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

To: TobagoJack who wrote (27975)	1/20/2008 9:04:06 AM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 217549

You are talking about FDR (New Deal) redux ?

To: TobagoJack who wrote (27975)	1/20/2008 10:31:14 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 217549

TJ there are things like obsolete techbology which need replacement. For example right now i am using a teeny little laptop, paper back sized, connected via Zenbu Wi-Fi to ADSL and cyberspace. There is TDMA analogue and GSM infrastructure handling mobile phone/cyberphone connection. One thing we have agreed on all along is how good cyberspace is. qcom is in the core of the process. see elm go to timor, not to plant sugar as the indians in fiji did 100 years ago, but to plant cyberphone towers. Mqurice

To: TobagoJack who wrote (27975)	1/20/2008 10:15:34 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 217549

Photovoltaics. QUALCOMM has installed a substantial area of photovoltaics in San Diego: internetcommunications.tmcnet.com Apart from being reasonably priced electricity [I suppose, at current coal/oil/gas prices] it also provides energy security. If there is carnage in the oil world, so that even diesel generators get a problem, the photovoltaics will just keep humming along [not that they actually hum - they are more efficient than that]. Kyocera is a buddy of QUALCOMM so perhaps there's some quid pro quo there too, such as making photovoltaics cheap enough to put on base stations in East Timor to avoid the need for reticulated electricity which is not very secure in dodgy places. The last time I checked, [over a decade ago] the break-even energy equivalent of photovoltaics was something like $50 a barrel of oil. Meaning, with oil below that price, photovoltaics had limited market prospects. Above it, oil would be losing a lot of market share. Meaning that the grid would be overtaken by photovoltaics [in the sun belt if not London, England]. I have been a fan club member of BP Solar and photovoltaics in general since the 1980s. There is NO shortage of silicon, unlike platinum for catalytic converters. So once it's economic, the sky's the limit. Mqurice