On Tue, 15 Nov 2005 05:00:20 GMT, Veronica Moonlit wrote:
Charlie Perrin wrote:
Sounds like PPPoE,annoying.
I think it is PPPoE. I have no particular druthers to having a static
address. They'll give me one at extra charge but it's better than
dialup.
Even with SBCAT&T it's going to be in more pieces than it was in
1983.
I did not know that.
Old AT&T is (at least):
Lucent, Avaya (hardware)
AT&T, SBC, BellSouth, Qwest, nonGTE Verizon (phone service).
Eight businesses (soon to be seven) are six more than one.
The downside is the extra seven overpaid CEOs. <grin/duck>
And as long as no long distance carrier gets more than 35% of the
business, the FTC believes from long experience that that's enough
competition to keep consumers from being hurt.
35% is too high.
Unless there's some particular factor, it's generally not enough to
have much pricesetting capability.
On the other hand, WalMart is still under 10% of retail and people
call it a stinking monopoly.
It is, in certain places. And it feels like more than 10% and again,
probably is in certain locales.
IIRC, Target is more than 10% of Minnesota retail, but that's their
prime business area.
That's where they started. In fact, Target #1 was recently razed and
replaced with a SuperTarget (IIRC, the same site). Here, they built
greenfield a few blocks down the street and renovated the former
Target into something else.
Tarzhay just feels "less evil" than WalMart.
WalMart aims their store policies so they will feel at home to
customers in the Former Confederacy. They're also obsessive about
moving stuff cheap, to the point where they make the shopping
experience less nice than some of their competitors. Target is a bit
less so.
When AG Edwards did their "buy" on Target, they commented that they
found the nicer shopping experience comes at only a de minimus
difference in price.
The only cropper is that when WalMart does bad results, the market is
stupid enough to take it out on Target. Good grief. Somebody should
tell those New York City traders that WalMart is the American
equivalent of the old Russian GUM and nobody really wants to shop
there. (Target shows better compstore numbers month after month.)
Sears was the number #1 retail store, then KMart. Now, they merged to
try to save the dinosaurs.
It might work, you never know.
So might International Steel Group (a collection of old dinosaur
plants) but I'd put my bets on NUCOR (minimills and other "disruptive
technologies" like Castrip).
FWIW, I like my NUE.
And yes fingerstick tech has improved greatly.
I hadn't had one in probably 20 years.
The only dumb thing was they decided 2 hours later they needed a
venipuncture to do electrolytes.
Your Biz posts are always interesting reading.
IMHO, Jim Cramer is to TV as I am to AF.
I find reading about the companies interesting and when I go back to
the Farm on vacation I usually stuff my bags with stacks of annual
reports as reading material. One year, I left BNSF Railway by
accident.
My brother Allen (who lives with Mom: Allen gets a roof, Mom gets
help, it's a great deal for booth) finds annual reports boring. He
also looks askance about reading the news on a cell phone. I do both.
IIRC, the last time I read the news on mine was Friday night at CVS.
Kept me distracted while they went through a number of Rx I brought in
(a couple of new things, a couple of old things in new dosage levels).
Once they decide that's what they want, it's all going mail order
anyway.