Gen Kanai's Comments Gen Kanai's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206/comments Baidu: Silence is Not Golden, It's Poison http://seekingalpha.com/article/108957-baidu-silence-is-not-golden-it-s-poison?source=feed#comment-320375 320375
globalvoicesonline.org.../]]>
Wed, 03 Dec 2008 21:14:52 -0500
globalvoicesonline.org.../]]>
Can Tokyo Regain Its Luster as a World Financial Center? http://seekingalpha.com/article/37626-can-tokyo-regain-its-luster-as-a-world-financial-center?source=feed#comment-87948 87948 Thu, 07 Jun 2007 09:44:14 -0400 More Japanese Polarization: Only the Truly Global Will Prosper http://seekingalpha.com/article/36221-more-japanese-polarization-only-the-truly-global-will-prosper?source=feed#comment-86741 86741
I've worked for the "leading" Japanese automaker and the leading Japanese consumer electronics brand and neither enterprise was "truly global" by my own estimation (i.e. board of directors and senior executives 90%+ Japanese.)]]>
Tue, 22 May 2007 08:41:46 -0400
I've worked for the "leading" Japanese automaker and the leading Japanese consumer electronics brand and neither enterprise was "truly global" by my own estimation (i.e. board of directors and senior executives 90%+ Japanese.)]]>
Japanese Government to Embrace Linux http://seekingalpha.com/article/34429-japanese-government-to-embrace-linux?source=feed#comment-85535 85535
chosaq サ Japanese government eyeing Linux? Quick deconstruction of a non-story.]]>
Sat, 05 May 2007 07:15:30 -0400
chosaq サ Japanese government eyeing Linux? Quick deconstruction of a non-story.]]>
Japanese Government to Embrace Linux http://seekingalpha.com/article/34429-japanese-government-to-embrace-linux?source=feed#comment-85533 85533
The IPA has funded a number of interesting tests in various locales but there has to be a serious desire to change in order to get people to adopt new software, especially at the client level.

I recommend that people keep healthy skepticism on this topic. We've heard the same empty promises before many times and frankly, I'll believe it when I see it with my own two eyes.]]>
Sat, 05 May 2007 07:02:02 -0400
The IPA has funded a number of interesting tests in various locales but there has to be a serious desire to change in order to get people to adopt new software, especially at the client level.

I recommend that people keep healthy skepticism on this topic. We've heard the same empty promises before many times and frankly, I'll believe it when I see it with my own two eyes.]]>
KKR: Japan 'Fertile Territory' for PE http://seekingalpha.com/article/33478-kkr-japan-fertile-territory-for-pe?source=feed#comment-85047 85047
A few other similar ones are here:

Bloomberg
www.bloomberg.com/apps...;sid=aJMcm4NHjnNw&...

AFP (via turkishpress; unflattering photo...)
www.turkishpress.com/n...]]>
Thu, 26 Apr 2007 04:52:10 -0400
A few other similar ones are here:

Bloomberg
www.bloomberg.com/apps...;sid=aJMcm4NHjnNw&...

AFP (via turkishpress; unflattering photo...)
www.turkishpress.com/n...]]>
Nikko Cordial Bouncing Around; I'm Not Selling http://seekingalpha.com/article/28315-nikko-cordial-bouncing-around-i-m-not-selling?source=feed#comment-81925 81925
The way the NYSE and the TSE handle delistings are pretty different and the TSE seems to be less investor-friendly.]]>
Thu, 01 Mar 2007 00:39:12 -0500
The way the NYSE and the TSE handle delistings are pretty different and the TSE seems to be less investor-friendly.]]>
Can the BlackBerry Crack Japan? http://seekingalpha.com/article/17505-can-the-blackberry-crack-japan?source=feed#comment-66380 66380
If you really wanted a Blackberry, you could have bought a Hong Kong Blackberry that works in Japan currently (DoCoMo and Vodafone/Softbank networks).

This is much ado about nothing.]]>
Tue, 26 Sep 2006 10:36:08 -0400
If you really wanted a Blackberry, you could have bought a Hong Kong Blackberry that works in Japan currently (DoCoMo and Vodafone/Softbank networks).

