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


To: TobagoJack who wrote (1901)11/6/2005 7:32:34 PM
From: elmatador  Read Replies (1) | Respond to of 217830
 
They are discussing how they will do WTO in HK while eating barbecue. President Bush is in Brasilia: See the "protest":

Heavily armed police officers wearing bulletproof vests outnumbered the 150 demonstrators who protested with banners saying "Fora Bush" (Get Out Bush) at the retreat's entrance.

About 40 students also participated in a sit-in at a local McDonald's that they called a symbol of U.S. capitalism.
kentucky.com

God, even protests are not serious in Brazil!



To: TobagoJack who wrote (1901)11/6/2005 9:42:55 PM
From: daddunes  Respond to of 217830
 
Have a wonderful business trip and someday come to my humble little city,where fun is never ending,the excesses the norm,and residents yawn at just about everything except airplanes crashing into NY city.



To: TobagoJack who wrote (1901)11/7/2005 2:14:14 AM
From: Seeker of Truth  Read Replies (2) | Respond to of 217830
 
Hi Tobago Jack,
Your point, R&D must accompany manufacturing is extremely important. I know of several companies who are vainly trying to separate them, i.e. R&D in the fully industrialized country and manufacturing in China. IMHO this has no long term future.
Chugs.
Seeker of Truth



To: TobagoJack who wrote (1901)11/7/2005 12:08:05 PM
From: Maurice Winn  Read Replies (3) | Respond to of 217830
 
TJ, I note Google at $400 an ounce. Maybe you'd like to short some now? Giggle...

Shorting brains is not a good idea. Unless something better comes along, or at least competitive enough to carve up the market, don't bet against the Fed and don't bet against Google.

<The report shows that advertising expenditure in the major media -- print, broadcast, cinema, out-of-home and the Internet -- currently occupies 0.99 percent of economic output in the 57 countries monitored. This is slightly ahead of its mid-year 2004 projection of 0.98 percent, a ratio which ZenithOptimedia expects to remain stable in 2005 and 2006.>

Suppose Google got 10% of advertising spend, but advertising spend went up by a factor of 10 due to vastly improved targeting of advertising plus China maths and India purchasing power. That would be 1% of global economic output. That must be over $100 million or even $1billion. Maybe more zeroes are needed. Yes, I think so.

Not a good short.

Meanwhile, I note the Aztecs coming down again after another late-night drunken orgy of tom-toms and dancing naked around a bonfire, clutching their little totems. Still way up there at $450. QCOM sneaking up again, ready to lap once more after another year of burgeoning cyberspace demand. QCOM got to $45 today. I realize that the Aztec ideology will only really come into its own during financial reset and comparisons now are somewhat irrelevant, but while we wait for the Second Coming and Rapture, I like to enjoy Uncle Al KBE's Happy Meals and QCOM dividends and see how it would be if hanging out with the Aztecs, where they don't eat, but do enjoy polishing and ogling their talisman.

Mqurice