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To: Ilaine who wrote (5992)	7/18/2001 1:10:28 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 74559

CB - ...Large corporations are going to get slaughtered until they figure out how to ditch the middlemen... This is not correct. The proper way to view the middleman is as an outsourcing mechanism, sometimes executing inventory storage and sales. If you look at the history of semiconductor manufacturers they are periodically changing back and forth from direct sales to distributors and independent representatives. Sometimes middlemen are efficiency enhancing and sometimes they're not. But in season, they serve a real purpose. Regards, Don

To: Ilaine who wrote (5992)	7/18/2001 3:13:33 PM
From: Maurice Winn	Respond to of 74559

CB, excellent post [makes a change from me being picky]. I agree that when everything is known then all investments will become equal and converge with interest rates and will be around 4% which represents the risk of dying without spending one's money. [Making some assumptions about tax and inflation]. However, as QUALCOMM in 1999 and Globalstar in Y2K showed, everything is NOT known and the voltages in the financial system remain absolutely awesome. QUALCOMM's financial returns were vast. Globalstar's losses were enormous. Money is more like electricity than it is like gold. Gold is NO! A response to confusion. We can own useless, non-producing gold, but we can't own electricity - we own the means of production and the value of that production is the voltage we have. Alan Green$pan owns the electricity [if people 'own' money, it is really only rented from Green$pan who can morph it any way he likes - the rent we pay is the inflation rate and dilution we suffer from printing of more]. Mqurice

To: Ilaine who wrote (5992)	7/18/2001 9:18:25 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi CB, I finally had a read of the previous issue of Foreign Affairs and spotted this ... foreignaffairs.org ... the development of which I knew about before, but now has taken on new darkness given the number of countries working on the process. Forget rogue nations with nuclear missiles, because they would never launch. Rogue individuals of any nationality with the proper and then readily available software weapons can certainly launch a vicious and devastating attack against 75% of my NAV, and they can do so from any PC in the world, including the one on my desk. The threat is real enough that not only nations must have a proper appreciation and response, but also individuals. So, now by placing these software combatants into the scheme of our atomic reactor powered bubble circuit, we further enhance the dangers you already noted with synthetic currencies and vaultless banks. More and more, a portion of all wealth ought to be easily verifiable with machines that cannot lie, such as a simple scale, a glass of water, useable to ascertain the density of such immutable wealth. Chugs, Jay