This is much ado about nothing.]]>
IPO of Sony's Internet Arm Planned (SNE, NMR) http://seekingalpha.com/article/4665-ipo-of-sony-s-internet-arm-planned-sne-nmr?source=feed#comment-2117 2117
An IPO of an ISP in 2005? The market was interested in this sort of IPO about 8 years ago. An ISP that doesn't own it's own network? How profitable has this business been? Take a close look at the P/L before you go near that stock.]]>
Thu, 01 Dec 2005 05:19:27 -0500
An IPO of an ISP in 2005? The market was interested in this sort of IPO about 8 years ago. An ISP that doesn't own it's own network? How profitable has this business been? Take a close look at the P/L before you go near that stock.]]>
What Happened to Mitsubishi Motors? (GS, DCX) http://seekingalpha.com/article/4236-what-happened-to-mitsubishi-motors-gs-dcx?source=feed#comment-1969 1969
We've seen the Japanese govt. step in to save Daiei and I predict the same would happen here, even if I think that in the long term it isn't the right use of Japanese taxpayers' funds.]]>
Mon, 14 Nov 2005 20:58:32 -0500
We've seen the Japanese govt. step in to save Daiei and I predict the same would happen here, even if I think that in the long term it isn't the right use of Japanese taxpayers' funds.]]>
Merrill Lynch's Jesper Koll, "Japan is Back, For Real This Time" http://seekingalpha.com/article/3770-merrill-lynch-s-jesper-koll-japan-is-back-for-real-this-time?source=feed#comment-1854 1854
Japan can't afford to build a big mililary because, 1) they don't have the people to do so, and 2) it is a politically sensitive move to do so. If you follow Japan's news, you know that Koizumi is trying to get changes made to the constitution to allow for a real military. Even if that is voted in, it will take generations for Japanese citizens to be comfortable with the idea of a military like Japan had previously. For over 50 years, Japan has been without a real military. Also, note the fact that Japan's Asian neighbors are not at all comfortable with Japan's moves towards a real military. That's another perspective that cannot be ignored. Japan's profile in Asia and it's history means that they cannot do anything without impacting others in this region. Finally, more Japanese in a professional military means less people to work. Japan may not be able to afford that.

As to your comments re: Japan's space program, I think that the govt. has been working to raise the profile of Japan's space program including the launches of satellites in the past few years, and then the recently reported high-altitude tests of prototypes in the Australian Outback. I agree it's an important growth area.]]>
Sat, 05 Nov 2005 21:49:49 -0500
Japan can't afford to build a big mililary because, 1) they don't have the people to do so, and 2) it is a politically sensitive move to do so. If you follow Japan's news, you know that Koizumi is trying to get changes made to the constitution to allow for a real military. Even if that is voted in, it will take generations for Japanese citizens to be comfortable with the idea of a military like Japan had previously. For over 50 years, Japan has been without a real military. Also, note the fact that Japan's Asian neighbors are not at all comfortable with Japan's moves towards a real military. That's another perspective that cannot be ignored. Japan's profile in Asia and it's history means that they cannot do anything without impacting others in this region. Finally, more Japanese in a professional military means less people to work. Japan may not be able to afford that.

As to your comments re: Japan's space program, I think that the govt. has been working to raise the profile of Japan's space program including the launches of satellites in the past few years, and then the recently reported high-altitude tests of prototypes in the Australian Outback. I agree it's an important growth area.]]>
Merrill Lynch's Jesper Koll, "Japan is Back, For Real This Time" http://seekingalpha.com/article/3770-merrill-lynch-s-jesper-koll-japan-is-back-for-real-this-time?source=feed#comment-1800 1800 Tue, 25 Oct 2005 23:53:54 -0400 Merrill Lynch's Jesper Koll, "Japan is Back, For Real This Time" http://seekingalpha.com/article/3770-merrill-lynch-s-jesper-koll-japan-is-back-for-real-this-time?source=feed#comment-1799 1799
I'm one of the most skeptical and bearish on Japan but I do think there has been a significant change.

That said, I know for a fact that Japanese companies are still tied to informal keiretsu and do not always go for the cheapest vendor. Relationships are so powerful in Japan they often trump economics.]]>
Tue, 25 Oct 2005 23:46:34 -0400
I'm one of the most skeptical and bearish on Japan but I do think there has been a significant change.

That said, I know for a fact that Japanese companies are still tied to informal keiretsu and do not always go for the cheapest vendor. Relationships are so powerful in Japan they often trump economics.]]>