lunes, 30 de agosto de 2010

Boeing, CEOs y el 787

Uno nunca termina de asombrarse de las declaraciones de un CEO, evidentemente la fiebre de Power Pint y los MBAs mirando el last quarter han llegado a lo ultimo, sino lean lo que dice el CEO de Boeing

" Boeing CEO James McNerney, Jr. said. "We'll make it work, though. The wings are not necessarily the most important part of the plane, anyway."

fuente:

http://www.economist.com/node/21010177

Evidentemente, si al tipo despues de decir eso no le pegaron una patada en el tujes, Boeing esta condenada al exito

viernes, 20 de agosto de 2010

Unbundling

Subiendo al tema de moda de hoy, la pregunta es:

No hubiera sido mas facil decretar el unbundling para todos?

Dejas a las telefonicas mandar TV
Dejas a las cableras mandar telefono
y ambas deben alquilar capacidad a quien les pida, el costo? sale de la amortizacion de ambas
y liberalizo el uso de posteo urbano, eso es un poco mas complejo, pero no tan dificil

Yo no se, era tan facil

martes, 17 de agosto de 2010

Si Economist lo dice


A veces es solo leer, pero parrafos

MARKETS work. A government would never have made a success of an iPod, iPhone or iPad whereas Steve Jobs at Apple was able to anticipate demand for such hand-held devices. Other companies quickly noted Apple’s success and produced rival devices, thereby driving down prices and widening their appeal to consumers.
//////
The evidence is clear that the clean-up costs after debt-financed bubbles are too high. Central banks and governments do have to intervene when credit growth and asset prices (particularly in property) start dancing their toxic two-step. Asset markets do not work as well as those for consumer goods.

aha, en que quedamos? liberales hasta ahi? sorpresas te da la vida

el articulo completo

http://economist.com/node/16792858

jueves, 5 de agosto de 2010

El ejemplo de la clase

El ultimo parrafo sin desperdicio

Ideally, commercial banks need to get into the business of long-term lending to companies. But so long as Petrobras, Vale (a mining giant) and JBS get subsidised credit from BNDES, why should they? Some of the criticism of BNDES is no doubt questionable. But the bank is growing too fast. And it needs greater transparency and much more competition.

El grafico, mejor aun






y el articulo, solo el titulo, el resto para leer

Brazil's development bank
Nest egg or serpent's egg?
Ahead of presidential elections, BNDES comes under scrutiny

http://www.economist.com/node/16748990