give me a call.
  如果你在新地方覺得寂寞的話,打電話給我。
  
 The caged bird looks lonely; you should get him a mate.
  那隻關在籠中的鳥看起來很孤單;你該幫牠找個伴。






Answer: 1. alone 2. lonely







2008-12-23

all ready vs. already

資料來源 : LiveABC電子報

Preview Test : 
1. Phil was ____________ (all ready/ already) to go when the phone rang.
2. When Maxine got home, dinner was ____________ (all ready/ already) prepared.

 


 


 


 


 


說明 :    





















all readyalready
使用情境完全準備好了已經
位置be 動詞之後be 動詞之後或一般動詞之前


示範句:
 The food was all ready, so we were able to eat right away.
  食物全都準備好了,所以我們可以馬上開動。
  
 The children are all ready for school.
  孩子們都準備好要去上學了。
 
 Denise is already an hour late.
  丹妮絲已經遲到一小時了。
  
 I already said that I am not hungry.
  我已經說了我不餓。


 


 


解答: 1. all ready 2. already





 





[作品] The causes of the poisonous Chinese milk

前一陣子得知CNN雜誌在徵稿


因此就將writing的東西 再包裝之後 丟過去


非常幸運地  編輯通知我 即將在2009年2月刊登我的作品


對我這個英文超弱的人來說 簡直是超級的鼓舞阿~



==========Content=============  


The causes of the poisonous Chinese milk powder


        When we refer to China, we always think of adulterated foods. Recently, one of the most serious news is about the poisonous Chinese milk powder. According to the reports, Chinese milk powder, which contaminated with melamine, has sickened 1,253 babies, and 2 babies even have already died. Those milk powder manufacturers in China blended melamine into milk powder because they wanted to increase protein content in milk powder to pass the examine. It is illegal, but it seems to be a common custom in Chinese milk powder manufacturing. Why did they do this kind of harmful action without any qualm? The author of this writing will tell you his own opinion about the causes of the poisonous Chinese milk powder.


        Firstly, the Chinese had experienced the Culture Revolution. After the Culture Revolution, they have lost some conscience and have not known what is right or wrong. When they face the dilemma of gaining filthy money or being defeated because of doing right things insistently, they often choose gaining filthy money. For example, if you are a herder, you find other herdersproduction of milk is more than yours, and their cost is lower than yours because they added some melamine. Hence, if you do not do that, you can not provide production of milk as much as they can, so you will lose the competition finally. In this situation, maybe you choose gaining filthy money like others. Therefore, people always say Chinese companies are notorious for their greedy for money.


    Secondly, there is more and more demand for milk powder in China this year. One cause of the soaring demand is about the population. This year, there are more and more newborn babies born in China because they believe this year is the golden pig year. The more newborn babies stands for they need the more demand for milk powder, but in fact, the supply is not enough. Hence, in order to increase the production of milk powder, those unworthy merchants come up with the ways adding melamine into it. The more demand for milk powder they need, the more melamine they add. Finally, this matter was happened.


        The author believes that this matter will have been happened on and off from the past to the future because the greed has become the Chineses culture. Most Chinese companies are greedy for money, so they care money much more than peoples health. Once, demands of whatever products increase, they always have the ability to come up with the tips about how to produce more products with something illegal. As you can see, their greed is the main reason for this matter, so if they do not change their mind, this kind of things will be happened again and again.


[作品] 人生必讀哪三本書?

前一陣子投稿 全國教師協會的活動


活動主題是 人生必讀哪三本書?


結果居然上了 真是有夠幸運


以下是內文


===========內文開始============




如果有人問我:人生必讀哪三本書?我必定不假思索答道:


1. 如何閱讀一本書


2. 邏輯思考的技術


3. 金字塔原理:思考、寫作、解決問題的邏輯方法


選擇這三本書的理由是因為其組合剛好是一個「Inputprocess and output」的知識學習歷程。


首先,我們必須先學習讀書的技巧與方法,以便個體接收外界的資訊;再來透過邏輯性的思維、篩選資訊內容並加以組織、內化成自己的知識;最後經由更為周密且具邏輯、結構化的寫作歷程,以表述自我想法。


當然,人生要讀的書絕不止於這三本,所謂「給他魚吃,不如教他如何釣魚」,體認知識獲得的過程,掌握良善的技巧與學習方法不僅有助於轉化成個人的知識,還進而產生思想。


這些技巧若能掌握,在求知的道路上應能無往不利。


學習英文的免費資源

學英文必須持之以恆


每天都必須接觸它 碰它 當成生活的一部份


恭爵整理了目前網路上相關的網路資源


誰說免費就不是好東西 好好享受他們吧~



1. 字典



  • Farlex Online Dictionary


          http://www.thefreedictionary.com


          英文字典的發音有美英兩式發音



  • 韋式字典


          http://www.merriam-webster.com/


          美加老師推薦



2. 聽力



          練聽力必備



  • 看電影學聽力


          http://www.english-trailers.com/index.php


        用電影的預告片來練聽力,有ClozeScript可使用



  • 大陸整理的聽力資源


          http://www.listeningexpress.com/



  • 相似音組練習


                http://www.manythings.org/pp/



  • 看Youtube學英文


       http://www.wretch.cc/blog/yyteacher


         此blog幾乎都是截取youtube上的影片 並附上script


       還有分困難度 所以學習起來相當有趣


 




3. 會話



  • http://www.englishbaby.com           

     


    每天都有新的對話內容可以學習 對話內容都是美國人的生活 裡面也有聊天室 可以進去聊聊英文



     




