gehringer_2

No pitch data today, but I was looking back at his 1st start and his FB was hitting 96, touched 97. I believe Manning is a guy for whom velo is key. In the past his effectiveness pretty much tracks his FB. When he's down around 92-93, he's AAA. At 95+ he can help this team.

It's a little bit of "even though it was you that broke it, but we know you can't fix it as fast as you broke it"

Yes - No doubt there is a certain aspect of "if you want a better society, you've got to be the better people that start making up that society." But to be clear that doesn't mean compromising on what should not be comprised. Or maybe: You can soften your attitude without softening your principles. And it's not like the left doesn't have enough trouble with attitude already - (mea culpa)

Yup. Repeaters aren't going to do what most people are looking for, which is not just signal but more speed and bandwidth. If your house wireless coverage is poor because your router is stuck in a bad place (for instance because of where your service entesr your house - say the basement.....) - the one thing that may work which is cheaper than a mesh system is just buy a single WiFi6/7 wireless access point - put it in the center of your house and hard wire it to your router. Then turn off the wireless from your service provider's router and use the wireless access point. This only works if the problem is where your router is now and if you can get a cat6 to a better location, but if you can it's a cheaper solution than doing a mesh.

300K and you've got a recession.

That would go back to the argument that in this semi-conductor world, your either design, or you fab, but doing both is going to either leave you without enough fab customers or without enough ROI on your fab capability - it's the basic argument to break Intel up. I'm not necessarily throwing in with that view - just offering that as a view that has a lot of currency right now. And it goes back to the customer trust issue. All those oil companies trusted us with their data at least in part because we did not compete directly with them - we had no dog in the fight of who was doing things better, our job was just to help them do whatever it was they were doing. Maybe Intel's fab people are the most upright in the world and maybe the corporate divisional firewall is the best ever, it's still has to be a harder sell to get your design competitors to use your fab. Not impossible, but it adds another complexity. Of course it will help a lot overcoming those reservations if they end up being able to offer best in class. There certainly are companies that do successfully both contract to and compete with their customers in other industries and there are other synergies to having both units under one umbrella. In any case, if the fabs prove out, they are going to make a lot of money, if they lag the company likely gets broken up and the current share holders will likely realize a premium - so I'm not surprised the stock seems found a support level despite the doom and gloom that continues to swell around it.

I have no clue how trustworthy people are in the semi-conductor biz so could be. I can say that a counter-point would be that the company I worked for in oil industry services had contracts with all the majors, we had everyone's data, we never shared anything with anyone - there was an ethic - you just didn't do it. Of course, the business was not high profile enough anymore to have media types banging down the door trying to pry something loose either!

ROTLF, I was just waiting for this..

comparing those two pics it's almost hard to believe it's the same person. There seem to be a lot of hacks out there with scalpels.

The funny bit (IMHO) with Intel is how we get these periodic flurries of merger/divestment stories and then nothing happens. I'm beginning to wonder if Intel is encouraging the talk on purpose to reduce investor pressure exactly because they prefer to stay as they are. I think it was true that Gelsinger did not want to break up the company. Of course that may all change in a hurry once a new CEO is named. And of course the other thing to remember is that with several players looking to buy a piece of Intel (at the best possible price). there are also the same number of players and their associates with an interest in downplaying Intel's prospects. Like some of the downstream commenters on this post, I would be at least a little sceptical that anyone outside Intel as any of their real yield data - good or bad.

I've seen one opinion that Bezos is trying to curry favor with the Trump admin because he thinks Blue Origin is going to be his true legacy and he can't afford to be at odds with the admin if Blue Origin is to succeed. Pretty typical for people at the apex to delude themselves into thinking they are doing something more important 'over here' because they happen to be interested in it, when of course their real legacy is 'over there' (like revolutionizing retail) but they are bored with it.

what BS. Regan came in with inflation at >10% and the pain from the Fed tightening at least solved a real problem. Trump took over an economy that was humming - no pain whatsoever was in order...

he's was still working the piston games last time I checked.

TSLA getting hammered for the 2nd time this week. Down 15% since Monday's open.

Well Tork was aggressive on a 1st pitch strike, but he didn't do much with it.

true - the quality of the news coverage is much more important than the OP-ED page. For years when it was owned by DJ, the WSJ ran a pretty Neanderthal op-ed but still had solid unbiased news coverage. I think right now Bezos is in a reactionary phase after being vilified by the left wing. So maybe he'll continue to get worse, maybe he'll get over it. We'll see.

excellent

yup - "Free Markets" in todays semantics it just a euphemism for "serve the oligarchy". Too bad. I guess he kept WAPO out of bankruptcy for a decade when it might already have been lost, so I won't begrudge him that - but I actually don't see even see the business case for trying to clone the WSJ.

we are such a stupid country.

so how does a signing bonus work in the NHL? Jones' contract was ~50% bonus - is that already paid or not? His cash salary cost drops to $2.5M in '27. It doesn't matter to the cap hit as the bonus is prorated for the cap, but not having to make the actual cash outlay would at least make it less painful....(?)

Meanwhile, investors have decided Musk is now worth $73B less than they thought he should be worth at his post election peak. He wasn't on the ballot but folks are voting on him with their money. (TSLA down $27 today)

Just following in the footsteps of Leo de Medici: "In 1517, Pope Leo X offered indulgences for those who gave alms to rebuild St. Peter's Basilica in Rome. The aggressive marketing practices of Johann Tetzel in promoting this cause provoked Martin Luther to write his Ninety-five Theses, condemning what he saw as the purchase and sale of salvation." US and its political culture *are* proving themselves in need of a little Reformation. 🤷‍♀️

IIRC they tried to give Prince more to do later in his career when the team was winding down but without much success -- by that time he didn't still have the energy I guess,

did they maybe give the whole park a coat of paint too - it needed one.

talking about awareness - there was a play in the second half when the Clips had a chance to break, Ausar was the first to see it and took off. Half way down the court he reached up and back with his left arm and took a blind swat - he saw where the man in front was and was just taking a guess at the passing lane while running down court full at a full sprint. He didn't deflect the pass, but I was damn impressed at the awareness to make the attempt.