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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2828)	9/20/2007 12:48:32 AM
From: Dr. Voodoo	Respond to of 6370

As such, I am beginning to look at attractive targets for takeover by foreign investment. Areas of interest by chinese: Pharmaceuticals Super high-tech. Not large manufacturing, whizbang kind of stuff. Infrastructure consulting. Recent stories of purchase of expensive brains... on the order of $1.5 million a year to serve as chief pontificator at chemical thinktank.... Numerous folks 'returning home' to salaries = or better than... current U.S. salary.... with real,, tangible,,,people working for you...you don't have to call India to speak with them!!! Significant infrastructure already has been committed in Shanghai high tech park, dailan, etc...,,,, but perhaps 1/10th the size of said infrastructure in the US. However, perhaps 1/100th the brain power. This compared much more favorably now than say 5 years ago.... more years needed. Given current political climate, all manner of foriegn investment may be welcome from both sides, as liquidity among whizbang producers may be needed and the air of legitimacy surrounding companies will no doubt come as a valuable investment given massive infusions of excess liquidity in heavily turd infested waters. I would estimate as much as 1/2 of the "incubator" or "startups" in china are absolute garbage... However, the the mess is slowly being cleaned up, and the other 1/2 of VC funded stuff is reasonable, much utilizing partnered expertise from all over the world. (The chinese have a way of not pissing everyone off...hmmmm). Significant interest(all be it token and of difficult to ascertain value) from major pharmacetical players of all variety in the form of large buildings, assorted low value crap being produced....etc. How long before this turns over on itself and crushes us under its weight? Dunno.... what happened when we were getting Pinto's and transistor radios dumped in our lap? Much difference? I think maybe not so much different, but also not so much same. Technological edge is the killer. Brains can be had for the right price, but that price is perhaps more than all the T-Bills in china and mumbai right now, as most brains don't want to go to a polluted traffic frozen hell hole where nobody speaks your language...Infrastructure saturated, not enough capital infusion at the moment to justify any manner of recession as both parties will be damaged beyond repair. So, at this point, I'm just not seeing the major catalyst that will snap liquidity when uncle ben can just open up the printing press, and the chinese can still spit out crap even cheaper than cheap and fix commodity prices. So i think we muddle along with fudging the balance sheets, pretending there is no commodity inflation/asset deflation until the dollar is damn near worthless, and the american taxpayer is working 90 hours a week, like our brothers in china... However,,,, keeping my eyes open... when I see a line outside the bank... i think it may not be for free toasters...