4. 主題



             BBC上有許多單元可以學英文 恭爵推薦News 跟 6-minutes



             這裡可以學到很多自然,科學等東西 每天一小段 內容不會太長



             VOA 速度慢但非常清楚, 每天都會主題 用字不算太難 非常推薦



             之前跟朋友組讀書會時 朋友推薦給恭爵的網站 每星期兩篇文章 除了文章外 還順便練到討論,聽力,Cloze



        CNN Students News 有影片, script最後還有問題可回答 恭爵非常推薦



5. 線上文章



  • 經濟學人


          http://www.economist.com/



  • 紐約時報


          http://www.nytimes.com/



  • Knowledge@Wharton


          http://knowledge.wharton.upenn.edu/



  • 美國商周


         http://www.businessweek.com/



  • 華爾街日報評論


         http://www.opinionjournal.com/



  • 普利茲新聞獲獎作品


           http://www.pulitzer.org/



  • Chinapost


          http://www.chinapost.com.tw/



  • Newsweek


          http://www.newsweek.com/



  • Times


          http://www.time.com/time/



  • TaipeiTimes


          http://www.taipeitimes.com/News/



  • Yale Global


          http://yaleglobal.yale.edu/index.jsp


2008-12-22

New attitude to learn English

[2008/12/20] Today, I went to the Trinity in Taipei. I attanded the I2-reading class. The teacher of this class was Stewart. First, I entered to the classroom, and he asked me that why I went here to learn English? I responded that because I wanted to learn the more in English. Then, He asked me that why you wanted to learn more? Anyway, he used this way to check my purpose. At the end of the day, my purpose is to earn the more money.


Then, he shared what attitude is a good attitude to learn English. He said that we should put English in our daily life. We should think in English, we should talk with English, we should do anything with English. I know, this thought sounds crazy, but I would try it. Next, I could write the diary to note some special thing here.


今天第一次上驅勢Stewart的課

今天第一次上驅勢Stewart的課


首先 他要我們確認我們學英文的真正目的


呵 他有點像面試官 針對你的問題 不斷的往下問


逼你做出選擇或決定


anyway , 說到底 學英文的目的就是為了錢


為了更高的pay 所以學英文來投資自己


ok, 目的確認之後


接下來 他分享他所認為的學英文的正確態度


1. 學語言是門藝術 而台灣人以科學的態度來學習


2. 要自然而然 整個生活都是英文 變成生活中不可或缺的一部份


3. 丟掉自尊 勇敢的在大庭廣眾下說英文


4. 不要怕出錯 因為學英文本來就是個try and error的過程


    經由不斷地接觸 不斷地改進 才是真正的進步


 


 


 


2008-12-21

小小大星球 入手!!!

小小大星球 入手!!!


之前從CNN的報導中就知道LittleBigPlanet了


那時就很想玩看看


後來資訊展跑去試玩了一下 真的不賴ㄟ


後來就買啦


買來玩了幾天 的確很讚


不過 網路連線遊戲都一直無法連線


或是建立失敗


唉 我很想跟別的玩家一起同樂阿


2008-12-02

No Try No Success

    Tonight I want to share one of my favorite sentences. This is that “No try no success”. It is very simple, but it is also very hard. What am I talking about? I mean that the meaning of this sentence is very simple, but in fact, how many people can do it easily. I guess that maybe just few people who are really successful can do it. For example, if you have one grand goal which is very hard to achieve, but it is too difficult, so maybe you feel frustrated, maybe you want to give up this goal. Remember, once you give up it, you will never achieve it. Maybe you can do it, but if you do not try it, you never know whether you can do it or not. Sometimes your limit is not your real limit. It is all about your mind, it is up to you. Do you know the slogan of Adidas advertisement? “Impossible is nothing.” It is up to you.
 


    Next, I want to introduce another sentence which Kevin Lin said. Do you know Kevin Lin? He is the most famous marathon runner in Taiwan. Last year, he ran cross the Desert Sahara. This year, he led his team to attend the “Polar-Challenge Game.” It’s also a hard work right? But he said “Sometimes you feel afraid, it is ok, you just make your body do it first, and then your mental courage will be coming soon.” I totally agree his thoughts. You could feel afraid, but you have to force yourself to overcome it. I am very impressed by these sentences, so I share them to you. Remember “No try no success “.


人生必讀哪三本書?


機智對答活動()


 


如果有人問你:人生必讀哪三本書?


你要怎麼回答得巧、回答得妙呢? 限300字以內喔!


 


對答截止日期:971220(星期六)


獎品:「就是愛寫作」書籍一本


 


說明:


1.感謝時報出版社贊助,自即日起,我們將每月推出「答錯不罰」機智對答活動。


2.請將您的答案寄至教學研究部信箱:apple.a092901@msa.hinet.net
3.
我們將從中選出至多十篇機智對答與讀者分享,對答獲刊登者將可獲得「就是愛寫作」書籍一本。
4.
我們將於1223(星期二)於本會電子報上刊登獲選者答案。時報出版公司將於1231前將書籍寄出。


 5.12/14 朱天衣等「拉高作文力.就是愛寫作】免費講座開始報名!


報名網址http://www.readingtimes.com.tw/timeshtml/promote/speech081214/index.html


 


 


======================


 


我已經想好一些idea了 有空把它實作出來吧



2008-11-25

One of my scary experience

      Everyone has something he fears for, and I have, too. Usually, I believe the science more, but in fact, I fear this thing which is not existed in science. That is ghost. I will tell you one of my scary experiences, and this is why I fear the ghost.


