TraderMark

Is Cleantech the Next Boom (or Bubble?)

But you said the private system is working wonders? Healthcare is in the private system.

Doesnt sound like it from your litany of complaints.

" It has nothing to do with a lack of competition, lawyers, government regulation, and people not being able to quantify costs/benefits."

Is Cleantech the Next Boom (or Bubble?)

don't forget Goldman Sachs is preparing for the carbon tax trading era and they need a massive new source of profits. If Goldman Sachs want it, our government will provide it.


On Oct 08 09:37 AM La Marque wrote:

> The smart grid is nothing more than the greens taking your money
> and forcing up the cost of living. Alt Energy is here to stay and
> the environmentalists are well on the way to making it competitive
> by raising prices on carbon based energy.

Is Cleantech the Next Boom (or Bubble?)

do you believe the current healthcare system is efficient? one where desk clerks are still using paper records because if we go electronic ala "the socialists" 10 years ago, government would pry on us? ;)

I agree those other systems are not efficient but this is 1 case where the private sector has done a terrible job making this sector efficient. Literally all medical forms being standardized across insurers probably could slash 5% off the prices in 1 fell swoop.


On Oct 08 09:12 AM John Galt wrote:

> > just imagine how many jobs it would destroy in the country if we
> had an efficient healthcare system. More paper pushing!
>
> An efficient healthcare system? Like an efficient postal system?
> Efficient social security system? Efficient welfare system? Efficient
> government run railroads?

Is Cleantech the Next Boom (or Bubble?)

they will go to healthcare, Walmart, and federal government jobs. The same place many of the old industrial jobs we sent away have been going.

we are now up to 1/3rd of all jobs in public or pseudo public (education, healthcare) supported by the 2/3rds not. And you can guess which way the trend is going. I am just awaiting the day we get to 50/50 which should be in about 15 years .

Anyone serious about healthcare reform will never have a chance - just imagine how many jobs it would destroy in the country if we had an efficient healthcare system. More paper pushing!


On Oct 07 03:52 PM Tom Huang wrote:

> if clean energy can create 5 million jobs. then where is the old
> energy workers go? will it also take part of old energy jobs away?

Is Cleantech the Next Boom (or Bubble?)

who says these things will ever go away?

see our housing market
see our agriculture situation
see our defense industry

etc

or even in cleantech, Germany has been subsidizing for over a decade

China is subsidizing

think people need to get used to the idea that the US is moving to a stage of permanent subsidization of many things

do you remember the last year the government did not do a "stimulus"? can you guess when the next year will be when we do not do a "stimulus"?


On Oct 07 04:03 PM Jasper M wrote:

> As so many articels here have pointed out, it is only government
> funding that is keeping purchases in Most industries going - how
> much more true for the 'cleantech' fad? When that funding is (inevitably)
> withdrawn, in a month or a year, are we to seriously suppose that
> the fad will somehow sustain itself?
> I wish nothing but good fortune to the company, and any lucky enought
> o be employed by it, but I would urge all concerned to have a 'Plan
> B'.

A123: Hype or Hope?

What will be funny is when the brokerages who brought AONE public will issue buys when they initiatve coverage in 30 days with some far fetched valuation metrics.

In 1999 it used to be # of eyeballs... I guess they can come up with something similar.

Again for all I know this is a great company who becomes the leader of the industry in 2014. But today its just a speculation.


On Sep 25 10:05 AM manya05 wrote:

> Hype if I ever saw it...some investors never learn it seems. Having
> said that, it is well known that these hype-fueled stocks sometimes
> take months or years to reach their true valuation (which is usually
> much less that the IPO price).

A123: Hype or Hope?

The price to sales on AONE - even on a forward basis is now remiscent of many dot coms.