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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (1385)	3/5/2001 1:43:56 PM
From: GraceZ	Read Replies (1) \| Respond to of 24758

Isn't the dream of the web to be a manufacturer without owning a machine? A retailer without ever having physical contact with the goods? A fab-less semiconductor plant...a web business without owning your computers .....a telephone company where someone else owns the lines, you job out the billing, sales and service to a third party? Imagine a manufacturing business with highly perishable raw materials that need to be kept in the dark away from moisture, using expensive machines that combine sophisticated electronics with toxic chemicals and plumbing, low margin services with huge potential liability, customers that need jobs done in hours, yet pay in months. Then you can see why I want the dream too, to move to a virtual, information based way of making money. Yet there is still that lingering allure of creating something tangible, something physical, that you can hold in your hands. It's hard to replace that kind of satisfaction with mere money even if a rational evaluation of your business model tells you that you are nuts to keep doing what you do for a living.

To: ahhaha who wrote (1385)	3/6/2001 7:57:04 PM
From: M. Frank Greiffenstein	Respond to of 24758

Your humorous contrast does expose a truth in this era and that is that working capital is often working in investments in other companies, i.e., in paper assets rather than in physical assets of plant and equipment. Isn't this how the Japanese got into trouble in 1990? All those cross holdings which still haven't been unwound yet. And the Japanese govt. telling stock brokers what they want the daily stock price to avoid a wholesale collapse of book value. Not sure how this is different form Blodgett setting ever higher price targets for his hyperinflated stocks. Blodgett was acting as if he were the Japanese government. This september, Japanese companies will be forced to mark their holdings to market. The Japanese will live in itneresting times. Doc Stone