        There was, I remember when I was a junior high school student, I met the ghost. At one night, I went to bed as usual, and went to my dream soon. Suddenly, I waked up. I felt cold and started to tremble. This cold is not the general cold. It is totally different. I felt cold from my head to my feet. Besides cold, I couldn’t do any moving, I tried to move my arms, hands, and body, but they didn’t work. I could just open my eye, and I saw some shadow jump up and down on my body. At that time, I was conscious of this is the thing people call it the ghost press you in the bed. This is the term the Chinese call it. Then, I felt afraid, so I tried to chant incantations about the Buddhist saying as usual. I wanted to banish this ghost as soon as possible, so I chanted incantations so quick, and didn’t stop, but it didn’t work. In addition, I thought the action I chant incantations maybe anger it because I felt harder and harder. Suddenly, I heard something which is very weird. I heard this ghost told me something. It said “Xi Xi Xi, do you know why chanting incantations doesn’t work? This is because the god’s eye is covered from dust. ” Indeed, at that time, my family worshiped the one god in my home. Finally, I forgot how to stop this situation, but I just knew I jumped to the bed suddenly. Then I ran away from my room, and went to my brother’s room because, at that time, I thought that more men are safer.


        During this experience, I started to believe the ghost is existed, and I started to avoid something maybe contact with them easier. But, when I was in senior high school, I even went adventuring in tomb with a group of my friends. Maybe I overcome the ghost just by a lot of people.


One of my embarrassing experience

    You see that I stand here, and share my story. You must think that I like English in my whole life or I am good for studying English, but in fact, I hate studying English before, and my English grades are also poor before. You must be so curious why I am here, why I am here to tell you of my story. It’s all about one of my embarrassing experiences. Let me tell you what’s happened in this embarrassing experience.


        On July 14th, 2005. I attended at the international conference about AI in Hong Kong. Before that date, my professor had asked me to present our research on this conference unfortunately by using English. My English level had been poor in that time, but I still had wanted to try it. On that day, when I reached the conference place, I felt shocked. It was in the 5-star hotel near the harbor. The view was very beautiful, but I was not in the mood to watch this beautiful scenery, because I was a little nervous. I worried about I didn’t memorize my script, and I worried about if somebody asked questions to me, but I couldn’t answer them. Then, I entered to the session room where I will present in. I felt shocked again. It was so big. I guessed maybe there were 80 to 100 seats in this room. At that time, I felt the more nervous because I was afraid that I will do something wrong later. Eventually, my time was coming. I presented my research well. After presenting, I was a little happy that I didn’t do something wrong, but the happy time was not too long. After presenting, it was the Q&A time. It was just a hard time. I remembered that a Taiwanese professor asked me the first question, but in fact, I just understood half about his question. I tried to explain my conclusion, but I knew I couldn’t solve his question. Next, an Indian asked me the second question, and this time was awful. I totally couldn’t understand what he was talking about. At that time, I started to felt embarrassed because it was like a stalemate. We couldn’t communicate with each other. Next, a Japanese tried to ask me slowly, but I still couldn’t understand his question. At that time, I felt other audiences must believe I was a fool, and why my English was so bad. I thought this, and felt embarrassed a lot. This was my first time I thought my English was really poor.


        Retuning to Taiwan, I started to accept learning English, because after this experience, I knew having a good idea is not big deal, and the most important thing is you know how to pass it to others. Therefore, this embarrassing experience changed me, and this is why I am here.


The Taiwanese are crazy for “The Cape No.7”

    Have you ever watched the hottest movie, The Cape No.7, which made the Taiwanese crazy? Have you noticed almost all people around you are talking about this film? Have you found almost news, TV programs, and radio programs are discussing it? Indeed, recently, it is the hottest movie in Taiwan. The sales of box office in all Taiwan earn more than 4 hundred million NT dollars, and it is also the 2nd in the box office chart since the beginning of record history. Especially, this movie is a domestic one. It is very rare to see the domestic movie become so popular, and make the Taiwanese crazy, but this movie gets it. Why is this movie so successful? I think this question is also a question for many readers.


        In my opinion,”The Cape No.7” seizes 3 factors, funny, having feeling, and web marketing. First, it is really funny. The director, Mr. Wei, designed many ideas to make audiences laugh, and indeed, he got it. He made almost every audience give a hearty laugh in the movie theater. In addition, recently, it was the bad time for the Taiwanese because of the bad economy and the bad stock market. They were not happy, so they wanted to do something to relax. This movie just made them happy. Second, this movie is similar to our usual life. For example, in south of Taiwan, the police allow the residents riding their scooters without helmets. Many situations are similar to the Taiwanese’s life, so they have the feeling that it is a story close to them. Third, this movie is advertised by using web marketing a lot. Now, it is a web 2.0 periods, and online users have the ability to affect each other. Therefore, this movie company focused on web marketing. They hired some people to criticize this movie in good things on the Internet, and those articles attracted some people to watch it and posted their opinions on the internet. Then, the more people were attracted to watch it because of those many opinions. This is the power of the web 2.0.


        I have watched this movie. I think that this movie is a good one, but in fact, it is not very excellent. I believe some domestic movies are better than it in the context, but this movie indeed broke the record in the Taiwanese movie history. It is not on the top, but it makes us laugh a lot, and it touches our heard deeply. The most important thing is that this movie represents the domestic movie market. We should support them to make more Taiwanese directors create more excellent domestic movies, and go out to the international movie markets. Have you watched”The Cape No.7”? If your answer is no, just go ahead and watch it.


