Collaptec Consolidolgy....

Apparently a few core technology companies can lead the tech-world while the others incubate thechninnovafeedafodder...

Cisco - might combine infrastructures with services and embed security therein...
Oracle - might combine applications with databases and embed people therein...
Apple - might combine laptops with phones and embed content therein...
Google - might combine 'lost and found' with 'search and conquer' and embed liberating knowledge therein...
HP - might combine cloud-burst-computing with storereport-info-Liquid-I/O (SILO) and embed Cisco Oracle Google and Apple therein...


?*******************Verizon On Board**********************?

VZ - could combine communications with experience and embed everyone's everywhere therein...
ATT - well, they have the iPhone & GSM ... TBC

Semi-Intra-Renewable Breakfast....

You wake up in the morning to get ready for work , only this time all the electricity you use is produced by a battery which runs out just when you are ready to go leave for work .. the neat thing here is that the medium in the battery is your breakfast and it was cooked by the heat by-product of delivering electricity to your morning..

then plug it full of a raw recharge et voila the next day's breakfast is ready

Intra-Renewables...

It makes no sense,...for example,...to grow algae in New Mexico only to burn the algae derived fuels predominantly in the major cities. This results in ejecting carbon emissions in the cities, but only sequestering C02 in New Mexico...this is inter-renewable as overall it can cancel out ~100% of the net C02 production; however, what's needed here is an Intra-Renewable methodology...one which can cancel out C02 at/near the source of C02 creation/emission...

So, the algae should grow proximal to the source of product fuel-burn ...example... Car runs on algae produced bio-diesel....car has algae growing in clear aqueous-circulating vents along all car body areas....when drivers pull up at the refiling station - they dump their algae-laden water for credit, and fill up with processed algae diesel and of course, more water to replace that displaced by dumping mature algae for credit (minus water cost ..)...this allows room for the next algae generations to grow amongst car body incubating areas...remember algae can multiply up to many times per day...Hee Hee Haa Haa ...

the refilling stations are the the algae diesel processors - and on the spot !!!

Some Possible New iPhone Touch Gestures...

The SWIRL gesture - swirl your finger in a circle to mark an endpoint for copying data to/from one field to another. So, swirl on the data you want to copy -> then swirl on the location you where you want it to land; then flick one of the swirled up spots with your finger, et voila, the data cruises over to the new location (if the new location is located on another device you could use a swirl on the data to be copied followed by a Squash gesture to flatten the swirled spot. This activates a search for a swirl endpoint on another device --> the receiving party(s) then create their landing zone swirls --> then flick, fling, or lasso to cruise the data over to the other devices

the Lasso gesture would allow you to fling to multiple devices at once or to gather an entire room of users to a conference call etc

Potential Future Upside Apple Ranges - The Old Data ...&... Totally Technical

New Improved Complete Portfolio for 2009...

Is nothing more than less of the same:
AAPL
GOOG
FRO
SFL
EXM
GE
ORCL
BAC
MDR
POT
IPI
MOS
MON
AUY
RIO
TCK

drop outs - will be back for summer school - and available for weekly trading detail
COP
RDSA
BP
PBR
XOM

oops - they'll be back:
ATT
VZ

Far Out PopCorn Stocks:
FCEL
AVAV

Driving Around the Oil Cycle...While licking an Oilsicle...

1. some military vehicles that no one wants to drive are being allowed to fall victim to destructive forces (don't be surprised no one is protecting vehicles that aren't survivable while driving anyway - gaining perspective on insurgency action when baited is good too)
2. all sorts of companies who make heavy-duty vehicles which aren't survivable could be going out of business soon
3. oil consumption is falling all around and oil stockpiling is rising, even on the highest of seas
4. consumers are seeking and finding deflated prices on staples, energy, and fuels while maintaining focus for functionality, reliability, usability, durability, pleasure, and to greater and greater degrees enviro-life-cycle-awareness-planning when considering technology, transportation, and durable goods products -
5. Americans will achieve all sorts of creative ways to build strong new financial positions around this economic debacle, so things that will be made using a "materials + technology + lifecycle awareness planning = strong products that make long-term sense" modality, should come to market and experience eventual success...
6. With all the people going out on infrastructure jobs, all the rest of the upcoming "New-Dealish" jobs arising, and all the new businesses filling gaps and cleansing up after all the company failure-fodder spilled around, surely there will be an increase in communications....So, these workers will save to treat themsleves to a useful piece of technology once they get back afloat withthe neccesities...this will indeed lead people to devices like smart-phones in droves...the iPhone should actually do very well in Barack's recovery environment to be characterized by a true work-for-money scheme...
7. Survivable vehicles will be deployed and driving will resume, new jet engines will be deployed and re-flying will re-sume, lot's of cheap fuel will be made stored and distributed for the next big burn...
8. The next Big Burn Will be achieved as parenting the world part 5 continues...oil stockpiling will reside and depletion will begendagain...after all, the faster we burn it up, the quicker we get on with societal-evolution

Even Change Doesn't Remain the Same...

