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CoronitaParticipantI hate working in the semi industry but I do like following trends there. usually, if there’s a contraction in the tech industry, it’s starts there. With TSM running at full capacity, I don’t think we have a pending massive recession, m
. Otherwise this would have materialized with cuts in Corp cap-ex spending and TSM would have felt it.CoronitaParticipantI told ya guys Taiwan Semi was going to take off.
Intel recently just ceded that they will be happy just to match TSM’s capabilities. And TSM’s 5nm yields are already looking pretty decent.
Intel still working out the kinks in 10nm (which is really closer to TSM 7nm), but for main production runs, they are still on 14nm+++++++++++++++
Closest competition is maybe Samsung, but they are having their own issues.
TSM 5nm yields at 80% with launch in 2020
https://www.anandtech.com/show/15219/early-tsmc-5nm-test-chip-yields-80-hvm-coming-in-h1-2020December 11, 2019 at 9:08 AM in reply to: Dishwasher recommendations? Black Friday coming up! #814154CoronitaParticipantScotty pretty much sums it up.
I hate getting to the back cylinders…
And Mini’s are worse
That’s why they are so cheap used. I hated helping out my friend when his broke down.
Real world experience says it all.
Brian, quit pulling shit out of your ass. Its getting old and your credibility is hitting an all time low.
December 11, 2019 at 3:02 AM in reply to: Dishwasher recommendations? Black Friday coming up! #814152CoronitaParticipantLol..Speaking of BMW. I am done with BMWs after mine stops running. Don’t get me wrong. Mechanically, mine has been more or less trouble free for the past 8 years (wow that much time has passed). I intentionally try to get the most stripped BMWs as possible so that it has the fewest electronics possible, as there’s less things to break.
But after 8 years and 60k miles, yes I know my mileage is low since I spread my usage across 5 cars, so while mechanically things are great, the plastic shit BMW profusely uses just crumbles and breaks all over the engine. I have had to replace numerous hoses, fittings that BMW decided to make our of cheap plastic that couldn’t withstand the heat of the engine bay. And while the parts were cheaply made with plastic, they sure were not cheap to buy.Whenever I could, i substituted a metal or harden line component and since I did the work myself, not much in labor costs. But yes, BMWs are turds as they get old, and unless you have the means and willpower to fix all these stupid things that crumbles, stay away from BMW, or for that matter, anything else German. It’s just ridiculous. There’s this rubber gasket that sits between the oil cooler and starts leaking around 50k and a stealership, while there for a recall, wants $1200 to replace the $12 gasket, saying it’s a 50k interval normal service item..I was like, are you freaking kidding me. I’ll do it myself. Then there’s the plastic firewall support that cracked and I had to plastic weld myself back together. There’s a crack on a carbon fiber stabilizer bar
Replacing the battery was a big deal because unless you have the bmw scanner tool like I do, the stealer has recalibrate/reprogram the damn thing after a battery replacement because of the way the alternator works….stealerships wanted $800 for a stupid battery change. And now, there’s an errant fuel gauge which pinpointed to a bad fuel sender unit…which is part of the high pressure fuel pump and fuel filter as one unit, and that’s like $500. Really, only 60k life? just really stupid things . I haven’t even gotten to the point when the turbo dies, a common problem, or if the high pressure fuel pump grenades or other common major issues.i am done with BMW for a long long time. don’t know when it dies, what I’ll replace it with. Maybe a 2020 Toyota Supra….. I’m kidding that was a joke. I test drove the new Supra. Nice car. Too bad it is basically a BMW Z4. It drives like a BMW, sounds like a BMW , the cockpit even looks like a BMW. it has a new car smell like a BMW. If it quacks like a BMW, smells like a BMW, drives like a BMW …It’s a unreliable turd BMW..with an automatic….. I’ll pass. Toyota, what the hell were you thinking?