The causes of the poisonous Chinese milk powder

    When we refer to China, we always think of adulterated foods. Recently, one of the most serious news is about the poisonous Chinese milk powder. According to the reports, Chinese milk powder, which contaminated with melamine, has sickened 1,253 babies, and 2 babies even have already died. Those milk powder manufacturers in China blended melamine into milk powder because they wanted to increase protein content in milk powder to pass the examine. It is illegal, but it seems to be a common custom in Chinese milk powder manufacturing. Why did they do this kind of harmful action without any qualm? The author of this writing will tell you his own opinion about the causes of the poisonous Chinese milk powder.


        Firstly, the Chinese had experienced the Culture Revolution. After the Culture Revolution, they have lost some conscience and have not known what is right or wrong. When they face the dilemma of gaining filthy money or being defeated because of doing right things insistently, they often choose gaining filthy money. For example, if you are a herder, you find other herdersproduction of milk is more than yours, and their cost is lower than yours because they added some melamine. Hence, if you do not do that, you can not provide production of milk as much as they can, so you will lose the competition finally. In this situation, maybe you choose gaining filthy money like others. Therefore, people always say Chinese companies are notorious for their greedy for money.


    Secondly, there is more and more demand for milk powder in China this year. One cause of the soaring demand is about the population. This year, there are more and more newborn babies born in China because they believe this year is the golden pig year. The more newborn babies stands for they need the more demand for milk powder, but in fact, the supply is not enough. Hence, in order to increase the production of milk powder, those unworthy merchants come up with the ways adding melamine into it. The more demand for milk powder they need, the more melamine they add. Finally, this matter was happened.


        The author believes that this matter will have been happened on and off from the past to the future because the greed has become the Chineses culture. Most Chinese companies are greedy for money, so they care money much more than peoples health. Once, demands of whatever products increase, they always have the ability to come up with the tips about how to produce more products with something illegal. As you can see, their greed is the main reason for this matter, so if they do not change their mind, this kind of things will be happened again and again.


2008-09-21

The more exercise you do, the healthier you are

    The more exercise you do, the healthier you are. This is a common sense everybody knows, but how many people do exercise? People in Taiwan usually spend so much time for working that they can not do any exercise. This article will tell you why you have to do exercise.


    Why you need to do exercise? Firstly, according some research, doing more exercise can improve your metabolism. If your metabolism is as better as athletes are, you will not be as fat as the fat. We all know the fat are much times as unhealthy as healthy people, so the better metabolism you have, the healthier you are. Secondly, you have to release your pressure after a full day of working, so what you do best is doing exercise. People said doing exercise can help you feel refreshed and come up with more solutions. If you always work hard all day, you will lose your health, so you have to relax by doing exercise. As you can see, if you hope you are getting healthier and healthier, you need do exercise as a healthy life.


2008-07-29

經理人月刊200807筆記-邏輯思考

經理人月刊200807筆記




1.      大前研一的4個思考訓練法


(1)    用英文表達想法


意外地產生新構想


(2)    坐在車子左側靠窗


刺激右腦


(3)    閉眼行走


刺激大腦中平常沒使用到的地方


(4)    逆向做筆記


刺激大腦各種不同的部位


        論:多嘗試新鮮事來刺激大腦




2.      5W2H


(1)    Why


為什麼要做這項任務?


(2)    What


這項任務的內容是什麼?


(3)    When


何時開始實施?


(4)    Where


在何地實施?


(5)    Who


由誰來負責?


(6)    How much


成本預估為多少?


(7)    How


如何做?




3.      MECE


全名:Mutually Exclusive & Collectively Exhaustive(互不重複、全無遺漏)


MECE是一種集合的概念,將現有資料當成母集合,思考如何將母集合切割成完全沒有重複及遺漏的子集合。換言之。MECE是將某件事拆解成彼此沒有重複且完全沒有遺漏的組合,以掌握這件事的整體關係。




4.      So WhatWhy So


(1)    So What


      從整體資料或經過分類整理的內容中找到可能的答案。


(2)    Why So


針對So What的結果,再去追問為什麼是這個答案,並以手邊資料做進一步的驗證。




5.      推薦的邏輯思考書籍



(1)    『邏輯思考法圖解』


       難易度:* 


作者:西村克己


簡述:圖解基本思考術,入門書。 



(2)    『新企業參謀』


難易度:**


作者:大前研一


簡述:利用主題樹將大問題切成小問題。


 


(3)    QBQ!問題背後的問題


難易度:**


作者:John Miller


簡述:利用有技巧的問話,找出問題背後的原意。


 


(4)    『邏輯思考的技術』


難易度:*** 


作者:照屋華子、岡田惠子 


簡述:MECE 和 「So What/Why So?」



(5)    『金字塔原理』


難易度:*** 


作者:Barbara Minto 


簡述:主題樹



(6)    [心智圖練習簿』


難易度:*** 


作者:片岡俊行 


簡述:心智圖


2008-07-17

投資秘密

[別被那些死多頭的媒體大師榨光你的口袋了]

晚上看到新聞哇哇哇上的**團隊的張先生與房仲業的彭先生,,以及出貨週刊的盧小姐,還在鼓吹房市股市的多頭大夢,站在他們的出貨與利益立場,當然這些人會看多,況且講些多頭的話相當討喜....不像我,當一隻烏鴉,救不了幾個人,卻顧人怨到連新書都賣不出去

