fair enough , but has anyone questioned if all the bullets came from the same gun ??? after 50 years
there still is no conclusive evidence if all the bullets fired at JFK and Connelly came from the same
think for a moment ... an unknown "community organizer" with hardly a scintilla of political
background infiltrates national politics and gets free food and lodging for his family ...
we will see the actual level of electorate stupidity in 2017 , when BO writes a book and
goes on speaking tours ... and what people are willing to pay .. g
the last cross didn't turn out so well , hope this one will be different .. i think that your Oct timeframe is
about right ..
standing by , tho' i think that this one will be token ... by this time next year, things should look a lot different ..
VOD purchase will be fully acretive and lowing debt service will greatly increase cash flow ...
Why did anyone think a person with no executive experience could handle the presidency?
many many people believed this to be a joke ... but the slick , smarmy , Democratic party knew
how to run a campaign ..
both of BO's elections were nothing more than populist movements .... 100 years ago , populists tried mightily
to put candidates in office and failed miserably , for good reason ...
60 years ago , Ike spouted about the industrial/military complex , then took up residence on the golf
course and let the juggernaut take over ... Obama has been a joke since the get-go ...
once the daily avg sunlight falls below 13 hrs , we should start to see what kind of harvest to expect ...
GF was NOT going to buy the sight ... the most they would have bought would
be 1 building , actually all they wanted were the engineers , probably planned
to lease B 323 and run development .. there is over 3.5 million sf at EF ... and
not much going on ... ceramic packaging is now a thing of the past and that
probably used about 500k sf Kingston is long gone and Pokip site might
be going away ...
With the mix of displays (more time consuming)
Raf .. one of the big features of the Snup , is no down time to switch products ...
that's a huge boost to both capacity and cycle times ..
one thing that has never been discussed (either on the board, or CC's) is
cycle times ... they will never release actual numbers here , but they could
give a % of cycle time reduction , there was a brief mention of TAT , or turn
around time being greatly reduced ... g
cycle time figures directly into operating costs .. garce
aye aye .. a pleasure for the ears ... also that AS mentioned that the product for wearables would
be something less than military specs and 600/ wafer can be expected ... looks like there's plenty
of capacity ... g
so far , the "wearable " market has not caught fire .. in order to establish a market , the
entry devices will need to be cheap , after that , consumers will demand better devices ..
as the segment grows , people will be willing to pony up more quid for a better device ..
better being defined by quality of images and power consumption .. lcos/led will
continue to race to their physical zeniths and OLED will grow ...
it's still good to know that Eman's mgmt was willing to lay out a five year plan to
get into consumer products ... g
if anything , GF would have bought building 323 , or half of it because the other
half is development , who knows what was in that package , but GF was only
after the engineers .. anyway , Emagin is housed in the 330 D phase .. probably
about 1/2 million sf empty now and sintering is probably going away , with organic
packing taking over , so there's lots of real estate that IBM needs to do something
with .. .the EF site is so toxic that i doubt they can ever sell the site ... g
starting with LG and magnified by SP , buybacks have pretty much choked IBM , and the major investors know
this .. now , with no upgrades to the chip foundry , they cannot sell it ... execs missed the boat here ,
no reason why IBM could not have run a profitable chip foundry , supplying itself and a few others with
high margin chips , the problem is that IBM has long had margin targets and chips no longer meet it , too
this tranisition is going to be tough .. IBM has sold off about 90% of it's hardware over the past 25 years ,
migrating to very high margin IT contracts .. the problem now is , with the emergence of the cloud AND
a slew of competent competitors this transition will not be a swift as those in the past ... a major overhaul
is needed , maybe bite the bullet and take a year or two of greatly decreasing revenues and posture
itself for the next decade .. i'm still watching , but don't see buying back in for at least a year ...
i could be wrong , but do believe i can better use capital elsewhere ... g
i say this was the best CC yet .. some real pertinent questions and no evasion ...
also , it was great to hear about plans going beyond the next 2 q's
schatz , maybe we should be a little kinder to Bungalow Bill ..
after all , he used to be an Emagin vendor , he sure sounds
like sour grapes ,eh ?