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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: skinowski who wrote (88410)	11/3/2007 6:04:43 PM
From: arun gera	Read Replies (1) \| Respond to of 110194

>it is inevitable that collectively they would "outsmart", "outinvent" and outproduce the US...> Outproduce is already starting to happen in some sectors as it has to do with economies of scale and wage differences. Look at Tata Steel acquiring Corus. The Chinese companies have been trying to buy up others. Indian wireless carriers offer cell phone plans as low as $10/month and still make tons of money. Let us see if US allows them to provide service in USA. Reliance (India) already owns the international telecommunication networks into the US. They have also bought up a company (Yipes?) that provides broadband backbone in US cities. Outsmart is very difficult to judge. A few Indian companies are very well run and can outsmart their competitors on their own turf. Many americans do not realize that. Outinvent is still 25 years away. The migration of senior professionals of indian origin back to India will allow some pockets of innovation, but the floodgates will open up only in the next generation. -Arun

To: skinowski who wrote (88410)	11/4/2007 9:28:49 AM
From: Perspective	Read Replies (3) \| Respond to of 110194

I agree with the "relative" decline idea, except inasmuch as bringing so much incremental demand online pushes a finite supply of global resources to the limit. Up until recently, energy, air, water, and raw materials have been treated as limitless, priced only based upon how hard it is to get them from where they are to where they need to be. Some day, we will bump up against the finite limit of resources provided on our beautiful planet, just like so many bacteria in a petri dish eventually overwhelm the ability of the dish to provide nutrition and absorb waste. Fortunately, we're endowed with intelligence that bacteria lack; hopefully we actually use it. `BC