And thank god I stopped shopping German… Back a few years ago, I almost went through with a 991 911s with part of my vested RSUs. Instead, sdr found a $130k short sales. Thank God I backed out of the 991 and bought the condo instead. I probably would be cursing about the 991 now too, as with any other German car.Coincidentally, I sold that condo last year for around $305k..Now I can get 2 911s….ha ha…uh no, thank you….
In contrast, for shits and giggles, I bought a $2000 piece of shit miata from a nice lady, spend roughly $8000 in suspension.and engine, mods, AND general consumables like tires and brakes over the course of 5-6 years of racing the fuck out of it. I went through 7 sets of tires and each set were around $400, whereas my friends in their BMWs replaced their tires around $1200-1400/set each time and generally went through more sets. Replaced brakes and rotors god knows how many times, at a fraction of what my peers did. My clutch went, easy to fix. The radiator cracked, dirt cheap and easy to fix, the motor crankshaft key cracked, easy to replace, and the damn car caught on fire when I ran into something and the fuel line bursted and I couldn’t put out the fire quick enough because a corner worker handes me an extinguisher with a pull pin that was ziptied with a super thick zip tie that I couldnt break. Yeah, the ac fan melted, a few hoses and belts melted, the wires to the alternator melted, and the paint on the hood flaked off from all that heat undeeneath. But $200 later, it was running again, and with less weight!!! Removed the damn AC and stripped out all the AC components. And drove that car for another 2 years hard and it still runs now and passes smog, even with all my borderline mods. It’s a 25 year old car with almost 200k miles, still on the original engine and transmission. And it was one the best damn decision ever. Years of fun, no worrying about hitting shit,easy and.and cheap to reapair, consumables are dirt cheap, and the write-off is digestible if I accidentally total it.
And the best part is. I don’t care where I park it. If someone opens the door and dings it oh well. If someone opens their door and dings it when I’m in the car, and doesn’t even say sorry after seeing me thinking it’s a piece of shit car anyway, that ok too. Since it’s a two door that swings very wide, I’ll make sure after they leave, to open my door very very fast and wide when I get out.. so fast, that the door literally bangs and bounces off their almost brand new luxury car in Carmel Valley that they probably care more about than my piece of shit car…oops. did I do that?
Hello BMW, you listening? Bring back a simple e30 M3 inspired car please, and stop badging engineering and slapping that M badge on every car. What the fuck are M550i M340i??.. THEY ARE NOT M REAL CARS!!!! ….
No more german cars, dishwashers, appliances etc for me.
BMW = Big Money Waste
December 10, 2019 at 8:53 PM in reply to: Dishwasher recommendations? Black Friday coming up! #814149CoronitaParticipantMy friend did the following when his subzero fridge broke and neither subzero or Pacific sales helped him resolve it.
He took his SUV and parked it right in front Pacific Sales entrance, and put a very large sign on his windshield and rear windows that said something like “Ask me how I really feel about the warranty for my broken SubZero fridge I bought from Pacific Sales” with a phone number… Pacific Sales called SubZero,.and SubZero got back to my friend really really quickly.
More expensive appliances don’t necessarily perform better or last longer than cheaper tried and true appliances. Buying a Bosch is like buying a BMW. They start out nice looking and perform nice. But eventually they will break down due to their complexity and unless you know how to fix them yourself, be prepared to pay an arm and leg for repairs.
December 10, 2019 at 12:59 PM in reply to: Dishwasher recommendations? Black Friday coming up! #814147CoronitaParticipantI’m am not surprised at all by Bosch’s response.
CoronitaParticipant[quote=PCinSD][quote=flu][quote=PCinSD][quote=FlyerInHi]Flu, unprompted, out of nowhere, you bitch about California much. Remember “love it or leave it.”
If anyone bitched that much about the USA, you may say “don’t let the door hit you in the ass on the way out.”[/quote]
You should cry more.[/quote]Lol. I didn’t even see what Brian said until you quoted it.
