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cd34 · 2006-02-09, 01:52 PM

I had a really good response, and firefox crashed on me.

MSFT -- personally, I don't see them as a growth company. if they can move from their current model to a subscription model (that 49.95 thing that runs windows update automatically is a step in that direction), then perhaps. If MSFT is installing software in all volkswagons, are they doing that for profit or for exposure? They have enough cash that they can put their hands into so many things at little to no cost just so that they have their hands in things. They can't easily buy companies due to anti-trust issues and requiring fed approval.

DCX - of the car companies, I like this one the most. Car companies in general don't really excite me due to union issues, pension issues, healthcare issues (due to the union and retirees). But, DCX has one ace up their sleeve which I wish they would use. Daimler builds quiet diesel engines and has used diesels in production motorcars. If Diamler would take their knowledge and move it to Chrysler's assembly lines and drop quiet diesel engines in Jeeps, Caravans and the other Chrysler products, they could instantly raise their cafe rating and spread the cost of the engines across a much larger base - removing the $4k premium for a diesel engine to perhaps $1k per car. No investment in Hybrid power required for an instant fleet upgrade.

CNX & BTU - Coal is the cheapest power that can be generated. It also has the reputation for being the dirtiest. Most of our coal is exported to China. GE has created clean coal burning technology which Florida has turned down in favor of a nuclear plant. GE happens to also make the nuclear plant. I dont recall who it was, but I believe Toshiba purchased a chunk of GE's nuclear division -- which will allow GE to expand into China. With the coal mine disasters recently, coal stocks have probably been punished quite a bit and could be a good buying opportunity -- if and only if you believe that coal is going to be a good power source in the future.

Just my opinion... I could be wrong.

2006-02-09, 01:52 PM	#14
cd34 a.k.a. Sparky Join Date: Sep 2004 Location: West Palm Beach, FL, USA Posts: 2,396	I had a really good response, and firefox crashed on me. MSFT -- personally, I don't see them as a growth company. if they can move from their current model to a subscription model (that 49.95 thing that runs windows update automatically is a step in that direction), then perhaps. If MSFT is installing software in all volkswagons, are they doing that for profit or for exposure? They have enough cash that they can put their hands into so many things at little to no cost just so that they have their hands in things. They can't easily buy companies due to anti-trust issues and requiring fed approval. DCX - of the car companies, I like this one the most. Car companies in general don't really excite me due to union issues, pension issues, healthcare issues (due to the union and retirees). But, DCX has one ace up their sleeve which I wish they would use. Daimler builds quiet diesel engines and has used diesels in production motorcars. If Diamler would take their knowledge and move it to Chrysler's assembly lines and drop quiet diesel engines in Jeeps, Caravans and the other Chrysler products, they could instantly raise their cafe rating and spread the cost of the engines across a much larger base - removing the $4k premium for a diesel engine to perhaps $1k per car. No investment in Hybrid power required for an instant fleet upgrade. CNX & BTU - Coal is the cheapest power that can be generated. It also has the reputation for being the dirtiest. Most of our coal is exported to China. GE has created clean coal burning technology which Florida has turned down in favor of a nuclear plant. GE happens to also make the nuclear plant. I dont recall who it was, but I believe Toshiba purchased a chunk of GE's nuclear division -- which will allow GE to expand into China. With the coal mine disasters recently, coal stocks have probably been punished quite a bit and could be a good buying opportunity -- if and only if you believe that coal is going to be a good power source in the future. Just my opinion... I could be wrong. __________________ SnapReplay.com a different way to share photos - iPhone & Android