About us

eCounsel group

A boutique firm with unparalleled expertise in business and technology. We have good command of industrial ecology and legal practice, and have undertaken highly regarded cases. Because the small business scope, we pay more emphasis on effectiveness and efficiency, and choose clients with deliberation. The managing partner not only has extensive experiences in various legal issues more over than 20 years, but invests and manages several technology companies. In addition, he always checks each case rigorously. Clients’ business objectives are our primary focus. To achieve the same in the most cost-effective fashion trumps all seemingly sophisticated legal discussions.

Tech Industry: Too Many People, Too Little Work

2016 - 10 - 13

Tech industry has changed, there are far less jobs for for more people in the technology sectors in U.S

躋不進科技業的美國勞工，恨啊…

何出此言？請看華爾街日報此篇報導。

The five largest U.S.-based technology companies by stock-market value—Apple, Alphabet, Microsoft, Facebook and Oracle Corp. —are worth a combined $1.8 trillion today. That is 80% more than the five largest tech companies in 2000.

市值高，員工少

現在，全美市值最高的五家科技公司 Apple, Alphabet, Microsoft, Facebook & Oracle（以下我就稱他們「新五大」好了）加起來，總值是天文數字，1.8兆美元。

但他們總共僱用多少員工呢？434,505人（只比新北市中和區的人口多一點點）。(編按: Oracle市值並沒有Amazon高，若以市值來看，排名應該是Apple, Alphabet, Microsoft, Facebook & Amazon，此處應為華爾街日報筆誤)

IG被FB用10億鎂併購時，員工13人；Whatsapp被FB用190億鎂併購時，55人。

而且更恐怖的不均衡走勢是，在2000年時，科技業市值最高的前五大分別是 Cisco, Intel, IBM, Oracle & Microsoft（「舊五大」）；然而，新五大的市值雖比舊五大高出80%，但所僱員工數量卻少了22%，財富分配之極端化，夠慘吧。

再者，機器人與AI當道，不可逆的方向是，這類型的科技業會搶走更多的傳產的工作。並且，由於科技業所需要的技能和傳產迥異，失業的傳產員工連轉業都轉不出去。

讓醜女或惡男哪個進白宮，能夠拯救滿腔悲憤的美國勞工？

Alphabet, Apple, Cisco, Facebook, IBM, Intel, M&A, Oracle, Thoughts on Technology, unemployment, WhatsApp

iPhone, Sigh-Phone?

2016-02-03

Google-owner Alphabet passes Apple to become world’s most valuable company. 前些時日，才和朋友聊到蘋果在戰略思惟上之強項與弱項。在經營績效上，蘋果是個厲害的角色（Wal-Mart也是）；但我從來都對蘋果沒有好感（我對Wal-Mart也是）。谷歌字母公司全球市值最高企業 Google母公司字母（Alphabet）上季營收和獲利都超越預期，反映線上廣告銷售強勁，成本控管有成。這是Google改採新架構、將主要搜尋和廣告業務部門（仍稱Google）從風險投資事業分開後，以母公司Alphabet為名公布的首份財報。去年第4季扣除支付給合作夥伴的營收成長19%至173億美元。淨利增加5%至49.2億美元，扣除一次性項目的每股盈餘為8.67美元。就Google事業（含搜尋、Youtube、Android等）來說，第4季營收增長18%，全公司最大營收來源廣告收入成長近17%，至190.8億美元，點擊付費廣告數量成長31%。Google占集團營收99.3%。這篇報導說，蘋果單季淨利就有184億美元，Alphabet要用四個季度才賺得到這麼多。但Alphabet市值現在就超越了蘋果，何以致之? MarketWatch的分析： (1) 成長腳步：蘋果上季營收僅增加1.7%（分析師還預期本季將會萎縮），Alphabet營收成長則有19%。 (2) 成長潛力：不僅iPhone，iPad和Mac銷售均萎縮，正在開發的產品也不成熟。反觀Alphabet對未來科技之投資，像是自駕車、Nest智慧家庭、光纖網路領域等，可望比起蘋果自駕車更早收穫投資回報 (3) 投資決策與績效：投資人看好Alphabet的大手筆投資，因為過去績效良好，YouTube就是個帶來大量行動廣告營收的例子。

The E-commerce Organised Crime

2018-06-06

The Taiwanese authority recently cracked down a group of 5 people who allegedly sell imported Chinese counterfeits (luxury clothings, accessories, etc.) to over a thousand Taiwanese buyers on several e-commerce platforms in Taiwan. This isn’t something…

Glut of Everything

2015-04-26

This analysis from Wall Street Journal is very interesting. The glut of money has widened the gap between the rich and the poor. Continue reading

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