But it’s funny. I’m not at all complaining of all these changes in CA because none of these changes are affecting me personally. It’s what I hear at at the malls or the stores or waiting in line, whether it’s the cashier complaining about how his/her hours have been cut by his employer to keep them even more part time, to some of them complaining they can’t find a place to live anywhere nearby because landlords have a $100k income requirement to rent a 1/1. To people complaining at the pumps about the high gas prices, while as my Valero stock (VLO) has done also very well on my account and my kids custodian account, bought at $25/share a few years ago. Nice dividend too. So I’m not sure why Brian thinks I am complaining, because financially things have been great for me.One thing I did notice. Brian seems to have started swearing more on piggington. You mad, bro?[/quote]
He does appear to be quite upset. Who knew pilots living in Waikiki are such crybabies.[/quote]Well, as suggested, I didn’t graduate from high school. I’m sure he’s much more of a refined intellectual prowess with advanced studies and definitely very worldly…I’m just a country bumpkin..But I sure saved a lot of money by being dumb and still getting roughly the same results, ok admittedly maybe better results. So, stupid is stupid does…. Because obviously, its deplorable, just deplorable! Now if I could just find my deplorable make america great outfit that I wore the last time I left my farm to meet Bubba and one tooth Jenny at the bar, by taking my horse to the Ole Town Road. I was gonna ride till I can’t no more.
CoronitaParticipant[quote=PCinSD][quote=FlyerInHi]Flu, unprompted, out of nowhere, you bitch about California much. Remember “love it or leave it.”
If anyone bitched that much about the USA, you may say “don’t let the door hit you in the ass on the way out.”[/quote]
You should cry more.[/quote]Lol. I didn’t even see what Brian said until you quoted it.
But it’s funny. I’m not at all complaining of all these changes in CA because none of these changes are affecting me personally. It’s what I hear at at the malls or the stores or waiting in line, whether it’s the cashier complaining about how his/her hours have been cut by his employer to keep them even more part time, to some of them complaining they can’t find a place to live anywhere nearby because landlords have a $100k income requirement to rent a 1/1. To people complaining at the pumps about the high gas prices, while as my Valero stock (VLO) has done also very well on my account and my kids custodian account, bought at $25/share a few years ago. Nice dividend too. So I’m not sure why Brian thinks I am complaining, because financially things have been great for me.One thing I did notice. Brian seems to have started swearing more on piggington. You mad, bro?
CoronitaParticipantCoronitaParticipantburghMan
You know, I realized I actually enjoy talking to you, because I can’t say I disagree with much you are saying.[quote=burghMan]
That depends on who you mean when you say “our” future.
Most of us on this site are upper-middle class and work in secure industries like tech. We have bigger cushions, enjoy the benefits of economic upswings, and are less affected by downturns. Not everyone in America has that luxury. In fact most do not. (Most Americans don’t even know what RSU and ESPP mean.)
[/quote]
I agree with you. But reality is, especially in CA, middle class and below is already fvcked, even before a recession. Someone working minimum wage can barely afford housing here if they are starting out, let alone the rest of the CA sunshine tax on everything else. That’s not going change either way. Those extra gas taxes we pay, hurts middle class and lower than all these upper-income class people that can afford to buy a new Tesla. Getting rid of natural gas as a fuel for household and forcing an all-electric house is not going to help middle class and lower barely scraping by to redo their house to be more green, as proposed… And passing a “no school before 8:30am” certainly is not going to help middle class and lower workers that have to go “work” by a set time (ok, this last one is a stretch and not necessarily economically an issue). And trying to mandate a statewide rent control is just going to make it more difficult for people to find housing as I’m sure there are so many blowbacks from that decision.
[quote]
I don’t anticipate a “great” recession in 2020 but I think the economy will slow down in the next few years. If for no other reason because a downturn is due in the cycle.
[/quote]Agreed, i think there will be some pullback in the future. Don’t know if it will be exactly in 2020, or more precisely in 2020 right before where it would sway votes.
