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well, I remember that now. been so long that my creeping dotage caught up with me.
no board for that one. those Canadian stocks don't often get one. I just use the pr's, the sec, and mikey.
well, I wouldn't use the word "hope".
ahhhh, but still only on command. jealous?
we need a real market tanking for that I'm afraid.
still have a bid at 3.01 if you want to trade.
your class can't be found.....been kissed off by too many.
I was out on that first blast to 4. but reloaded about a third on that dip. ran away from me and I didn't chase, so don't have that much but still worth a bit of weeeeee.
there's very little difference between class and ass
rx.v/bioyf weeeeeeeeeeeeee
"well, I find it a bit crowdy ... there is no space ... too much people. I can't find a really quiet spot anymore ... or woods where I can bike for 30 miles without seeing somebody else or without seeing a car."
how Norwegian of you. ;)
here's the way I see it. if the pps is going to be much higher next year, why sweat what it is in the interim?
good idea.
will have a longer wait for the support of earnings, so we may see a significant dip in the next few months. I will reload a bit if it goes far enough.
gross margin for ttm was over nearly 28% in a highly competitive environment. they have been totally dependent on government until this year and have had problems with postponed contracts. they just recently started getting contracts from the private sector this year.
worth digging I think.
buzz said 20 bucks. buzz was wrong.
GM has been 25-30% lately with the budget holdups. if you take the 25% margin times about 125mil you get 28mil gross. there personell are pretty much in place so iwould think that there wouldn't be much added there. most of that added gross would hit the bottom line. I get somewhere up to .40 per share net.
just ruff numbers
30.00 x 34.96
if you're ticked, I'm selling that POS.
sounds like rufus
I'm out another 10%. down to 60% of original. no more selling for a while. will reload some on any quick plunge though.
keep typing.
K----going for a pout bout now.
yes, they had total control of the input. however, the point is that the degree of automation was only possible because the output was designed to accommodate that automation.
I suppose that means that all my stink bids will now go unfilled?
I don't know how many variables there are, but the most critical are on the front end. then through the process, there is another set. keep in mind, that no matter where the variables lie, there are downstream consequences for all of them.
variables must be adjusted for, and all adjustments have down steam consequences. all controls must therefor be predictive in nature. therein lies the bug for training. the operator must be able to use predictive judgment at all times and it takes a long time to become proficient.
software eases the burden, but it comes from experience too. it takes a long time to experience enough variations to improve software to the point that it truly aids the operator. even then the operator must have the skills to predict and handle the software shortfalls.
I had people working with machines for 20 years that never attained a proficiency equal to mine. at one point early on I was concerned that I was surrounding myself with too much incompetence but after some analysis of my own capabilities, I found that I was exceptionally gifted in this area and that I had normal people and had to adjust my approach to training and expectations.
I would expect that jbi will never find an operator with john's capability at predictive adjustment, thus requiring a permanent ongoing software improvement program. improvement never ends. it is never finished.
I'm out of 30% of original. cost basis about .80. been trading a little here and there too.
nice ask.
no matter how automated a system is, it still requires an operator. the more complex the system is, the more is required of the operator.
jbi's process is designed to yield a particular product. the end result is what they have to deal with. in highly automated systems, the product is designed for particular process. this is the automation that most people are familiar with.
I remember years ago reading about a Japanese home builder that manufactured ready to assemble houses in-plant. it took 7 people to operate the whole factory. raw lumber and other materials came in one end and a complete prefab on trucks came out of the other end.
to be able to achieve that level of automation, they had to severely limit their end product to a few models with few variations within each. it was a remarkable feat though.
I am having that very problem right now. client says "show joe shmoe how to operate this machine so we can have him in charge of making the do-dads."
I say "but joe has no experience in dealing with the mechanical principles involved and has no experience with dealing with all the variables. it would be like trying to teach him calculus without his first learning basic algebra, geometry, trig, etc."
"How long would it take"?
"Maybe three years, maybe five, maybe never. it depends on joe's aptitude. Someone with the capability to keep track of all that is happening would take about three years."
"Bullshit." "I don't know anything about it but it can't be that hard." "it seems automated to me."
I have tried to educate engineers, but they just don't believe that mastering some physical system can be as time consuming as their own efforts at the intellectual. there is a bit of arrogance involved and it carries a heavy price.
I've been through this before and sometimes works out sort of. many times people lose jobs and companies go broke.
Most people have an oversimplified concept of things they don't understand. You may learn how to operate a clarinet in a month or two, but Pete Fountain you ain't.
i'm no fan of jbi but this situation as explained is probably the most realistic explanation of things that I have come across. I haven't followed all that closely, but expectations here have always been overblown. your sense that the explanation is bullshit is a to be reasonably expected.
I have more years than I like to admit to dealing with machines and processes. what engineers, in their pursuit of beauty and symmetry always underestimate the effect of variations in a process.
any process that operates in a variable environment requires constant judgment. the more variables there are, the more complex the judgment required. a lot of money has been spent trying to automate things that seem easy to the engineer, and I have seen many go broke while depending on that automation.
it take a great deal of data to come up with automated controls and the more variables there are, the more data that is required. it may take 10 years of data, and still not be adequate for the occasional wrench in the works.
I have personally experienced production differences like those jbi is experiencing. the remedy is training of personel and continuing adding of sensors and other means to give adequate feedback to automating systems.
our big etrade seller is gone for now
looks like we found someone to agree with us today.
oops....that's me
that's nothing. i'm asking 40
now you caught raw's disease?
nope. your face is still blank.
the emperor's clothes comes to mind here.
bored, huh?