hellp ep, my real estate club member, of c-class officer rank of fortune 50 company, just alerted me to two items of note:
(a) indian prime minister made a speech where he paraphrased michael dell who supposedly and probably said that businessweek.com , to the effect "... dell is not happy how they are treated in china, and would consider moving all from china to india ...".
the indian pm went in print on some indian govt site, and within hours, dell ostensibly made india take down the site.
fact remains, disengaging from china is (i) not easy, and (ii) a faster way to nothingness, for hp, and never mind lenovo, eagerly awaits, just as baidu did in the case of google.
recommendation: short dell and long hp
(b) all zhengzhou to xian flights are cancelled permanently geckogo.com , displaced by rapid rail and sent to keep appointment with disintermediation
recommendation: long ge and china rail, short boeing and airbus
cheers, tj |
