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Comment Re:Vertical Integration (Score 1) 17

All of the really big manufacturers have got to be thinking right now, "maybe I should have my own fab".

A better solution, IMHO, I to invest in a fab to ensure supply. That allows them to get access quickly to the latest fab tech, ensure some level of supply, as well as get a return form high demand products to teh point of constricting supply of stuff they make if the other stuff has a better ROI. A much lower investment risk, but I suspect anything available for investment may be overvalued right new due to RAM demand.

Comment Cost control is key (Score 1) 71

What ultimately killed nuclear is the spiraling construction costs, IMHO; making the cost per KwH uncompetitive, especially at low rated output. That's why the AP-600 became the AP-1000; and still wasn't built at the proposed cost. IF, and only IF, SMRs can be built at planned costs do they stand a chance of becoming commercially viable.

Comment Re:They also get a free ride (Score 1) 127

This is already happening in northern chicago suburbs. The malls have destroyed dead anchor stores to rennovate mixed use commerical/residential concepts. 1 was just built from scratch near me and it has been great success. As for the larger malls with larger foot print, they are extending the space to also include outdoor venue for events (food markets, small concerts etc). There is no added noise/traffic as the space was already a giant mall with dead parking utilization already.

That's the new big thing in the suburbs. Suburban malls near me are dying, mainly due to new mixed use taking away the higher end shops, leaving anchor stores and empty retail space or low end stores selling TEMU junk at inflated prices. The only thriving malls are in more dense areas where a mixed use development is not feasible. I suspect the anchor stores at the dying malls will be shuttered and the retailers move to smaller focused mix use store/mall location or simply stay at the mall; or if there is enough space near a mixed use location build a stand alone store.

Comment Re: Or, hear me out... (Score 1) 98

However, IMO movie-makers should shorten their damn films and cut out so much fluff. I maintain that if you can't tell your story in 100-110 minutes, you don't know how to tell a story.

90+ is a normal runtime for films, with some today running that long. Blade Runner, Lion King, Godfather Part II, Monty Python and the Holy Grail, High Noon, Paths of Glory. Years ago they even had an intermission.

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