Re: Wonder where they went
And that is bollocks. Punishing people that clearly do not support Putin,we should welcome them.
1568 publicly visible posts • joined 25 Jun 2009
Accounting and valuation.
Opex is seen as manageable and Capex as dangerous and "needed risk".
By moving the Capex to opex the ratios the investors look at improve, and the company is not only worth more, but the rating is better.
With better rating, financing is both easier and cheaper.
And it makes no sense.
Most modern engines have a ton of plastic parts, even on the lower internal part of the engine.
In 30 years most will be dead, no way to rebuild them.
Also, the electronics are a big issue. The ecms etc are complex, but worse still,maps etc are harder and harder to get, so you can't have them running on other hw with ease.. it is a big issue.
Several colleagues of mine got their laptops cloned at the airport when I worked for a company in Spain that also designed military hardware.
It was banned to go to the us with a non burner laptop if you worked for the military arm.
So yes, they do steal if they can.
You have to concentrate on what you have competitive advantage, what you do best, and let others do what they do best, this is what has given so much more advancement to the world.
The problem is, with the huge increase in costs, etc etc, we are getting worse at the crucial things..
Long term contracts? Ok, as long as the client has to pay for not manufacturing.
The thing is, why sign such a contrac with no warranty? It is not in the interest of the foundry.
They did in the past, and were left holding the bag. They don't want to do it anymore.
As for designing with repleaceable components.. ha! They mostly don't design the cars, just RFP parts of the cars to be designed, squeeze the suppliers and at most put the 3rd party parts together as cheaply as possible.
It is more of shaking people for their valuables. Rich people tend to use expensive lawyers and accountants, so there are both more likely to file taxes correctly and be able to defend themselves. Plus they might be politically connected, so breaking the law to go after them might be risky.
This is why when enforcement increases it is the middle class who suffers the inspections, the malpractices, etc, rich enough to collect, poor enough not to be able to defend themselves.
Nvidia wants to corner the market.
The shift to ARM is obvious, and most portable devices seem to be going towards ARM.
The GPU market is essentially owned by Nvidia, at least mid market upwards except consoles, that is owned by AMD on value, but Nvidia is behind the switch (it essentially is an Nvidia design).
Whoever owns arm looks like will be in control of the the computer market in the future.. that is why they want to own it.
The car companies did it to themselves, by leaving the foundries holding the bag and cancelling the orders, as they always do and screw their suppliers.
Well, this time the foundries found other clients quite keen on using spare space.
When the car companies realised their mistake, the foundries were not happy with their clients, having put them on a critical situation for a second time. Can't blame the foundries for not giving the car companies priority.
Yes but worse. We did not want factories, we wanted the products.
So plenty of the design, industrialization of designs, and the factories themselves, all offloaded to China.
Now they are the ines that know how to build stuff, and we know how to support it, and more importantly, do the marketing.
The problem, of course, is that they know they just need marketing... And this is why we are on the beginning of a cold war with them, because we cannot compete any more. I mean, we could, but the marketing and beancounter team says "no".