[quote]
I think it will be interesting to see how the “good” economy affects voters’ choices. Although the traditional numbers like unemployment and the stock market look good I think there are structural changes in the economy that affect how these numbers translate into better well-being for mainstream Americans. Jobs are now lower quality, costs of housing and healthcare is growing faster than wages, debt is accumulating, more homes have both spouses working because they have to. The financial reports are telling America that we are better off but I suspect many outside of our comfy world of tech don’t really feel it (probably more true in Red and swing states also)
[/quote]The average voter is dumb. They see their tax refund as “I’m doing better because now I have more to spend”..California is warped because we have such a large dependency on tech, so we will naturally feel we are doing better than other people in other states, except the ones not in tech or professionals, and those people will probably end up getting squeezed out of this state.
[quote]
Of course Trump is indifferent to how individual Americans are actually doing. He sees the economy as a scoreboard in a game that he has to win. But I don’t think this scoreboard always translates to real economic security for the average American. And, aside from the tax cuts which were funded by debt, what has Trump actually changed in the economy?
[/quote]Of course. Agreed. Trump really isn’t doing that much for the economy. Neither did his predecessor. Who made a difference? Bernanke and Yellen, lol.
[quote]
The election will come down to whether the economy can stay “good” and how many people believe Trump deserves credit for it being good. The Dow is up 300 today, but it was down just as much a few days ago when Trump announced that he isn’t going to have one of his signature campaign promises, the China trade deal, fulfilled until after the next election.
[/quote]Agreed
[quote]
Are Americans gullible enough to give Trump another four years to accomplish what he promised us he would easily do in his first 100 days? Are they ignorant enough to believe that he actually has a plan for the economy that is in their best interest? Do they believe he is capable of executing this plan while working with an administration that is in tatters, partisan gridlock that he constantly incites, and foreign leaders that openly ridicule him?It’s crazy to watch, but our country may be duped again by the most obvious of charlatans.[/quote]
Yes most are that gullible, and most will be duped..Just in as much people believed in Obama’s hope and change…twice….
Americans will never believe the president, regardless of which person from which side, will never really fix their economic/financial problems.
CoronitaParticipant[quote=burghMan]AOC, again?
I think I know who your crush is ;-)[/quote]
Well,given Harris dropped out after a pathetic, but predictable low support…
1 down, 3 crazies to go.
Our financial future is already slightly better off.
But I think I figured out why some folks are so married to the idea of a great 2020 recession. Short of a great 2020 recession or big market correction, history says incumbent keeps the office, especially when almost every D candidate has the word “raising taxes” out of his/her mouth frequently. That’s a losing strategy right there.
Meanwhile, Dow up 300. lol.
CoronitaParticipantDon’t worry. In 2020 there won’t be a recession. Remember, AOC and the Green Deal will drive unemployment down to 0.0% because everyone who wants a high paying job will get a high paying job… skill/experience/knowledge/knowhow completely optional. Just like all those shovel ready green jobs promised from the previous administration. Where’s Solyndra again?
Funny, some people thought the previous administration also doctored up the job numbers too, when they didn’t like the previous administration too.
But hey, folks that sat out of the markets in 2019 thinking the world was ending:
I see a lot of winners this year, especially all the Qualcomm employees living in SD, seeing their RSUs and ESPP shares rocket from the low 50ies to the 80ies after QC settled with Apple,lol. Senior software engineers with a paystub showing $200k in total comps this year YTD after the stock grant vests…renting a $1550-1600/month condo, lol. Im happy for them and their lucky windfall. Now I believe it when someone said some of the larger condo complexes now have an minimum income requirement of $100k/year for a 1/1. Sad, but apparently true.
CoronitaParticipant.
CoronitaParticipantOk, Boomer. If you say so.
Lol.
https://finance.yahoo.com/news/jobs-report-november-2019-labor-department-225145709.htmlIf there’s a Christmas rally, that might just perfectly line up for me to buy another condo in January, lol.
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