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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: daddunes who wrote (1898)	11/6/2005 7:12:43 PM
From: TobagoJack	Read Replies (4) \| Respond to of 217825

my wife, via my in-laws across the street, chose the rx330 for me; nice, but had it been up to me, used landrover defender 90 from the hk police would have been. off for a week, heading due more west than northwest, to discuss the rationalization (a gentle buzz word) of 13 factories around the globe to you know where, joining the several that is already there, by picking one of three for mega-size transformation. first closures likely to be in your neighborhood, as the operating cost is more, closure cost is less, and the economic justification more apparent. as the most efficient and cleanest plant is already in china (latest of everything), it is only natural that the small r and BIG D will migrate, so as to not have r&D disassociate from manufacturing. the relocations, transformations, and rationalizations are needed, because forced, as the global final-product making customers are relocating to china, to ship final goods from china, and so it is an issue of "move or disappear" for the intermediate goods supplier. in the space, which is getting more crowded due to chinese domestic private competition, the folks who must make space for the eventual winners will be either and or both the japanese and koreans, and may they go quietly. as we manage to relocate to, and transform china-based capacities for the intermediate goods, the global customers will have to move/rationalize even faster, else the chinese final goods suppliers will gain, and their smaller regional rivals will have more time to (a) bravely relocate and suffer the casualties, (b) stay put and hook up with a chinese domestic private supplier, (c) sell customer list/rolerdex to global competitor who had relocated to china faster and more sincerely or chinese domestic private who is more hungry, or (d) shut off the lights, for good. i am very enthusiastic about the newly apparent win-lose-lose-win dynamic as it inexorably does the work based on mathematical logic while the politics are not keeping pace. in any event, the politics cannot do wonders where the math rules. btw, as hong kong will be hosting the huge (all hotel rooms are reserved, and many obvious protesters were denied booking :0) wto conference in mid-december, and has declared public holiday for many during those days so that the security can be better managed (protesters will be kept in line), i intend to swim, open a bottle of bubbly to better appreciate the dynamic and cheer on the process, give thanks, count blessings, and then lament about what it will all mean for my baby coconut, and on how best to prepare oneself for the arrival at teotwawki point, work out the schema, design the hedges, formulate the backstop, and talk about the weather chugs, j