Russia & Ukraine

[SunTrader]

LMMFAO "truck producers we approached ....." Tonka truck producers.

 

[terr]

So, I listen to you "say" this, and every one of the Class 8 truck producers that we have approached (and we have approached all of them - Peterbuilt, Freightliner, Kenworth, etc) for vehicles tells us that the number one part they lack are chips, and they all source them from China.

Chips used in vehicles are old technology. That's part of the problem - no one is building new fabs that would efficiently produce such obsolete chips, it is not worth it. And one old fab burned down and a couple of old fabs were decommissioned a few years ago.

Military production requires latest tech in chips. Which the Chinese cannot produce. They don't have the fabs for it. They have been trying to catch up for decades, but Western companies that produce advanced fab equipment (ASML, for example) absolutely refuse to sell it to China. And China cannot produce such equipment themselves.

I see what you're doing, Tsing. Nice technique. You started out "reasonable", both sides etc. on this board. Then after a while you went full bore Putin propagandist. You're not fooling anyone.

 

[M.W.]

Tsing a Putin propagandist? You mean everyone who disagrees with you?

Chips used in vehicles are old technology. That's part of the problem - no one is building new fabs that would efficiently produce such chips, it is not worth it.

Military production requires latest tech in chips. Which the Chinese cannot produce. They don't have the fabs for it. They have been trying to catch up for decades, but Western companies that produce advanced fab equipment (ASML, for example) absolutely refuse to sell it to China. And China cannot produce such equipment themselves.

I see what you're doing, Tsing. Nice technique. You started out "reasonable", both sides etc. on this board. Then after a while you went full bore Putin propagandist. You're not fooling anyone.

 

[M.W.]

Good Lord. Speaking of retarded politicians without coherent strategy...

 

[terr]

Yes, there are a few on this forum. You are one so is Tsing. Russian government has full factories of such people, but there are a lot of forums, so they are spreading themselves thin. You probably cover more than just elitetrader.

 

[M.W.]

You have gone full blown paranoid, that's all there is. If you gave others the benefit of the doubt and could accept others having differing opinions then you would actually benefit.

As long as China stands united with Russia the conflict will last and supplies will continue flowing...thats my read of the trade data

Yes, there are a few on this forum. You are one so is Tsing. Russia subsidizes full factories of such people, but there are a lot of forums, so they are spreading themselves thin. You probably cover more than just elitetrader.

 

[Tsing Tao]

LMMFAO "truck producers we approached ....." Tonka truck producers.

If you're going to offer anything of value, let me know when you do it?

Other than that, if you'd like - we can do a private bet. Say, 10k to make it worth my time? When you see what I do for a living it will be obvious that I've had that conversation. I can even share some emails and phone contacts with you of these OEMs.

Let me know - send me a PM. We can even use a law firm we both agree on for escrow of the bet.

 

[TreeFrogTrader]

If you're going to offer anything of value, let me know when you do it?

Other than that, if you'd like - we can do a private bet. Say, 10k to make it worth my time? When you see what I do for a living it will be obvious that I've had that conversation. I can even share some emails and phone contacts with you of these OEMs.

Let me know - send me a PM. We can even use a law firm we both agree on for escrow of the bet.

Gentlemen: Let us remain of good cheer in these troubled times.

 

[Tsing Tao]

Chips used in vehicles are old technology. That's part of the problem - no one is building new fabs that would efficiently produce such obsolete chips, it is not worth it. And one old fab burned down and a couple of old fabs were decommissioned a few years ago.

Military production requires latest tech in chips. Which the Chinese cannot produce. They don't have the fabs for it. They have been trying to catch up for decades, but Western companies that produce advanced fab equipment (ASML, for example) absolutely refuse to sell it to China. And China cannot produce such equipment themselves.

I see what you're doing, Tsing. Nice technique. You started out "reasonable", both sides etc. on this board. Then after a while you went full bore Putin propagandist. You're not fooling anyone.

I'm sorry you think I'm a Putin propagandist simply because I'm trying to understand where you've gotten your information.

I'll gladly accept any charts/data or proof you have if you want to present it. But simply "telling me" how things are isn't going to provide that proof. You're an anonymous person online. I can't just take your word.

I've tried to be polite to you and you respond with calling me a Putin guy. Is this how you normally debate people when you can't show your information?

 

[Tsing Tao]

You have gone full blown paranoid, that's all there is. If you gave others the benefit of the doubt and could accept others having differing opinions then you would actually benefit.

As long as China stands united with Russia the conflict will last and supplies will continue flowing...thats my read of the trade data

I guess you're also a Putin propagandist. I didn't meet you at the last meeting. Were you sitting in the back?