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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (535)

1/22/2014 10:19:49 AM

From: Kirk ©

Respond to of 26782

We get so US centric here we forget that other countries have similar problems with different leaders. It looks like Taiwan has similar problems moving 20 somethings out of the nest AND problems keeping the older, more members of society employed. What is interesting to me is Taiwan has public health care so I believe there is not the same incentive to replace experience workers with younger workers to save on health insurance. It may be more about hiring those who you can squeeze more hours out of.

Taiwan December unemployment rate drops, says DGBAS
Taiwan had 469,000 jobless citizens in December 2013, equivalent to an unemployment rate of 4.08% which dropped by 0.08 ppt sequentially and 0.10 ppt on year, according to the Directorate-General of Budget, Accounting and Statistics (DGBAS).

Taiwan's population aged 15 and over stood at 19.639 million in December, consisting of 11.498 million for labor force with a labor participation rate of 58.55%, DGBAS indicated.

In December, Taiwan's unemployment rate was lower than France (10.8%), the UK (7.4%), Canada (7.2%)Canada, the US (6.7%), Germany (5.2%), but higher than Japan (4.0%), Hong Kong (3.2%), South Korea (2.9%) and Singapore (1.8%), DGBAS said.

DGBAS: Taiwan unemployment by age group, December 2013
Age group	Labor participation rate	Unemployment rate
15-24	29.58%	13.17%
25-44	86.64%	4.27%
45-64	60.73%	2.25%

Source: DGBAS, compiled by Digitimes, January 2014

News website: www.digitimes.com

To: Jerome who wrote (535)	1/22/2014 11:06:51 AM
From: robert b furman	Read Replies (1) \| Respond to of 26782

Hi Jerome, I agree with intc - if IBM sells lower servers to lenova - they will compete on price and guess who sells the server processors.As ex CEO said - Guess who is making the most money in mobility? - aapl then intc. I think all of the talk about csco losing its server business and software defined servers will take away csco's core business - is a lot of fear mongering much like that which has impacted intc for over the last year or so. I put T in the realm of rumor mongering as well - t mobile is a pimple on an elephants butt .At&t has the largest 4th generation wireless infrastructure with fios having been ridiculed for over 5 years - they have built out a wireless infrastructure that will threaten cablecos and satellite distributors .Years ahead and suffering from a change in billing brought on by smaller systems nibbling at their heals - like intc and csco much over blown future problems. Natural gas will continue to come on in great supply as it is a bi-product of shale fracing and that is expected to go strong through at leats 2015 maybe even 2017. Great post thanks for the thought starters. Has HPQ morphed from hardware enough to be that profitable? It seems IBM selling server business makes me question the services morph having been accomplished that quickly and that substantial