jacamar's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/168813/comments http://seekingalpha.com/article/145242-what-do-yahoo-to-microsoft-defections-mean?source=feed#comment-561610 561610 Thu, 25 Jun 2009 07:44:46 -0400 http://seekingalpha.com/article/111872-google-microsoft-and-yahoo-as-ford-gm-and-chrysler?source=feed#comment-335692 335692
All industries go through cycles and I don't disagree with your assertion that we don't know what things will look like in 10-50 years. I will say that while the big 3 are in trouble and the auto industry as a whole looks down. GM, etc. were loosing market share with the times were good.

I would qualify everything and say there is no replacement for good management. (aka Yahoo's management cost their shareholders $$$$$$$ and probably saved MSFT shareholders $$$$$$$) So we had two bad management teams. Yahoo just turned out worse.

By the way. Who is going to bail out the oil companies now that they are loosing about $4/bbl processing crude oil? Suggest that they buy gasoline and diesel fuel and recombine it to make crude oil and resell it at a $4 profit. New business model.

MSFT is underpriced. ]]> Mon, 22 Dec 2008 10:44:30 -0500
All industries go through cycles and I don't disagree with your assertion that we don't know what things will look like in 10-50 years. I will say that while the big 3 are in trouble and the auto industry as a whole looks down. GM, etc. were loosing market share with the times were good.

I would qualify everything and say there is no replacement for good management. (aka Yahoo's management cost their shareholders $$$$$$$ and probably saved MSFT shareholders $$$$$$$) So we had two bad management teams. Yahoo just turned out worse.

By the way. Who is going to bail out the oil companies now that they are loosing about $4/bbl processing crude oil? Suggest that they buy gasoline and diesel fuel and recombine it to make crude oil and resell it at a $4 profit. New business model.

MSFT is underpriced. ]]> http://seekingalpha.com/article/93340-energy-firms-should-look-to-u-s-shale-barron-s?source=feed#comment-242627 242627
If we want energy independence in the next 25 years we need to first elect McCain. Second through fourth are equal - develop onshore and off shore resources including ANWR. Figuring out how to build 100-150 nuclear power plants. (Where is all of the lectricity for plug in hybrids and electric cars coming from). Develop coal gasification technology.

Lets eat corn and soybeans and be the bread basket for the world. Yes someday(~ 100 years) we will run out of hydrocarbon in the ground, but by then hopefully we will be self sufficient in nuclear power. Also we should conserve and develop technologies that better utilize energy. The US government (USCAR / PNGV) sponsored a program and gave $100's of millions to the US auto industry to develop a high mileage car. The US OEMs studied and talked about it, spent the money while Honda introduced the Insight and Toyota the Prius and Detroit delivered the mobil Subdivision and three versions fo the Hummer.

But we could solve all of our problems by electimg Obama who will bless the 5 barrels of biodiesel and 2 wind farms and we will have our fill with baskets of energy left over.

]]> Sun, 31 Aug 2008 13:05:21 -0400
If we want energy independence in the next 25 years we need to first elect McCain. Second through fourth are equal - develop onshore and off shore resources including ANWR. Figuring out how to build 100-150 nuclear power plants. (Where is all of the lectricity for plug in hybrids and electric cars coming from). Develop coal gasification technology.

Lets eat corn and soybeans and be the bread basket for the world. Yes someday(~ 100 years) we will run out of hydrocarbon in the ground, but by then hopefully we will be self sufficient in nuclear power. Also we should conserve and develop technologies that better utilize energy. The US government (USCAR / PNGV) sponsored a program and gave $100's of millions to the US auto industry to develop a high mileage car. The US OEMs studied and talked about it, spent the money while Honda introduced the Insight and Toyota the Prius and Detroit delivered the mobil Subdivision and three versions fo the Hummer.

But we could solve all of our problems by electimg Obama who will bless the 5 barrels of biodiesel and 2 wind farms and we will have our fill with baskets of energy left over.

]]> http://seekingalpha.com/article/91344-google-s-android-beyond-phones-farther-reaching-aspirations?source=feed#comment-233224 233224 Mon, 18 Aug 2008 12:54:29 -0400 http://seekingalpha.com/article/88753-is-the-ethanol-mandate-likely-to-be-repealed?source=feed#comment-221790 221790 Sun, 03 Aug 2008 19:13:52 -0400 http://seekingalpha.com/article/88753-is-the-ethanol-mandate-likely-to-be-repealed?source=feed#comment-221438 221438 Sun, 03 Aug 2008 10:11:49 -0400 http://seekingalpha.com/article/87929-impact-of-gm-destroying-the-ev1?source=feed#comment-218120 218120
Also quit harping on GM. They had/have to do something. With all of the legacy costs they have few options.]]> Wed, 30 Jul 2008 07:57:58 -0400
Also quit harping on GM. They had/have to do something. With all of the legacy costs they have few options.]]> http://seekingalpha.com/article/85437-gm-slashes-benefits-one-bad-decision-after-another?source=feed#comment-207586 207586
We have come to focus on today and tomorrow not next week and next year. Maybe this will bring a awakening in the US that we need to look 1-5-10-20-50 years down the road. I heard yesterday a candidate in Virgina opposed to offshore drilling because it would not yield any revenue to the state untill 2030. So let's wait another 10 years and then the revenue will be seen in 2040. I think we need to start thinking about our children and grandchildren and get our acts together. Hydrocarbon fuel is still king and will be for many years so lets get going developing our resources. Nuclear is next so let's start building plants, they should start coming on line in 10-20 years. All the other nickel and dime stuff we are doing with biofuels, wind, solar are neat, but will not make a dent in demand.

Bottom line is to conserve and to develop new high output energy sources. By they way, lets liquify some coal now that the EPA has agreed to sequestering CO2 emissions. South Africa has been doing this for years.

Sorry for the divergence, I just get tired of people complaining and not getting on with business. By the way what company is for practical purposes sold out of hybrids????

]]> Thu, 17 Jul 2008 09:12:04 -0400
We have come to focus on today and tomorrow not next week and next year. Maybe this will bring a awakening in the US that we need to look 1-5-10-20-50 years down the road. I heard yesterday a candidate in Virgina opposed to offshore drilling because it would not yield any revenue to the state untill 2030. So let's wait another 10 years and then the revenue will be seen in 2040. I think we need to start thinking about our children and grandchildren and get our acts together. Hydrocarbon fuel is still king and will be for many years so lets get going developing our resources. Nuclear is next so let's start building plants, they should start coming on line in 10-20 years. All the other nickel and dime stuff we are doing with biofuels, wind, solar are neat, but will not make a dent in demand.

Bottom line is to conserve and to develop new high output energy sources. By they way, lets liquify some coal now that the EPA has agreed to sequestering CO2 emissions. South Africa has been doing this for years.

Sorry for the divergence, I just get tired of people complaining and not getting on with business. By the way what company is for practical purposes sold out of hybrids????

]]> http://seekingalpha.com/article/70137-corn-ethanol-can-never-replace-meaningful-quantities-of-motor-fuel?source=feed#comment-132281 132281 Thu, 27 Mar 2008 08:05:43 -0400