Netbook Growth Sliding Like a Greek Bond [View article]
The price points for the x86 and RISC units will converge over time with high end x86 being smaller and smaller pieces of the market. If they don't win in RISC, they are out.
Not sure what you are seeing in terms of progress Intel is making. I don't see anything like that.
A Radical Solution for Healthcare: Kill the Hybrid [View article]
I agree with your point that almost any system is better than what we have now. If we took virtually any health care system from any democracy, it would more than likely be better than what we have now. Especially from a cost perspective.
On Oct 14 08:14 AM Moon Kil Woong wrote:
> The simple fact is, if businesses didn't shoulder a lot if not most > of the cost there would have been health care reform a long time > ago. Healthcare costs in the US are astronomical, inefficient, filled > with bureaucracy, with tons of people who are not medical expects > feeding off of the system from insurance companies, HMO's, and lawyers. > It is shameful that the best medical professionals have to watch > as their patients are subjected to a system that is injurious to > everyone. > > It is almost safe to say that any system is better than the one we > have today. The author's belief that the hybrid system is at fault > is largely true. Our doctors and medical staff are subjected to legal > suits, forced free labor under long hors and stressful conditions, > and some are underpaid and saddled with ridiculous education bills > while the medical insurance companies and lawyers find any and all > ways to deny medical coverage and operations to those that need them. > Scrapping the existing system hurts medical practitioners a lot less > (if at all) than the leeches connected to medical services. That's > why a majority of doctors are rooting for heath system reform.<br/> > > Personally, I tend to follow the doctor's reccomendations. It's usually > in my best interest.
The Myth That U.S. Health Care Is a Free Market [View article]
Hi Robert-Interesting viewpoint that health services by some intrinsic nature were not marketable goods.
How does this argument have merit given many European government have private health care companies. For example, in Switzerland where people spend 11% of GDP on health care they population there can buy insurance from a system of over 85 insurers. Europe and Canada provide a good example of systems with varying mixes of prriate and public that we can use to redesign our own system. If you believe that health care is not a marketable good you better tell Switzerland.
As far Paul Krugman, I would argue he is so partisan in his economics his views have to be discounted as a political polemic rather than economics.
Interesting comment although we disagree. Thanks.
On Jul 28 11:37 PM Robert0713 wrote:
> You really need to read some basic economics. Try Krugman's column > in the Times a couple of days ago. Health care is systematically > not a marketable good. Period. Full stop. Get some intelligence. > And stop reading Ayn Rand. That will rot your brain.
@danf Military spending will be cut. But that is more than likely is going to be things like 9/11 spending and contractor spending. DC is a bit overbuilt with fat salaries and "security contracts". I wouldn't mind big cuts there to be honest--or in government salaries. Re Afghanistan it depends on what you mean by the word "abandon".
Apple's Tablet Must Fold In Order to Be a Game Changer [View article]
Well, it actually is not clear at all whether the exclusivity deal extends to a 10 inch device. It depends on the wording and I doubt that either sides lawyers. More than likely it's general enough to be a problem for either side.
I do agree though that it will more than likely be announced on multiple carriers although availability dates may be impacted by that agreement. It's not public what the actual agreement says regarding "other potentially related devices". I've asked around for years now.
Apple's Tablet Must Fold In Order to Be a Game Changer [View article]
Well no, it just needs to be something I can fit in my pocket and can take with me. It doesn't technically have to "fold" --but they need a way to make it mobile.
Reaction to Google Nexus One and Spectrum Clarity [View article]
James- I'm not assuming they are warehousing spectrum. Since the spectrum cap was removed they've been rather practices in buying up huge chunks to keep others out. Do some research on the last 5 auctions--who bought and what they are doing with that spectrum now.
I agree on Video taking the most bandwidth but that is a pretty consensus idea.
Congress: Next Stimulus Package Should Fund a Conversion to Natural Gas [View article]
The government already meddle's in the space by: 1) setting MPG standards far lower than in Europe and Japan based on lobbying by US car makers. Look how that turned out. 2) Setting a gax much lower than elsewhere -- that causes over consumption relative to other country. Granted Europe and Japan both have better public transportation than in the US which is a greater alternative.
