Hi Milan, more clear now, and certainly more acceptable. Moving along on our exchange, leaving the issue of ORCL aside for the dangerous moment (say a few months), an OT ...
<<they managed to lose the lead position on computers, software, and semiconductor technology (things like 0.13u processes etc.) to the US, and things like wireless phones to the Europeans.>>
Concerns me less, as these leads come and go, amongst companies, amongst nations.
Japan is a puzzle to me so far, and as we collectively (meaning world + Japan) have not figured out how to arrest the economic disease even with all the smart folks from all over, and all the liquidity available, at next to zip interest rate, it is a matter of concern.
Japan blew up, and regardless of the reasons (could very well be because of the bubble), has not yet been put back together yet.
Concerns:
(a) Relationship between economic disease and bubble
(b) Inabilities of the Central Bank (why)
(c) Market capitalization
(d) Can it happen in the US?
(e) If so, for how long before revitalization?
I do not accept the New York Times type of reasoning in explaining Japan, as Japan is not stupid.
Chugs, Jay |
