Is there irrational exuberance and a bubble about to burst or are we living in a margin economy where the thin margins on hardware are exported to Asia and the big margins on the design and ideas stay in the US?
There are two interesting points of view that don't quite converge here, but are worth contemplating.... On the one hand there is Stephen Roach's macro view of the problems of global balancing and the challenges associated with an American current account crisis, brought on by a lack of saving..... On the other there is the views originally written about by Andy Kessler and blogged about by Tom Evslin that describe why Microsoft and Intel are such good investments....
Hmmm....
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According to Wikipedia a perceptron is a type of artificial neural network. Ergo a “Perceptric” is a person who creates or uses a neural network. The Perceptric Blog is where Chris Gilbey, together with others who provide consulting services via Perceptric Pty Limited, post thoughts, ideas, and links intended to stimulate thought and accelerate the transfer of ideas. Perceptric Thinkers are available for consulting work with the premise that it is not technologies that are disruptive so much as the people that use them. The Perceptric mission is to help companies and people reach their goals and exceed their expectations. This will often mean offering counter-intuitive insights into problems. Our view? The shortest distance between two points is not necessarily a straight line. It's the number of people needed to be present in a human network to influence and deliver positive decision making. Login
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