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: Maurice Winn who wrote (72729)	4/4/2011 6:31:46 AM
From: elmatador	Read Replies (1) \| Respond to of 217560

First stage completed. Remove Old Jacobs who was more interested to fight than contemplate survival strategy. Second stage: Diversify. Diversify to have a menu of technologies. See the buying of many companies in recent years. This is the preparation for the shakeout that will soon happen. What is the shake out. As we know we are living through the Great Unwinding. And affects every single sector. Large US operators -who are key to introduction of Smartphone technologies- are no exception. As the telecom vendors bulk up and merge, so will operators. See: What happens if AT&T, T-Mobile merge? postbulletin.com Third stage: Starting now and it is not in the press. You read here from the thread where things that hit the press in one year, are discussed. Competitors to the Chinese start to counterattack. And they use the same weapon the Chinese hit them. PRICE. They decided to compete with the Chinese on price. And competition chnges to price, everyone gets squeezed. That is what will percolate down to QCOM nd will led to their demise.

To: Maurice Winn who wrote (72729)	4/4/2011 6:54:59 AM
From: elmatador	Read Replies (1) \| Respond to of 217560

"A fast growth speed would bring more jobs but lead to high inflationary pressure; A slower speed means less new jobs and risks economic recession," the premier said. You might not have read this posting. Message 27282115 But the pointers showing into what direction the elephant will turn in bed are there: China Eleventh Five-year Plan. The government must pay close attention to economic restructuring, and give priority to developing small and medium-sized enterprises, especially small hi-tech firms, and developing the service sector, including producer services, which would help create more jobs, said Wen. The Chinese government will throw its weight into the economy. This time moving away from Stalinist economy. Stalinist economy is to throw capital and labor on natural resources and country skyrockets. Message 26983802 Come on! do not leave any Elmat posting without reading. Else you lose the thread I'm weaving here. Pretty soon, in a year's time, the press will be talking about the Chinese focus in home grown technology, focusing in growing it at home and not paying royalties and licenses. But it will take a year out there. Here we already know it.