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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (29107)	2/23/2003 2:04:53 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 74559

Stephen Roach addresses this malinvestment in technology he argues that the average worker loses at least 5 hrs of time per week due to MSWindows problems I think his figure is too high (my NT HewlyPack PC at work seizes up once every 3-4 weeks) (my home Gateway laptopPC seizes up once every 2-3 days) he argues generally that America invested badly in new equipment, figuring more is better kind of like more debt kind of like supersizing that order of fries at MacDonalds now we have a society overloaded with debt and a population with an average of an extra 40-50 lbs hanging off their asses not only did corporate America invest badly in equipment, they reordered and updated with Gates of MSFT dictating each new cycle's arrivals no longer thanks for the CSFB info I love to hear actual anecdotal info / jim

To: LLCF who wrote (29107)	2/23/2003 2:27:33 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 74559

DAK, As Don Lloyd has pointed out numberous times in his usual erudite way: What's happening is decimation of profits, not increasing of them. {Don, feel free to chime in, don't know if I got it exactly right} Almost all advances in productivity are available to all competitors, and are much more a cost of business survival than a source of profits to the buyers, as opposed to the suppliers. Not only does continued existence depend on continuing investment in new equipment, but the process rapidly destroys the value of existing capital equipment that is no longer competitive except for the new competitor that acquires it for pennies on the dollar at a bankruptcy auction. No one company can keep the advantages of the electronic pink slip to themselves. Regards, Don