Did You Know?

S'wanna No - A Fleeting Thought?

Is Not S'wanna...

Not S'wannas, a pastime not s'often used to pass the time...

Literally translated:
Not Surprisingly, What's you wanted s'not happening...

so what is happening?

Huge bubbles of unaffordable innovation R&D have been funded globally with borrowed monies, and now the world's conglomerates are buying it up with the help of their governments - consider this a race to gobble .. everything seemingly valuable later for any reason you can imagine - monetary giant's would like to take a bite while the risks of getting hurt in the process are low - so now is a time of economic battles and skirmishes reaching epic proportions...

what are the ramifications of all this...

There is so much work, some of which can't even be started in less than years and years...upcoming recessionary work environments should be characterized by service professionals facilitating all the reorganizations required to process business and government entity-conversions/adjustments within the new socio-economic climate, steadfast producer-workers building and renewing infrastructures to sustain modern civilized activities, scientific innovators and educators creating new solutions to solve fundamental challenges facing the human race worldwide, and every other ancillary feeding industry to any involved or interconnected aforementioned animate/inanimate entity(s). Anyone who can find niche-parity somewhere within any of these realms will do well by contributing via participation.

Reality for Real, it's for real !!!

1. 1st nothing is real
2. everything seems real enough that 1 is completely irrelevant
3. no matter how large a city road is expanded, the traffic expands to fill it up
4. a giant's sleeping baby continues growing all the time
5. fewer new automobile expenditures will surprisingly free up a lot of capital for smaller high tech devices to satisfy peoples delight in highly innovative toys
6. hd tv will roll in a huge amount of spending on the digital living room at a time when world tv set prices are clamoring toward all time lows
7. a single database platform will be able to serve all applications
8. grid computing will lead to software and hardware systems which leave the OSI model to obsolescence
9. quantum computing will allow compute-space to become larger than the universe it is computing within
10. good things that are made to last tend to attract and keep customers with lasting taste for good things

Is...

Not...

GreenSpan Wrong? ... No...

he couldn't be wrong - let's see..

he lowered rates so everyone could afford to buy expensive things in the interest rate environment he created

then he set the interest rate environment to expire before the buyers could accelerate beyond their economic escape velocity (ex. in real -estate; getting beyond momentum value swings and into real solid equity growth from time/population/wage growth) , so they were doomed to crash if they didn't have a bailout plan or a lucky parachute under the seat...

then he failed to recommend the long-term interest rate problem be corrected before everyone crashed

and to this day - the Feds still have not lowered long-term interest rates to help anyone out...I guess we'll have to wait until after the election to get lower long-term borrowing rates

PBR has bitten badly..

moving PBR monies to FRO

this will probably produce a bottom itself alone...couldn't take the Brazilian brand of risk anymore...

a little history:
PBR does great... finds tons of oil, biggest find in decades - develops world's largest renewable diesel production and distribution network

then, borrows tons to build fancy deep water rigs - then the workers strike and want a cut, then the govt wants to cut in and profit share with Brazil, then oil prices drop, now credit markets are dry and PBR can't issue bonds or raise capital from loans to develop their oil finds which need very high prices to be profitable in the first place...

so when I say MISTAKE - I mean - "NOT SELLING PBR @72ish with the Brain"

A Resuscitation Recession...

My outlook on this recession is seemingly overly optimistic...however, along with continued business as usual,albeit possibly reduced; the bail-outs, consolidations, failures, and new opportunities created by this crisis seem likely to provide plethora of projects for people involved in supporting the execution of these types of activities...which is for all practical purposes all activities...so, as long as your job is not the actual activity but rather a role sustaining the activity's likeliness to exist, your role should at least be easily transportable if all local activity planning should cease...

IT services, applications ... etc should do fine...

obviously if you specialize in some support role for the financial industry - you should be able able to find work somewhere -- facilities, security, human resources, IT ... etc.. anything not financial...

there is so much work to do in this country that - well - it's just time to get out from behind the desk and get to it - roads, bridges... yeah yeah samo samo - well, let's not forget all the ingenious ways people figure out how to start new industries based on the needs of the resident zeitgeist in order to avoid having to go out to work on roads and bridges... I would expect huge developments to expand efficiency, sustainability, and re-usability, based components for a more conservation minded consumer or business...intra-city railway projects, bio-diversified farming sprees, combined technology-center power/cooling/desalination plants, ...etc this could eventually affect the new construction markets which are traditionally insulated from rapid innovation's economic impact on aging structures....so if a rapid enough transformation occurs in building materials and methods ... it could be along long long long time before a lot of the greatly depreciated real estate in this country seems like a better bargain at a break-even or better prices, than better newer digs somewhere else, and if enough innovation ensues, new real estate right next door...

