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 : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: russwinter who wrote (6633)1/31/2004 8:19:33 PM
From: yard_man  Read Replies (1) of 110194
 
re Al capacity utilization and obsolescence -- if you mean it won't be restarted -- I suppose you are probably correct, but from the standpoint of the US it is unutilized capacity. It is still economic capital which was invested in with an expected life longer than it wound up having and the effect is depressive, whether you count it as unutilized capacity or not.

you can say energy prices are too high -- or I can say Al demand is not strong enough (prices are not high enough) to support making Al at the given price of electricity ...
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