Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (24440)	10/23/2002 12:58:54 AM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 74559

Hi Jay, re ... shape of the world order ... (a) Europe will enjoy life, (b) China will export goods and then services, (c) Japan, money, (d) US, soldiers, (e) MiddleEast, oil, (f) Russia, weapons, (g) AustraAsia, Canada, South Africa, resources, (h) India, Pakistan, N.Korea, Africa, Latin America, SE Asia, fiscal crisis, financial storms, WMD chaos, drugs, and geopolitical turmoil << until (a) Europe: life is not enjoyable anymore (b) China: everybody got everything (c) Japan: no money left & everybody 95 and older (d) US: all the conscripted / conscriptable men already taken and in mission (e) MiddleEast: no more oil, (f) Russia: everybody's got his Kalashnikow (g) AustraAsia, Canada, South Africa: no more resources needed. Lemme just have a Foster, mate. (h) India, Pakistan, N.Korea, Africa, Latin America, SE Asia: no more f*kups, because everybody is away to N America, Europe and other "safe" places

To: TobagoJack who wrote (24440)	10/23/2002 3:23:16 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

Jay, thanks for the report on the Hui in Beijing. Were you kidding about the titles in the plenary session? If not, they confirm the continuation of the old-guard in the 21st century with their anachronistic ideas. <The Core is the Crux: profiting from corporate competencies> Actually, the core is not the crux. The core is the reptilian, non-evolving approach to life, leading to extinction. The crux of evolution and survival is the periphery, the exceptional mutant. Sexual reproduction was designed to increase the rate of variation in a mix and match multivariate quantum computing process. Of course the core remains essential to function, [if the core of our brains went away, our breathing, eating and cdma2000 phone and beautiful young user admiring functions would cease], but that's just the basics of life. The core is a necessary but not sufficient condition. <E-enabling Entails Everything Eventually: digitalization as managing change> Well, duh! Never mind 'managing change' nonsense. Just get out of the way - turbo-charged cdma2000 phragmented photons carrying pixelated cyberspace are coming through [actually, they are coming through, even if they don't get out of the way]. <Forging Competitiveness: on the challenging of instilling a performance culture> Humans as puppets to be performance enhanced? Big Brother can go take a flying leap. Just a yammering bunch of blather. Those who want to will do stuff. Those who are happy troppo layabouts will do their stuff. Those plenary people are obsessed with control. They need to get a real job. <Atlas Stretched: strategic and organizational transformation in the era of globalization> Atlas tells them to get stuffed. Atlas will stretch if he wants to. They want to tame, harness and stretch Atlas for their own pathetic and mindless purposes. Slinging some stupid jargon around won't tame Atlas. They should get a real job instead of strategically organizing a transformation of a globalized era with flim flam. <Hedgemoney under Scrutiny: Pax Americana and the changing world order> Pun? Hegemony? Hedge fund money? Which? Presumably the scrutineers of the changing world order are an envious bunch of losers who are jealous of King George II strutting around in his Texas boots. Were those really the titles of the plenary session? Plus ca change, Mqurice

To: TobagoJack who wrote (24440)	10/23/2002 3:31:51 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 74559

Jay, re the USA having huge military budgets. < am getting the feeling that unless the US can keep the peace (given its military budget is equal to the next twelve largest national military budgets), resist protectionism and keep WTO on track, spread the wealth, grow the pie, the world will become messier, and in turn poorer, including the US, as in messier and poorer.> I don't know what the proportions are, but keep in mind that each American soldier is paid something like 50 x an Indian soldier's pay and 20 x a Chinese one [very rough guesses by me]. So, they can spend a huge amount of money and not get much bang for their buck. They also pay very expensive mechanics to maintain their trucks, tanks, aircraft, boats, administrators [each soldier no doubt has about 100 supervisors and hangers on]. Steel in China costs a LOT less than steel in the USA, so a ship costs a lot more to build in the USA than in China. Also, the welders get paid a lot less in China, so they get more ships welded for a given amount of money. But then there's the hedonics factor = a tank isn't just a tank, a rocket a rocket and a fighter aircraft a standard design. A Silkworm missile goes awry. A Tomahawk flies in the front door. A smart bomb lands in the chimney; Saddam's land all over the place on a Scud [the Israelis couldn't shoot them down because they were so wobbly the Patriot missiles missed - that's my theory anyway]. Mqurice

To: TobagoJack who wrote (24440)	10/25/2002 10:57:05 AM
From: carranza2	Read Replies (6) \| Respond to of 74559

suspect that the shape of the world order construct for the forseeable future is a continuation and consolidation of recent trends, namely (a) Europe will enjoy life, (b) China will export goods and then services, (c) Japan, money, (d) US, soldiers, (e) MiddleEast, oil, (f) Russia, weapons, (g) AustraAsia, Canada, South Africa, resources, (h) India, Pakistan, N.Korea, Africa, Latin America, SE Asia, fiscal crisis, financial storms, WMD chaos, drugs, and geopolitical turmoil. My view: (a) Europe with its increasing Muslim immigration will enjoy life like an ostrich with cephaulus in sand until a 9/11-type KABOOM! hits it. Recall that France came within a hair of having the Eiffel Tower downed. Much dislocation afterwards. Europe is absolutely not immune from the Muslim whackos. The Russian theater thing is just a taste, even if only Russian specific. Book it. When it happens, the shock will be far greater than in the US, which is a far more resilient society. (b)China will export goods and then services, but will have a hard time defining its foreign policy, (c)Japan will export money, at least the amounts not necessary to defend itself as N. Korean threat looms and to take care of its aging population base. (d)US will export soldiers, to the relief of the rest of the world. It will also export huge amounts of high-margin pharmaceutical, electronic, and entertainment intellectual property which the world will continue to consume by the mega-tons. The hegemon will become the hyper-hegemon, economically and militarily. The US will also export values--don't laugh--which will change the face of the world, despite criticism that it doesn't live by them. These values include religious tolerance, enterprise, freedom of the individual, rule of law, etc., and will slowly change the world for the better. Hint: Think of values as tangible economic things which have utterly predictable economic consequences. (e) Middle East, oil. And insane religious fanaticism which will be slowly defeated by the US led values exports. (f) Russia, weapons. And oil. (g) AustraAsia, Canada, South Africa, resources. Except for SA, it is these countries that will enjoy life, not the Europeans. (h) India, Pakistan, N.Korea, Africa, Latin America, SE Asia, fiscal crisis, financial storms, WMD chaos, drugs, and geopolitical turmoil. Agreed. And this is the place where the big values wars will take place.