        美國7月密西根消費信心56.6,近28年來最低水準。美國景氣正式步入蕭條。請注意,我不是用衰退,我是用蕭條

        以色列準備攻打伊朗?紐約原油飆至146.90美元,創歷史新高。誰說通膨受到控制,我估計這波惡性通膨至少還要持續半年以上。

        財務困境引發恐慌 Fannie與Freddie股價開盤大跌45%.....再一次提醒大家,這兩家公司不是等閒之輩,她們將會引發另一波美國房市與金融市場的大災難,別小看這兩家公司。

       融資由3686億降到2960億,減幅19.7%;指數卻從9309跌到6976,下挫25.1%。融資至少還要減肥200億才夠(這必需要建立在6976點沒有被跌破的情況下),6906點才能確定是底部,以現在多頭又用奧運議題來麻痺散戶的警戒心來看,200億至少要減個十幾天才能減得乾淨。

        最後!別再被那些媒體與大師給騙了,反彈就是賣點,不反彈更是賣點,我不會因為自己滿手現金就蠢蠢欲動,我也不是死空頭,我只是不能賠錢,我和你們不一樣,你們有薪水有生意的收入可以賠,我完全靠投資過日,一點風險都擔不起,絕不摸底是自己最高的操作原則。

來源 : http://www.wretch.cc/blog/bonddealer/11737450


投資秘密

[底部的十種訊號]

首先,必需先說我的底部認定很龜毛的,先得滿足幾個技術條件

1.至少從高點下來要十三個月,那麼這至少是2008年12月

2.週成交量至少要低於兩千四百億

3.指數從9309跌到6708,跌幅28%;本波融資高點為3686億,那麼至少要減少28%,也就是融資要降到2653億;而且如果指數的低點若再創新低,則融資減少的滿足量還要進一步動態往下修正,請自行動態計算之

還必需發生一些事情:

1.接二連三的企業地雷,這次惡性停滯性通膨的影響下,上半年的財報將有許多公司會發生毛利大幅下降,與庫存爆增的不利因子發生

2.三個月內不要再有大型的歐美中日的金融業發生問題

3.油價要至少三個月不能再創新高

最好再發生這些事情

1.嚴重的示威抗議流血衝突

2.反指標-今週刊與世新大學的投資人信心指數創新低

或跑出下面的總經數字
1.當季名目經濟成長率不到1%,甚至於是負的

2.美國fed開始升息(最好是升第二次)

至於要滿足幾項,越多的話就越安全,10個指標至少要滿足六到七個吧

來源 : http://www.wretch.cc/blog/bonddealer/11737823


2008-05-18

哥倫比亞-聖奧古斯丁(San Agustin)莊園豆

豆子名稱 : 哥倫比亞-聖奧古斯丁(San Agustin)莊園豆

介紹 :

資料來源 : http://www.directcoffee.com.tw/

咖啡豆形比較飽滿,豆體的密度比起東非豆鬆散,含水率一致,是一支好烘培的咖啡豆。

淺烘焙City(清香): 藍莓與百香果的香氣是這烘培度最明顯的辨識方法,精緻滑順沒有太多的缺點,飲後杏仁的甜味飽滿,呼氣與吸氣間空氣與舌上方產生淡淡的薄荷涼爽,口中的甜感持續很久不捨得喝開水把甜感沖開。

重烘焙(一般C):榛果加上巧克力蛋糕的乳香氣濃郁,甜甜的味道分布在鼻腔的上方,口感滑順入口沒有一絲絲的勉強,藍莓氣息和焦糖的甜味讓人感到舒暢,整個咖啡都圍繞著甜打轉。

哥倫比亞聖奧古斯丁莊園豆是一支令人期待很棒的咖啡,不論哪個烘培位置都讓人對她充滿好奇,呈現與印象中哥倫比亞咖啡香醇濃郁口感平衡,更廣更深的層次。


瓜地馬拉安堤瓜-Medina(美蒂娜)莊園豆

豆子名稱 : 瓜地馬拉安堤瓜-Medina(美蒂娜)莊園豆

介紹 :

資料來源 : http://www.directcoffee.com.tw/

瓜地馬拉安堤瓜Medina (美蒂娜)莊園豆,是讓人覺得安堤瓜怎麼會有如此乾淨不帶一絲菸草味像極了哥斯大黎加的咖啡呢?重烘培時所四溢的巧克力味又清澈芬芳又深邃綿密,是瓜地馬拉咖啡從來沒有的。
瓜地馬拉安堤瓜Medina (美蒂娜)莊園豆,是雨林聯盟認證的一個咖啡農作物,雨林聯盟成立的目的是保護生態環境減緩破壞,方法是透過改變土地使用及商業消費行為的慣例,使得人們的生活和自然生態連結,印有雨林聯盟圖案(部落格上有其照片)的咖啡袋表示其產品,是透過有系統且徹底檢查的農作物,消費者清楚的知道他們買的商品是優良且被嚴格檢驗的。

瓜地馬拉安堤瓜Medina (美蒂娜)莊園豆的網址為:
http://www.coffeemedina.com/
雨林聯盟的網址為:
http://www.rainforest-alliance.org/

淺烘焙City(清香):當然喜歡酸酸的和清澈乾淨的口感,若在咖啡豆蒸烘後已大火進入一爆則苺果跟青蘋果香氣非常充足,杏仁的甜味一入口就很明顯,酸中帶甘,飲後青蘋果的酸持續的非長久,酸停在兩側在呼吸間有點薄荷的涼氣。

中烘焙(一般B):我不是很喜歡Medina (美蒂娜)莊園豆做這種烘培度,整個感覺好像淡了一些些,莓果類的香氣,柑橘酸滑口在後段才出現,整體呈現洋甘菊花草茶的風味,不過若讓她靠近重烘焙一些些,又有另一番蜜蕃薯的甜味。

重烘焙(一般C): 甜巧克力香氣,可可的香醇濃郁在咖啡杯接近嘴巴時您的鼻子就已先感受到了,充滿蜂蜜戚風蛋糕的香甜是Medina (美蒂娜)莊園豆最完美的呈現。


2008-05-16

陽明(2609) - [研究報告] -2008/05/15

資料來源 : 寶來

Ø     基本分析:2008年貨櫃景氣逐步走揚,儘管美國經濟可能因次貸而出現衰退,但在整體產業的船舶供給減緩、租金指標HARPEX INDEX向上趨勢不變之下,綜合評估營收仍有持續往上的動能。陽明2007EPS高達2.6元,年成長420%,而在預期5月將有高股息概念、調漲合約價以及6月開始的旺季附加費等三大題材發酵之下,基本面持續看好

 

Ø     題材分析:

 

(1)   台股已進入9000點的高檔區,高殖利率概念將吸引市場保守資金進駐,為穩健的價值投資標的

 

(2)   2Q~3Q為貨櫃航運的傳統旺季,預估陽明單季EPS將大幅成長。

 

Ø     技術分析:陽明股價呈現底部翻揚態勢,研判短線在拉回年線附近整理之後,可望啟動主升段的波段漲勢,中期目標價設在29元。

 


2008-05-15

巴西美納斯(Minas-Gerais)-精品豆

豆子名稱 : 巴西美納斯(Minas-Gerais)-精品豆

介紹 :

資料來源 : http://www.directcoffee.com.tw/

有人說巴西沒有美好的咖啡,這是不正確的一種說法,優質巴西咖啡是甜的不酸不澀的,有巧克力味的,聞起來有一股核果味,淺烘培(city)會散發出細膩且優雅的花香,還帶著萊姆的酸在唇齒間散開。
由奴森咖啡(KNUTSEN)推薦,巴西最新竄紅的產區美納斯(Minas Gerais)省的精品豆,咖啡樹種是巴西咖啡再次令人稱讚的黃波旁咖啡樹種,温潤順口,奴森咖啡標註此批豆子為(TOP FARM)頂極的農作品。

淺烘焙City(清香):帶著藍莓香,口感滑順明快,蜂蜜融在口腔的感覺,蜜桔的甜味,尾韻帶著萊姆的酸讓人驚呀!在此烘焙度,口感乾淨甜美,甜甜的果香氣讓許多好朋友,不敢相信巴西豆有此優質的咖啡,一定要試一試。

中烘焙(一般B):香氣是松樹的香不帶土味,放一顆咖啡入口啃起來有像啃蠶豆的感覺,酸有點像薄霧般矇曚的,巧克力甜味,放一些時間再喝有香料的味道。

重烘焙(一般C):巧力味明顯,酸在此烘焙度早已消失,濃郁紮實的口感,沖煮時榛果香四溢,焦糖的回甘留在舌後方。
============================================

心得 :

喝起來頗酸  還沒有喝到巧克力味道

味道很濃郁 喝完似乎感受到回甘的滋味


2008-05-14

投資組合保險筆記

2008/05/14

CPPI 的優點是 多頭時 攻擊力量強大

缺點是空頭時 很容易出場 只能保本

因此有TIPP的形成

當投資組合價值上漲時,投資人希望保護其目前資產的價值,而非期初資產的價值。TIPP 策略大致上與CPPI 相同,唯一不同的是要保額度的設定與調整,TIPP策略則是根據要保比率來設定為某一時點的要保額度。

當投資組合價值下跌時,此時的要保額度則維持原來的水準不做調整,假如投資組合價值上漲時,要保額度則要跟著調高。


2008-05-13

恭心公基金 上路

跟呆心討論過後 決定實施公基金的制度

原則上的操作方法如下 :

1. 只要是兩人共同的消費 都由公基金來出

2. 由於公基金平常是存在HSBC Direct中 不能時常領出花用 因此基本上 所有公基金的花費是由我先墊 晚上回家之後再從公基金帳戶中轉帳回來

3. 目前公基金的組成是 我出3000 呆心出2000

4. 補充公基金的原則跟期貨的保證金類似 即當公基金的金額低於500時 我們兩個才分別補充各自的組成量(我3000,呆心2000)至公基金帳戶

 


[崇越5434] 崇越做假帳 子公司負責人羈押

中國時報 2008.05.10 
崇越做假帳 子公司負責人羈押
陳佳鑫/台北報導

     半導體通路大廠崇越科技爆發財報不實案,檢調追查其與新加坡大廠合作晶圓,將未成交的美金五百萬元用以美化帳面鞏固利多,八日約談偵訊其子公司負責人闕啟發,九日列證交法、偽證罪被告,向法院聲請羈押禁見獲准。

     檢調於四月初傳喚崇越科技董事長郭智輝、財務長呂素卿等人到案說明,檢方複訊後以違反證交法等,將郭、呂兩人改列被告,分別諭知三百萬元及五百萬元交保候傳。

     檢調為防止新一波約談新動影響股市行情,八日下午收盤後才約談崇越子公司人頭負責人闕啟發等人到案,但只將闕某列為證交法、偽證罪被告,其餘飭回。

     據悉,闕啟發以每月十萬元代價,擔任崇越子公司的人頭負責人。他於九十四年底崇越與新加坡廠商多尼克簽約,協助代購晶圓設備材料五百萬元美金案中居關鍵地位。

     檢調發現,多尼克於九十五年初先付款五百萬美元,但崇越科技未履約,並將該筆款項列為九十五年度第一季財報的營收,一度讓股票上漲。多尼克認為訂金遭吞食,還向士林地院提起民事訴訟,要求返還訂金,並聲請對崇越假扣押,崇越也隨即提出反扣押,檢調獲悉此情資後展開偵辦。

