SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Waiting for the big Kahuna
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Larry S. who wrote (90338)9/14/2009 8:22:32 AM
From: robert b furman2 Recommendations   of 94695
 
Hi Larry,

I graduated from an engineering school.

There will never be enough EE's.They are a breed amongst themselves.

China will graduate more - with 2 billion in population they need to.

I believe ,if you look at what Intel is doing with its 3 fabs in the USA and Qualcomm,Apple,Palm,Rinmm (canadian), we will see the next megatrend develope over the next 12-18 months.

With it will grow the need to build out G4 telecom infrastucture.Additionally, the network enterprise player hardware and software(csco,ibm, or orcl) will be in demand to continue the efficiency drive that even is needed by natural resource companies.

Travel in business will be displaced by meetings.Orders will occur on client user data bases with out sales reps both big business and small business - it is pervasive and relentless.

This growth will not trigger commodity inflation as it did last time.It will occur in an economic environment that is anemic rather than blowoff.

These companies can fund their R&D and there future product rollouts.

It will be somewhat slower and under the horizon.

The profits will be steady and controllable - the nice way that can be planned.

It is not a bad world coming - it just isn't GOGO and it will be amongst a lot of noise.

There was a lot of malinvestment.There are a lot of player and investors that are no longer around.

Those conservative companies that honored their cash hordes as the assurance of their future, have been methodicly reapplying their R&D dollars to productive uses.

The mega tren started by the PC boosted by the internet will continue to more data mobile.

That will be very powerful and long term.

JMHO

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News