June 23, 2010

Telecom: 三網合一

國內發展由來政策主導, 要透視三網合一之投資機會, 讓我們先剖析有關政策框架:


(1) 2008年1月14日廣電局 (SARFT) 57號之文件提出於2010內建立統一省級有線電視台, 及完戓60%主要城市双向改造. 到2012年, 全國80%城市完成双向改造.

双向設備供應商如天地數碼 (0500), 恒芯控股(8046) 會有可觀盈利增長點.

(2) 2010年6月6日 張德江副總理於協調小組會議拍板由廣電局負責集成. 控播; 電訊負責傳輸. 2010至 2012為首試驗階段, 2013至 2015為次階段 .

廣電局王效傑司長 認為首階段會分4步進行:

1. 在原有網上,提供IP電話,高清電視
2. 組建國家級有線電視公司
3. 提供手機電視CMMB
4. 提供安全信息

June 18, 2010

Biotech: Diabetes & Insulin

Diabetes is one of the most common diseases threatening the people on the planet. Immunity disorder will cause Type I diabetes, and obesity(or over nutritous) without sufficient exercises, sports may lead to Type II diabetes.

The two types differ in many ways, but one thing in common - they do not have enough insulin for the body to "digest" the food.... so we need to fill up the pipeline for insulin. One of the ways is to inject insulin producing cells... the "islets" into the patients, and let them produce the needed insulin with automatic control on the released amount. Human islets can do it, and pig isets can do it which have the advantage of "more abundant " supplies.

If we have the right push to culture the pigs for extracting their islets ( we can still their organs for other medical purposes and have their meat for our food too), master sophisticated surgical skills to extract the islets and inject into proper human positions, with the right quantities, and keep these islets alive in the patients' bodies...... that will "cure" the diabetes wholly, or at least to a large extent.

This will be a major medical breathrough for the diabetic patients all over the world ( and could bring a Nobel prize winner !) . The important value is to relieve the diabetes from young patients, aged patients, and their familes..... and as a side product, will represent enormous business opportunities. It seems the large pharma companies do not like to push this idea, which will detach the patients from buying the insulin, supplies from these pharmas.

LETS GO FOR THAT !!