Mavaron's Twitter

    follow me on Twitter

    2006-11-09

    Trick of the market

    Just watched a documentary: "Who killed the electric car?"

    It's a Sony pictures production and you can google its official website. Besides, PBS Now has a program about the doc, mainly an interview of the director.

    This is a very good topic because it provides food of thoughts for people from all areas.

    The electric car is original supposed to be invented to address the energy "crisis" and global warming. These issues feel like some stocks which are always tagged "undervalued" but still keep on underperforming. The Hubbert curve has been proven by 70s peak. But what's wrong with electric car?

    At the small:

    It's about new product entry. iPod, BlackBerry, Bluetooth, ...... What's the strategy? Build up the whole chain or step by step by different entry pioneers and time slots? What about the competition with other alternatives?

    It's about consumer psychology. What does the consumer buy a car for? What's the cost to change to new products? Is EV's positioning well?

    At the large:

    It's about the "crisis". Is this crisis really a crisis? What's the story behind the scene?

    It's about government support. What techs should get support? Is the government to finish a final push or just break the market rule?

    It's about politics. Exxon, BP, Chevron, Ford, DaimlerChrysler, what kind of role these big names played in the story? What about Middle-East guys?

    It's about the mysterious dynamical economic systems, about sense and sensibility. How would EV affect the US economy? What does a healthy economic system stand for? Is it able to deal with crisis? Shall we be confident or hesitated to continue going forward?

    Too many can be explored. None is to-be-or-not-to-be but complicated. If you are interested, look into this.

    Your legend never will......

    没有评论: