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alpine

alpine
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  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    Although not directly relevant to the thrust of this article, one of the tragedies of the Indian aviation market is the miniscule demand for widebody aircraft for the second largest populated country in the world. With its diaspora spread across many parts of the more developed world, India should have a proud, national carrier that is ferrying people to the likes of USA, Britain, SEAsia, Europe, Canada, etc.

    Instead, it has allowed the likes of Singapore Airlines, Lufthansa, BA and a raft of Middle Eastern carriers to simply "cream" the market for themselves and push (without even trying too hard) Air India to be the shameful, humbling, humiliating national carrier that no one, other than the priviledged, special benefits class of Indian bureaucrats, etc to fly Air India guaranteeing it of losses and more humiliation for national pride forever.

    By increasing demand for narrowbodies, it will only help the foreign carriers expand their demand for widebodies to ferry people in and out of some 5 hubs such as Delhi, Bombay, etc.
    Aug 29, 2015. 11:33 PM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    I wonder if either one of the manufacturers has committed to local assembly in India. Surely this should reduce the cost of each plane, at least FX outlays for the airline?
    Aug 28, 2015. 11:02 AM | Likes Like |Link to Comment
  • Micron And Intel: Non-Volatile Memory Is Exploding [View article]
    Alas, you dear Sir, forgot to include the name of Mr. William Tidwell, whose immense wisdom, knowledge, sheer 'poetry' and age old New England dedication, persistence, fair play and loyalty of Mr. William Tidwell.
    Aug 28, 2015. 04:39 AM | 6 Likes Like |Link to Comment
  • Intel: The Memory Company [View article]
    Great, timely article. Is there any great future revenue wise in their photonics products, it would seem a necessary adjacency to advance Moore's Law at a total system level?
    Aug 27, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • Intel: The Memory Company [View article]
    If ever IMFT needs extra fab space (and heavy govt funding, be it in terms of providing infrastructure, govt grants, tax free holidays), Singapore govt is ever ready to throw in its full support behind MU and of course, INTC.

    One only needs to visit the surrounds of MU facilities in Singapore to witness its prominence in Singapore's own future!
    Aug 27, 2015. 12:28 PM | Likes Like |Link to Comment
  • IBM And Oracle: Comparing Revenues And Earnings Over The Past 5 Years [View article]
    I feel one key "sauce" guaranteeing Oracle's long term success, esp in the quarters ahead is simply the the founder, technology geek among other things, Larry Ellison is firmly in the saddle in the CTO space, and before long, I expect him to equalise any weaknesses Oracle has in its products offering, to be able to compete with the best of breed, i.e. the likes of Workday, Salesforce, Ultimate, IBM, Microsoft, SAP so many come to mind.

    IBM is by now run by leaders who really have no real skin in the game, either in terms of ownership or the passion to leave a legacy like Thomas Watson, etc.
    Aug 27, 2015. 08:26 AM | 1 Like Like |Link to Comment
  • Is Alibaba My Worst Investment? [View article]
    My Yahoo finance says BABA is in fact up in pre-market.......is the bottom in, time to bottom fish?
    Aug 27, 2015. 08:21 AM | Likes Like |Link to Comment
  • IBM And Oracle: Comparing Revenues And Earnings Over The Past 5 Years [View article]
    I am surprised at your last para, as Oracle is now in a perch position that IBM can only envy. They have made substantial inroads into key operational, financial and management software platforms, across "timeless" industries such as oil&gas, govt, financial services, FMCG, travel&leisure, healthcare among so many others that they will be the last man standing in hugely disrupted business, manufacturing services businesses in 10-20 years.
    Aug 25, 2015. 11:44 PM | Likes Like |Link to Comment
  • Crude Oil: Where Is The Bottom? [View article]
    A very interesting take on how recent economic trends developed, esp since 1911. If I reflect on developments exclusively in the West, I'm inclined to go along with much of your thesis, but I do have trouble with mapping your "life is a process" chart when I think of major countries such as China, India, SEAsia, even Africa and much of Latam.

    Also, your assertions surrounding "needing to let God in our lives" may seem relevant for the West (Europe and US, mainly) but so much of the rest of the world has indeed embraced religion (God) even of of a different path as a bulwark against so much violence, uncertainty, discrimination and economic and political oppression. Even in socialist countries such as Russia, China, India, Middle East, Eastern Europe, SEAsia, large numbers of peoples have turned to religion as providing the path to life peace and security.

    I'd be grateful for your thoughts, and of course, any scenario "mapping" of what exactly is likely to happen during the period till 2019, which of course, scaringly and suddenly, seems so, so far away......
    Aug 25, 2015. 02:09 AM | Likes Like |Link to Comment
  • Will China Bring Down Global Markets? [View article]
    Do you have a view on where equity, FI markets, oil and FX rates are headed till the end of the year?

    It seems you were one of the very few who saw this coming.
    Aug 25, 2015. 01:34 AM | Likes Like |Link to Comment
  • Is Alibaba My Worst Investment? [View article]
    If anyone should have some insight into BABA's goings on, it is almost certainly the SCMP, leading English newspaper in HK, and arguably one of the most respected in North and SEAsia:

    http://bit.ly/1U16n4w
    Aug 23, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Crude Oil: Where Is The Bottom? [View article]
    One only needs to look at the new class of automobiles, all of which either seem or are indeed ultra lightweight, to realise demand growth for oil is going to taper off rapidly worldwide over the next few years. Add to that bleak economic prospects, and you have a tough time justifying oil price increase in the future.
    Aug 20, 2015. 07:23 PM | Likes Like |Link to Comment
  • Will China Bring Down Global Markets? [View article]
    Great article, and the one nagging thought on the article I have is "what if China's peoples have slowly but surely transitioned to a sustained period of "physical, spiritual and psychological fatigue": over the past 40 years, they have been racing faster and faster, wanting to be no. 1 at everything, and now that they are almost at the destination, on many metrics, they realise perhaps there is no magic rainbow at the end of the journey.

    As a corollary, consumers in their traditional markets, e.g. USA, Europe, even parts of the emerging and frontier markets are leery of China's success, and could they be turning away from either making things in China or worse, buying their cheap or fake products.

    As anecdotal evidence, I watch and brief the great rush of many smart, well heeled Chinese out of their country to foreign shores, taking with them dreams and ambitions to be outside China. I think pollution, crowded cities, not so meaningful, individualistic lives, lack of leisure/self-expression opportunities, spirituality, etc, etc.....so many profound thoughts come to mind, once one reflects on how things turned out for Japan, SKorea, and yes, some countries in SEAsia.

    Hope I am wrong, and wrong absolutely.....
    Aug 19, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Living In The Future: Micron's Summer Analyst Conference [View article]
    As yet another soul at the end of the soup line, I sure hope some crumbs are on the way.....

    Great article, even if one keeps thinking "if all the key players, Samsung, Hynix, Sandisk are having massive drops in the stock prices at the same time, along with the likes of Intel, could this be a secular downturn, one lasting many years, in spite of all the leading edge product platforms that are being launched?"
    Aug 19, 2015. 10:27 AM | Likes Like |Link to Comment
  • Micron And Intel: Non-Volatile Memory Is Exploding [View article]
    As always, very interesting and thought-provoking article to a worried brain......

    It seems so, so logical that Intel and Micron should really merge, as the combined force could truly make them the investment theme of the next 10-20 years.

    Hopefully, demand for memory, storage across the computing sphere gets to an explosive X Point too.....
    Aug 19, 2015. 09:14 AM | 4 Likes Like |Link to Comment
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