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You can't really compare a cost which returns zero profit versus one that turns a profit. There is nearly an unlimited supply of money for projects that are gu
by koheripbal 6y ago
You can't really compare a cost which returns zero profit versus one that turns a profit.
There is nearly an unlimited supply of money for projects that are guaranteed to return a profit - especially today with the bond market desperately searching for yields.
...so the moment asian chip factories become untenable - we will have fabe here in the US overnight. As an example, Israel built its own Intel fabs in under 3 years.
- cinquemb 6y ago> There is nearly an unlimited supply of money for projects that are guaranteed to return a profit - especially today with the bond market desperately searching for yields. There is nearly an unlimited supply of money for projects that are guaranteed to have positive cash flow - especially today with the bond market desperately searching for yields. Plenty of companies are loaded up with debt with negative eps with positive cashflow. I believe this distorts the gymnastics of "You can't really compare a cost which returns zero profit versus one that turns a profit" when many companies haven't turned a net profit since their existence.