recession project example which drives IT services and sales...
once upon a time:
Company A bought application system X because X does M great
Company B bought application system Y because Y does L the way B likes it done

then one day along came a salesperson:
The salesperson told Company A the latest rectifimaximus O does M better faster stronger cheaper than X
The salesperson told Company B the latest rectifimaximus O does L that way and more than Y for less

well being the fiscally irresponsible self-bonus giving financial industry executives they were at Companies A and B:
Companies A and B regretfully declined to upgrade while there was still time to save them from the credit crisis by forcing them to create a real budget with real money for a real upgrade that earns and saves real dollars every second of every day...

now there's no money left for executives to plunder but various account holders think they have money and some retained their ability to work - so these accounts at least still have some value as customer assets:
Companies A and B are bought for their forward intrinsic value

The buying company - being run by those who are still running and who are forward thinking ... hmmmm:
scratching their heads .. realizes the best way to merge this to one application system is to ahem - upgrade to O and migrate X's M to O and Y's L to O

case closed

HideNerHare...Eternal Optimist...Everywhere

AAPL
FRO
PBR
BP
COP
BAC
ORCL
GE
RDSA
COP
XOM
CVX
GOOG

AgOOpple Sandwhich - Innovation Meets Big Oil's = Sun-Enhanced Wind-Pump'n Mechanico-Electric Thermo-Conservative Bio-Diesel Economies and "Cyano-Cannabis Algae Farms" for everyone

I'm hiding here ... where the cash is ... where the innovation is ... where World problems will find solutions creating new purified flows of capital by condensing the freshly evaporated capital, thought, and industries liquidity of late ...

nibblers
BOOM
RIO
MOS

Awe Shucks...

loss-out of BAC, T, and GE again...

watch out for that shoe ... drop

Ideas In Motion...

When we experience new ideas – it’s usually because we’re in the rift of those ahead of us in thought!

Why I Ask...

BAC or WFC - because all the smaller banks are loosing customers who fear their collapse - these customers should flee to large banks like Bank of America and Wells Fargo - where BAC has the larger dividend right now with a CEO who says he need not cut while WFC just raised theirs...!

GE - current and future energy, health as well as pretty much everything else is intertwined with this magic company, and it is yielding over 4% right now - good time to start dripping into this one...

BP - integrated global oil with an eye to the future for diverse energy portfolios and a yield over 5%

RDSA - integrated global oil with an eye to the future for diverse energy portfolios and a yield over 4.5%

FRO - safest and most versatile transportation of required petroleum crudes - the fundamental ingredient for just about everything modern you can imagine + huge yields which vary wildly according to tanker rates and bookings

T - benefiting from a huge influx of eager new customers who want to be part of the iPhone - these are most likely going to prove to be good customers - this flock is characteristic of positive enthusiasm toward accepting/using advanced services which are being/planned-to-be delivered over AT&T networks to iPhone users + dividend yield over 5%

AAPL - this growth stock has only just begun and is a good technology stock too


The Risky Side of Life:
PBR - risk has gotten a lot higher here as the Brazilian Govt. is considering curtailing PBR's involvement in the new oil finds to strictly service roles - they will still make mucho dinero and are trading below fair value for their current expected performance even barring the unexplored areas of the fields

SQM RIO IPI POT MON - commodities got these, down but they'll come back another day

FCEL AVAV AMSC ESLR NTDOY - remain in the running to be great someday .. holding steadfast here still seems likely to pay

ABB BOOM XTO SSL EMN BCKBF - not much more pain left to suffer here either ... right...

It appears to be all uphill from here

Slowing Tankers...

FRO has classic Head & Shoulders with a broken neckline - but ships are slowing - rates are climbing...

Charles' hair tossed at sea has unexpectedly slowed Frontline's tankers 3.8% since July...

FYI: Pentagon Claims that tankers in the sky (with diamonds) are more important than survivability, airlift, and operational utility...

So it goes again as the stale news continues to proclaim - well you get the rest - or not...

PBR Workers on 5 Day Strike...

This is a gift to the loooong term investor...who's looking to roll funds into a solid winner...like anyone who hasn't dumped one product VMR or NVDA yet ... get real - get on it - get with the winners - FRO PBR AAPL OOPS WROng article...

PBR could begin sinking to its lowest point .... forever...or not

If the worker strike causes a ridiculous sell-off followed by the largely expected growth in output, we may never see a lower low again ... ever - we will probably never see 15 again on this stock, which is where it was the first time I bought it. This is a growing company that has so far to go before it tops off that we probably truly will never see these loooow prices again - forever...

or - we'll see em tomorrow and I'll be wearin my barrel...solid Arkansas Oak with real iron skillet strappins...

runnin for a haircut...or not