On Dec 05 10:57 PM dividend_growth wrote:
> With NG as cheap as it is now, the market can take care of itself. > There is no need for more government meddling here. According to > EIA, new NG electricity generating capacity already dwarfs everything > else.
Congress: Next Stimulus Package Should Fund a Conversion to Natural Gas [View article]
Well I myself have never railed against any subsidy for anything produced domestically as long as it is produced here.
On Dec 04 12:57 PM Daxtatter wrote:
> One thing I always found curious is that conservatives, who rail > against subsidies for renewables, support subsidies for nuclear and > natural gas vehicles (yes, nuclear is subsidized under Bush's energy > bill). > > Anywho, while I do think CNG has a place in some areas for certain > purposes, particularly in NG producing regions and areas with local > air quality problems, making it a cornerstone of our light vehicle > transportation isn't a great idea. First, such an increase in demand > for NG would put enormous strain on our existing NG infrastructure, > and in many parts of the country CNG isn't really much cheaper if > the full fuel tax that gasoline is charged was charged on it. Second, > NG is already going to see huge demand spikes in the future because > with higher emissions standards and cap and trade, new coal is basically > out of the question. Most new electricity capacity is wind and NG > (which actually compliment each other quite nicely), and that trend > is only going to become more prevalent.
Treasury Yield Curve: As Steep as Since 1980, But with a Twist [View article]
Not correct. Not if the bulk of the money is going into short term, not long term securities. i.e. very short duration treasury securties.
If banks stop putting their money in shorter duration--the curve will flatten to reflect the mediocre growth we are probably going to get. i.e. the curve will be less steep and reflect the bond markets actual view of economic prospects. Not the very postitive V curve recovery the steepest curve in 25 years would suggest.
On Dec 13 09:42 AM chap08 wrote:
> "It would be an interesting exercise to impute the price of treasuries > if you took out all the capital going to the government and put it > into the private sector instead. > > 1) Government borrowing rates would be higher > > 2) Spreads would be more narrow > > 3) The yield curve would not be as steep." > > Say again? If govt borrowing rates were higher, the yield curve would > be EVEN MORE, not less, steep. Short term rates will always be largely > determined by the Fed Funds (it will be close to zero either way). > If longer term Treasury yields are higher, then you've got yourself > a steeper yield curve. Plus - if there was any commercial lending > taking place, inflation expectations would be higher and this would > also be reflected in a steeper yield curve until the Fed decided > to raise rates.
Apple's Tablet Rumors: If It Is Not Mobile, It Won't Be a Game Changer [View article]
Actually, I write about what I invest in and am curious about.
Netbook Growth Sliding Like a Greek Bond [View article]
Not sure what you are seeing in terms of progress Intel is making. I don't see anything like that.
A Radical Solution for Healthcare: Kill the Hybrid [View article]
I agree with your point that almost any system is better than what we have now. If we took virtually any health care system from any democracy, it would more than likely be better than what we have now. Especially from a cost perspective.
On Oct 14 08:14 AM Moon Kil Woong wrote:
> The simple fact is, if businesses didn't shoulder a lot if not most
> of the cost there would have been health care reform a long time
> ago. Healthcare costs in the US are astronomical, inefficient, filled
> with bureaucracy, with tons of people who are not medical expects
> feeding off of the system from insurance companies, HMO's, and lawyers.
> It is shameful that the best medical professionals have to watch
> as their patients are subjected to a system that is injurious to
> everyone.
>
> It is almost safe to say that any system is better than the one we
> have today. The author's belief that the hybrid system is at fault
> is largely true. Our doctors and medical staff are subjected to legal
> suits, forced free labor under long hors and stressful conditions,
> and some are underpaid and saddled with ridiculous education bills
> while the medical insurance companies and lawyers find any and all
> ways to deny medical coverage and operations to those that need them.
> Scrapping the existing system hurts medical practitioners a lot less
> (if at all) than the leeches connected to medical services. That's
> why a majority of doctors are rooting for heath system reform.<br/>
>
> Personally, I tend to follow the doctor's reccomendations. It's usually
> in my best interest.
