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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (90338)	9/14/2009 8:22:32 AM
From: robert b furman	2 Recommendations Respond to of 94695

Hi Larry, I graduated from an engineering school. There will never be enough EE's.They are a breed amongst themselves. China will graduate more - with 2 billion in population they need to. I believe ,if you look at what Intel is doing with its 3 fabs in the USA and Qualcomm,Apple,Palm,Rinmm (canadian), we will see the next megatrend develope over the next 12-18 months. With it will grow the need to build out G4 telecom infrastucture.Additionally, the network enterprise player hardware and software(csco,ibm, or orcl) will be in demand to continue the efficiency drive that even is needed by natural resource companies. Travel in business will be displaced by meetings.Orders will occur on client user data bases with out sales reps both big business and small business - it is pervasive and relentless. This growth will not trigger commodity inflation as it did last time.It will occur in an economic environment that is anemic rather than blowoff. These companies can fund their R&D and there future product rollouts. It will be somewhat slower and under the horizon. The profits will be steady and controllable - the nice way that can be planned. It is not a bad world coming - it just isn't GOGO and it will be amongst a lot of noise. There was a lot of malinvestment.There are a lot of player and investors that are no longer around. Those conservative companies that honored their cash hordes as the assurance of their future, have been methodicly reapplying their R&D dollars to productive uses. The mega tren started by the PC boosted by the internet will continue to more data mobile. That will be very powerful and long term. JMHO Bob