     檢調認為闕啟發全案中涉及隱瞞部分事實,出庭後具結作證,卻涉及做偽證,認為違反證交法及偽證罪,九日凌晨偵訊完畢,改列被告聲押獲准。

========================================

心得 :

5/9 才剛買崇越 就爆出這個消息

導致5/12 一開盤就接近跌停

But 目前只有中時在追這個新聞

所以 再觀望看看

目前停損價 設為45

 


[買] 崇越 (5434)

1. 標的:5434崇越
2. 進場理由
    a.基本面:一直都很好
    b.技術面:中長期看好

            中:

               均價量 :價漲量縮

               RSI      :趨勢向上

               動量    :趨勢向上 (但開始往下走了)

           長:

              DMI與MACD 看起來似乎也是趨勢向上
    c.籌碼面:

            近期自營商與外商開始緩緩吃貨

            融劵減少
    d.消息面:4/10 因舊聞違反證交法案 董座以300萬元交保
3. 進場價格:打算以53進
4. 停損價格:無

=================================

進場日期 : 2008/5/9

進場價格 : 54

進場張數 : 1



  • 留言者: Juggernaut
  • Email: juggernaut@xuite.net
  • 網址:
  • 日期: 2008-05-13 10:25:44

[News]崇越做假帳 子公司負責人羈押

http://blog.xuite.net/juggernaut/a/17119870

心得 :

5/9 才剛買崇越 就爆出這個消息

導致5/12 一開盤就接近跌停

But 目前只有中時在追這個新聞

所以 再觀望看看

目前停損價 設為45


.NET開發的程式在別台電腦上無法使用

才開始開發 .NET的程式
之前一直都沒有發現這樣的問題

當我開發.NET程式時 在本機上的開始 建構 測試 都沒有問題
可是 將建構好的程式 拿到別台機器上執行時 便會出錯

錯誤訊息如下
收到錯誤訊息:.NET Data SQL Provider (System.Data.SqlClient) 需要 Microsoft Data Access Components(MDAC) 2.6 版或更新的版本

說明:
Microsoft .NET Framework SDK 和 .NET Framework 可轉散發套件並不包括 MDAC 安裝。所有使用資料存取功能的 .NET 應用程式必須要有 MDAC 2.6 (含) 以後版本 (建議使用 MDAC 2.7)。MDAC 的最新版本可從 Microsoft 網站 (http://www.microsoft.com/taiwan/) 下載。
由於 Visual Studio .NET 會根據預設安裝 MDAC 2.7,在部署到沒有安裝 Visual Studio .NET 的電腦時,很可能就會發生這個錯誤。
在部署應用程式時,可以讓安裝程式檢查正在進行部署的電腦上的 MDAC 版本。如需詳細資訊,請參閱加入 Microsoft Data Access Components 的啟動條件。

解決方法:
去微軟網站 下載並安裝MDAC就可以了

 

另外

參考http://support.microsoft.com/kb/231943/en-us

可知每一個版本的MS Windows或開發環境所預載的MDAC是不一樣的


崇越(5434) - [研究報告] -2008/03/14

發表日期: 03/14/2008

來源 : 玉山證券

標題:

崇越(5434):逢低買進

內文:

投資結論】

◆公司今年營收可望有3成以上成長,目前本益比不到10倍,仍維持逢低買進建議。

◇先前普遍預期半導體產業在08年可溫和復甦,台灣地區成長力道更優於全球;但目前在美國經濟走弱影響下,成長力道可能會較原先為低:

原先各研究機構普遍看考好今年半導體景氣之復甦,預計全球半導體總產值將達2,752億美元,年增長率由07年的2.9%攀升至8.0%。台灣IC產值更可達新台幣1兆7,000億元,年增長率18.9%,遠優於全球IC產業表現(當中又以IC製造業年增率超過20%最佳)。但因美國經濟受次級房貸等因素影響走弱之情況遠比原先評估為嚴重,導致今年多項電子產品銷售可能不如預期,因此成長率可能會低於原先之預估。

◇崇越2月營收11.37億元,年成長率仍維持3成以上,預計公司今年Q1可達36億元,年成長率37.5%:

崇越2月營收為11.37億元,月衰退率僅5.32%,較去年同期則有30.04%之年成長率,總計前2個月營收共23.38億元,較去年成長35.26%,亦優於研究員原先預期(+17.9%),因而調高崇越Q1營收預估至36億元之水準,年成長率為37.5%。

◇半導體部份營收成長將依賴太陽能相關產品,預計在太陽能助益下成長率可接近3成:

07年崇越在半導體相關產品之營收大幅成長119%至104.2億元,不過有大部分因素是來自於營收認列方法的改變。展望08年,雖然半導體產業可能受美國次級房貸影響下成長不如預期,但因為公司今年在太陽能晶圓部分將較去年大幅成長,研究員預計其今年全年可貢獻營收超過35億元,使半導體相關產品可較去年成長近3成至133.4億元左右。

◇08年營收預估將成長35.2%至180.66億元,加上轉投資收益可望持續成長,EPS可達5.13元,本益比仍不到10倍,故維持逢低買進建議:

