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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (9952)	10/9/2006 2:39:34 AM
From: TobagoJack	Read Replies (4) \| Respond to of 218300

ep, my guess? china will effective do nothing to any effect, because nothing short of full blockade will work, whereas a full blockade can only lead to no good corner, unless china is willing to obliterate n.korea and p*ss off the s.koreans forever, a task best left to the americans no upside in china making any move, and so just more wait and see, in this era of democratization of nukes in the meantime, s.korea is definitely under the bomb, and whatever the response, including getting own bomb, will not likely lead to good outcome japan will most assuredly go for the bomb, especially if s.korea reacts by getting own bomb the next line to be crossed by n.korea would be export of nuke know-how, which is too obvious a line, and so will likely be crossed at some point between nukes, mini-subs, and suicidal soldiers, n.korea has fashioned the structure enabling regime-survival forever, whatever the nasty regime, and this know-how is in demand because of bush policy of supposed preemption unless bush is bluffing, he had best to carry through with the threat of preemption, else, ... well, let us see bush's foreign policy initiatives, one of which is to provoke and antagonize n.korea, but without sincere effort to engage and talk, are so far so off base, and so, all eyes on bush not that i think any other approach with n.korea would have worked still, the old advise against bluffing is valid, more so when bluff is called, even if at inconvenient time china had not put down any lines to be crossed, and had not promised any responses other than discussion, and so nothing to wait for in terms of new proclamations i can just see n.korea's olympic game float now, in 2008, in beijing, a giant missile tipped with a huge nugget of plutonium given that n.korea exports fake USD, perhaps the homeland would do well to introduce electronic counterfeit-proof dollars, which of course would also improve domestic surveillance and taxation i imagine the US military industrial complex is jubilant, now that there is so much more to do and buy j

To: energyplay who wrote (9952)	10/9/2006 6:22:23 AM
From: TobagoJack	Respond to of 218300

Hello EP, as we were discussing, before interrupted by the buzzing of flies ... <<I don't think all the eyes are on Bush, but rather China, as the only one having leverage>> … attached below please find unwarranted sensationalism from Stratfor that none the less makes a few valid but implicit points, namely that (1) China’s leverage over N.Korea is only so so unless China is willing to go to the wall (which is not called for), and (2) should Bush-league allow N.Korean membership to stand, then there is little logic being different on Iran, and so ... whatever We ought to expect war over this N.Korea and the bomb issue, and yet no one is foolishly prepared to go the distance, and so, as I had noted, all eyes on Bush. Around a poker table, all eyes must remain on the mark. From Stratfor, as usual, sensation over the obvious Red Alert: North Korea: Underground Nuclear Test Reported Reports spread Oct. 9 that North Korea tested a nuclear device in the eastern part of North Hamgyong province at 10:35 a.m. local time. China has indicated it did detect a small underground test, although the South Korean military has not raised its alert level. Australian Prime Minister John Howard said his government has confirmed there has been seismic activity from North Korea, although he has not received reports on its magnitude. The U.S. Geological Survey detected a 4.2 tremor in North Korea, which is smaller than expected and not big enough to make North Korea an unequivocal nuclear power. If a test did occur, the most immediate U.S. response will likely be a strong condemnation and a call for a U.N. mandate for sanctions. If there is no U.S. military response, Pyongyang will see that as an acceptance of North Korea as a nuclear power. Many questions remain, however. Even if this were a nuclear test, it is not clear that it was a weapon rather than a device. A nuclear device produces an in-place blast from a mechanism of indeterminate size and structure. A weapon can be fitted on a missile or on an aircraft, and is therefore highly compact and ruggedized. [EDIT by J: Stratfor is trying to shuffle and hedge] China's response will be hesitant. China does not seem ready to cut off food or fuel to North Korea, particularly before winter sets in. Beijing has deployed additional troops to the border, but that is to seal the frontier. Beijing will be angry, but its primary concern is to keep the North Korean people from spilling across the border into northeast China. South Korea will, of course, suspend cooperation in Kaesong and Kumkang and will probably put its forces on alert. With the drawdown of U.S. troops in South Korea, the South Korean army is now the border patrol. U.S. military units remaining will have to go on heightened alert and rush Patriot surface-to-air missile batteries to the peninsula. South Korea could deploy high-level officials to North Korea Japan will work for U.N. for sanctions and Chapter 7 invocation. Japan also will heighten its military posture and increase diplomacy with China and South Korea in an attempt to show a united front against North Korea [EDIT by J: perhaps another visit to the shrine might kick events off on the Right note :0] North Korea will go on high alert nationwide. The military will assume a high-readiness posture, and the North Koreans will proclaim their entry into the nuclear club, using sanctions to tighten control and rally domestic backing. Pyongyang might quickly invite the International Atomic Energy Agency in to make its nuclear status "legitimate." It will petition international bodies to accept the new reality. In any event, North Korea will view the test as a victory. It will mark the acceptance of the government as a nuclear state. Further negotiations will have to take place under this new reality. North Korea cannot be isolated forever. North Korea has bet that anything less than a complete military invasion is a capitulation. Pyongyang will press for acceptance, similar to Pakistan. China and South Korea will be key; both desperately want to avoid any military action. They will end up negotiating with North Korea, finding a way to make the North comply with international regulations. [EDIT by J: S.Korea must go nuclear, obviously, else foolish and bad wager positioning. China must not catch the lice of others to put in own hair, else its self-declared ‘strategic competitor’ would be getting a free ride for a strenuously botched diplomacy job, and go on to label still more nations as coordinates and wat-wot-whatnot blank nation-bulding maps]