tndrroot's Comments tndrroot's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/321581/comments Intuitive Surgical, Inc. Q3 2009 Earnings Call Transcript http://seekingalpha.com/article/167728-intuitive-surgical-inc-q3-2009-earnings-call-transcript?source=feed#comment-723691 723691
Lonnie Smith is a business genius of the first rank.]]>
Wed, 21 Oct 2009 12:22:52 -0400
Lonnie Smith is a business genius of the first rank.]]>
Five Apple Predictions for 2009 http://seekingalpha.com/article/113078-five-apple-predictions-for-2009?source=feed#comment-346013 346013 Mon, 05 Jan 2009 00:20:34 -0500 Natural Gas Demand Continues to Decline http://seekingalpha.com/article/108315-natural-gas-demand-continues-to-decline?source=feed#comment-332393 332393 A couple of questions:
1. How close is the correlation between the manufacturing index and natural gas consumption. Isn't a large part of NG industrial consumption a fixed cost and therefore not greatly affected by volume increases/decreases?
2. You cover industrial NG use (29%) and residential use (20%). What sector uses the remaining 50%? Is it electrical? Isn't most electricity generation by NG for top off for peak demand? If so, then NG use by electric utilities may not correlate with overall demand fluctuations.
3. What are the current import/export numbers for LNG? Does USA have the capacity to export significant quantities of LNG?]]>
Wed, 17 Dec 2008 15:49:06 -0500 A couple of questions:
1. How close is the correlation between the manufacturing index and natural gas consumption. Isn't a large part of NG industrial consumption a fixed cost and therefore not greatly affected by volume increases/decreases?
2. You cover industrial NG use (29%) and residential use (20%). What sector uses the remaining 50%? Is it electrical? Isn't most electricity generation by NG for top off for peak demand? If so, then NG use by electric utilities may not correlate with overall demand fluctuations.
3. What are the current import/export numbers for LNG? Does USA have the capacity to export significant quantities of LNG?]]>