今年崇越除半導體部份營收可望有近3成之成長,環保/系統工程以及中古設備維修等部分也預期能大幅上升,製使營收成長35.2%至180.66億元(因為工程相關營收成長優於預期,故調高預估值4.4%);EPS可望達5.13元(調降11.7%,因降低公司全年毛利預估1.5%),目前本益比為9.67倍在歷史區間偏低處,現金殖利率推估亦有7%左右,故維持逢低買進建議。

 

◆談談重點

◇先前普遍預期半導體產業在08年可溫和復甦,台灣地區成長力道更優於全球;但目前在美國經濟走弱影響下,成長力道可能會較原先為低:

半導體產業07年H1表現欠佳,全球IC銷售額較2006年H2下降6%,直到第三季才開始緩慢復甦。原先各研究機構普遍看考好今年半導體景氣之復甦,預計全球半導體總產值將達2,752億美元,年增長率由07年的2.9%大幅攀升至08年的8.0%。在全球半導體庫存有效去化、IDM大廠提升外包比率及北京奧運商機的催化下,08年台灣IC產值更可達新台幣1兆7,000億元,年增長率18.9%,遠優於全球IC產業表現(當中又以IC製造業年增率超過20%最佳。)。但因為美國經濟受次級房貸等因素影響走弱之情況遠比原先評估為嚴重,導致今年多項電子產品銷售可能不如預期,因此成長率可能會低於原先之預估。

 

◇崇越2月營收11.37億元,年成長率仍維持3成以上,預計公司今年Q1可達36億元,年成長率37.5%:

崇越2月營收為11.37億元,月衰退率僅5.32%,較去年同期則有30.04%之年成長率,總計前2個月營收共23.38億元,較去年成長35.26%,亦優於研究員原先預期(+17.9%),因而調高崇越Q1營收預估至36億元之水準,年成長率為37.5%。

◇半導體部份營收成長將依賴太陽能相關產品,預計在太陽能助益下成長率可接近3成:

崇越在半導體類的代理產品主要有信越半導體、信越光電、Mimasu等廠商的的矽晶圓材料,以及崇越石英的製程用石英器具,和信越化學的光阻液、Fujimi的研磨液,另外還有環氧樹脂以及絕緣/導電塗料等。其中以矽晶圓材料佔約40%的比例最高,另外光阻液(佔約18%)、石英器具、研磨液(兩者合計約佔20%)亦為主要代理項目;主要客戶為台積電、聯電等晶圓廠,還有力晶、茂德、華亞科等DRAM廠。07年崇越在半導體相關產品之營收大幅成長119%至104.2億元,不過有大部分因素是來自於營收認列方法的改變(交易模式由原本的佣金制度改成現金制度)。展望08年,雖然半導體產業可能受美國次級房貸影響下成長不如預期,但因為公司今年在太陽能晶圓部分(有合晶、中美晶、茂迪、益通等多家公司,客戶較為廣泛)將較去年大幅成長(營收貢獻由今年約1億元/月,成長至每月超過2億元,年成長率將大於100%),研究員預計其今年全年可貢獻營收超過35億元,使半導體相關產品可較去年成長近3成至133.4億元左右。

◇LCD/電子/光電相關產品營收預計今年可穩定成長2成左右:

崇越在LCD相關設備上主要是代理芝浦濕式製程設備(例如洗靜機),主要客戶為友達,另外奇美、華映、群創等相關面板廠亦是其客戶群,07年在相關廠商擴產速度減緩下,致使LCD/電子/光電類部門營收較去年衰退42.7%,但因友達、奇美之八代廠預計將在今年H2動工,將帶動相關設備需求的成長,但大部份營收認列可能需延至明年。不過在其它電子、光電產品需求穩定,目前訂單需求維持預期下,預計今年LCD/電子/光電相關產品營收可較去年成長近2成至13億元左右。

◇轉投資的崇越石英及上海崇誠獲利穩健成長,在此二公司帶動下,預估明年轉投資收益可達1.55億元:

崇越的轉投資主要有崇越石英、敏勝科技、上海崇誠國貿以及崇智投資等。其中崇越石英主要是做石英管與石英器材的加工製造及修理,由於12吋晶圓片大量的使用,崇越石英近年獲利穩健成長。另外,轉投資公司中成長最大的屬上海崇誠國貿,其營運模式與崇越相近,客戶主要為中芯、和鑑等大陸相關半導體廠商,在經過四年的發展階段後,獲利大幅成長,07年獲利約達5300萬元左右。由於半導體製造由 8吋轉向12吋晶圓之趨勢不變,另外中國半導體產業亦穩定成長,因此預計兩公司今年在獲利上亦可較去年成長15~20%,受此二公司影響,今年轉投資收益可望較今年成長約2成至1.55億元。

 

◇08年營收預估將成長35.2%至180.66億元,加上轉投資收益可望持續成長,EPS可達5.13元,本益比仍不到10倍,故維持逢低買進建議:

展望08年,崇越除半導體部份營收可望在太陽能相關產品助益下有近3成之成長,環保/系統工程以及中古設備維修等部分也預期能在一些案子已確定下大幅上升,製使營收成長35.2%至180.66億元,(因為工程相關營收成長優於預期,故調高預估值4.4%);加上轉投資收益助益,EPS可望達5.13元(調降11.7%。因為工程相關營收毛利較低,加上其它產品今年毛利率普遍微降,故降低公司全年毛利預估1.5%),目前本益比為9.67倍在歷史區間9~16倍間之偏低處,現金殖利率推估亦有7%左右,故維持逢低買進建議。