The Myth That U.S. Health Care Is a Free Market [View article]
How does this argument have merit given many European government have private health care companies. For example, in Switzerland where people spend 11% of GDP on health care they population there can buy insurance from a system of over 85 insurers. Europe and Canada provide a good example of systems with varying mixes of prriate and public that we can use to redesign our own system. If you believe that health care is not a marketable good you better tell Switzerland.
As far Paul Krugman, I would argue he is so partisan in his economics his views have to be discounted as a political polemic rather than economics.
Interesting comment although we disagree. Thanks.
On Jul 28 11:37 PM Robert0713 wrote:
> You really need to read some basic economics. Try Krugman's column
> in the Times a couple of days ago. Health care is systematically
> not a marketable good. Period. Full stop. Get some intelligence.
> And stop reading Ayn Rand. That will rot your brain.
11 Surprises for 2011 [View article]
11 Surprises for 2011 [View article]
11 Surprises for 2011 [View article]
Apple's Tablet Must Fold In Order to Be a Game Changer [View article]
I do agree though that it will more than likely be announced on multiple carriers although availability dates may be impacted by that agreement. It's not public what the actual agreement says regarding "other potentially related devices". I've asked around for years now.
Apple's Tablet Rumors: If It Is Not Mobile, It Won't Be a Game Changer [View article]
Apple's Tablet Must Fold In Order to Be a Game Changer [View article]
Apple's Tablet Must Fold In Order to Be a Game Changer [View article]
Reaction to Google Nexus One and Spectrum Clarity [View article]
I agree on Video taking the most bandwidth but that is a pretty consensus idea.
Congress: Next Stimulus Package Should Fund a Conversion to Natural Gas [View article]
1) setting MPG standards far lower than in Europe and Japan based on lobbying by US car makers. Look how that turned out.
2) Setting a gax much lower than elsewhere -- that causes over consumption relative to other country. Granted Europe and Japan both have better public transportation than in the US which is a greater alternative.
On Dec 05 10:57 PM dividend_growth wrote:
> With NG as cheap as it is now, the market can take care of itself.
> There is no need for more government meddling here. According to
> EIA, new NG electricity generating capacity already dwarfs everything
> else.
Congress: Next Stimulus Package Should Fund a Conversion to Natural Gas [View article]
On Dec 04 12:57 PM Daxtatter wrote:
> One thing I always found curious is that conservatives, who rail
> against subsidies for renewables, support subsidies for nuclear and
> natural gas vehicles (yes, nuclear is subsidized under Bush's energy
> bill).
>
> Anywho, while I do think CNG has a place in some areas for certain
> purposes, particularly in NG producing regions and areas with local
> air quality problems, making it a cornerstone of our light vehicle
> transportation isn't a great idea. First, such an increase in demand
> for NG would put enormous strain on our existing NG infrastructure,
> and in many parts of the country CNG isn't really much cheaper if
> the full fuel tax that gasoline is charged was charged on it. Second,
> NG is already going to see huge demand spikes in the future because
> with higher emissions standards and cap and trade, new coal is basically
> out of the question. Most new electricity capacity is wind and NG
> (which actually compliment each other quite nicely), and that trend
> is only going to become more prevalent.
Treasury Yield Curve: As Steep as Since 1980, But with a Twist [View article]
If banks stop putting their money in shorter duration--the curve will flatten to reflect the mediocre growth we are probably going to get. i.e. the curve will be less steep and reflect the bond markets actual view of economic prospects. Not the very postitive V curve recovery the steepest curve in 25 years would suggest.
On Dec 13 09:42 AM chap08 wrote:
> "It would be an interesting exercise to impute the price of treasuries
> if you took out all the capital going to the government and put it
> into the private sector instead.
>
> 1) Government borrowing rates would be higher
>
> 2) Spreads would be more narrow
>
> 3) The yield curve would not be as steep."
>
> Say again? If govt borrowing rates were higher, the yield curve would
> be EVEN MORE, not less, steep. Short term rates will always be largely
> determined by the Fed Funds (it will be close to zero either way).
> If longer term Treasury yields are higher, then you've got yourself
> a steeper yield curve. Plus - if there was any commercial lending
> taking place, inflation expectations would be higher and this would
> also be reflected in a steeper yield curve until the Fed decided
> to raise rates.