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


To: TobagoJack who wrote (51801)7/26/2004 7:34:20 AM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
G390 Q709

If the nine in the Q would just move over one place, which isn't too much to ask, then Q would have doubled compared with G over the past couple of years.

I realize we haven't yet had the long run.

Mq



To: TobagoJack who wrote (51801)7/27/2004 3:17:27 AM
From: Maurice Winn  Respond to of 74559
 
<And if the coal cannot be exploited cleanly in a commercial way for heat, electricity and locomotion, we are all in trouble in any and all cases.>

Jay, there is no problem with coal [or heavy crudes] as energy supplies. The worries are put out by eco-freaks who are Luddite in nature, with Club of Rome and Malthusian fears built into their concepts about how the world works [and might not work].

There is excellent technology for scrubbing exhausts so that only gases are emitted. If CO2 is a problem, even that can be stripped out by compression, cooling, liquefaction and pouring 400m underwater for permanent storage as a liquid at specific gravity 1.2 so it sinks nicely. It's also soluble in water, so would gradually dissolve and disperse in the ocean. There is a LOT of ocean.

The energy cost is only about an extra 20% [recalling my old calculations on this from 1987]. Cheeky Misubishi patented my idea of compressing CO2 to liquid and sinking it under water [I didn't know such an obvious thing could be patented, but I saw they did patent it about 1991].

There is a LOT of coal and heavy crude. There are no limits to growth. Then, there is lots of desert suitable for photovoltaic generation of electricity, which can do electrolyis of water, among other things, producing hydrogen for good things like vehicle propulsion [and aircraft]. There is a LOT of silicon suitable for photovoltaic production.

The limits to China's growth are in the minds of the people, not the resources. Judging from Yiwu's and Jiang Zemin's minds, the limits are not far away. But there are many other minds, who do not yet want to reach their limits.

I hope that Jiang Zemin will die without attacking Taiwan and that Yiwu will then find a new and more sensible leader to follow.

I think that they will all buy CDMA2000 cyberphones and all will be well.

Mqurice