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Blue W.

Blue W.
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  • SolarCity: Taking An Important But Risky Step [View article]
    I like the view projected! Smart people can make it happen.
    Jun 18, 2014. 09:08 PM | 1 Like Like |Link to Comment
  • The Building of the American Railroad and Modern Day Parallels [View article]
    I believe you are way over emphasizing fear as a motivation for solar energy development. If the products are not economically viable the industry will become a small niche player. I expect the growth will follow a curve similar to other disruptive technologies. I see the apparent bubble in SolarCity as part of the process. I like SCTY better than solar panel manufactures because the customers are located in the US, even if the panels come from China. I am long SCTY.
    May 18, 2013. 12:25 PM | Likes Like |Link to Comment
  • The Building of the American Railroad and Modern Day Parallels [View article]
    As of May 2008, I'm a professor emeritus of engineering management at the George Washington University.
    May 6, 2010. 04:13 PM | 1 Like Like |Link to Comment
  • The Building of the American Railroad and Modern Day Parallels [View article]
    If we could internalize the cost of externalities [air and water pollution, land degradation, reductions in human health, and lives lost in production and transport] associated with fossil fuel usage, I believe solar and wind sources in time would prove to be superior energy solutions. However, there are no easy way to internalize the costs. A carbon tax and/or carbon permit cap and trade market are potential steps in the right direction for air pollution. However, an measuring system for determining the externalities and their quantity and cost is needed in EPA or some where in the federal government.
    May 6, 2010. 04:05 PM | 1 Like Like |Link to Comment
  • GE - Bad Management Strategy or Bad Luck? [View article]
    As a long term GE watcher, like the commenters above, I am diappointed in the performance under Immelt. However, I believe that he is not as bad as charactrized above. Jack followed a sinple strategy of sell the low performers and invest in the high performers. Also he revved up the existing training system and the management performance evaluation -. vitality curve. He cut back on R&D. He expanded sevices. He concentrated. on biggness to obtain monopoly profits. It was a very successful strategy, but one approach does not last forever. He squeezed out all the fat, but in my opinion went too far. He left a company that was narrow in technology and in old markets and very exposed to the business cycle.. Also, the high stress of the evaluation system has impacted cooperation among management personnel.

    From the outside, it appears that Immelt is not as hardnosed as Jack, nor as dramatic. He appears to be attempting to move GE into 21st century problems - environment, energy, and international infrastructure. He has increased investment in research and engineering. It appears that he is moving out of the heavy reliance on financial services for profits. Of course changing the direction of a company as large as GE takes time. I am hopeful; I hold GE stock.
    Jul 20, 2009. 12:29 PM | 2 Likes Like |Link to Comment
  • Alternative Energy: More Attractive, But No Quick Fix [View article]
    Americans like all other people around the world are selfish and shortsighted. Our leaders revolve from stupid to brilliant. Our political system divides governmental powers among three branches: excutive, legislative, and judicial, and reserves all powers not given to the federal government to the states. The result is big changes are hard to do, particularly when the president is shortsighted like Bush. However, often one or more states will initiate needed changes even the the executive branch does nothing. This has occurred. As an example, California is subsidizing alternative energy and stem cell research. I am confident that the next president will follow California's lead. Another aspect of America is private initiative. Look at the work of the Gates Foundation. My Europeans relatives like to criticize the US. They fail to recognize that we are 4% of the world's population and have limited resources. Also, we came to their aid twice in the 20th Century; Europe would be very different without US help in ridding it of its dictators. With the forthcoming political changes, we will remove our army from Iraq and participate in the change to alternative energy sources, the reduction of green houses gases, and the increase in global food production.
    Jul 4, 2008. 01:18 PM | Likes Like |Link to Comment
  • Options Trader: Thursday Outlook [View article]
    My Irish grandparents had 12 children. My father had 3. I have 4. The change in our respective family size is I believe attributable to the expectations of the mothers of the family. My grandmother was a full time wife and mother, and was expected to produce children. My mother was a successful professional, as has been both of my wifes. Another aspect is to the value of children to the parents. In rural societies, children contribute to net revenues; in urban societies, they contribute to net expenses of their families.
    Apr 25, 2008. 05:56 PM | 1 Like Like |Link to Comment