Friday, June 29, 2007

Steal a march

This is beyond my pay grade; but if I were high in Lockheed Martin or Northrup Grumman or even the University of Texas, I would be watching the events at LANL and Livermore closely and plotting strategy.

It appears that there may be an interesting business opportunity developing.

Originally posted on 18 June

8 Comments:

Anonymous Anonymous said...

Hello Eric,

Would you care to elaborate?

11:49 PM  
Anonymous Anonymous said...

Hello Eric,

Would you care to elaborate?
What's the nature of the business opportunity?

11:50 PM  
Blogger Eric said...

With my normal caveat that a thorough answer covers many pages, here is a short answer for one of the companies.

Lockheed Martin does a lot of business with the federal government and makes a decent return on this business. Much of this business has to do with airplanes and with information technology is various forms.

When Lockheed lost in its bid to run LANL, a senior Lockheed VP was quoted as saying that Lockheed would submit another bid to run a national lab when hell freezes over, the Devil fields a hockey team, and that hockey team wins the NHL.

Hell may be freezing over.

One apparently winning scenario, one on which I have had extensive discussions, would be for Lockheed to create a science institute in Santa Fe. This institute would foster leading edge experimental science that is in Lockheed's interest and in its extended interest (moving into areas that are new to Lockheed but that are part of a good business plan).

Such an institute would rapidly draw the best experimentalists and should generate profits within 3 years.

From Lockheed's point of view, such an institute could function as a cheap to set up, high ROI skunk works.

Does this help in the initial stages of elaboration?

6:51 AM  
Anonymous Anonymous said...

Eric -

Not to rag on you too much here, but your response doesn't match your original post.

In your original post, you suggest that "Lockheed ... should be watching events at ... and plotting strategy".

In your responsive comment, you imply that you have direct knowledge that Lockheed is making plans to open something in Santa Fe that might take advantage of the current LANL Brain Anuerism.

First you offer that you "have an idea" and then you imply that there is a (nearly) done deal in the works.

What am I reading wrong?

As an optimist, I think it would be great if any one of several or several of many large corporations with an R&D need opened up shop nearby so many of us could stay in the area without having to continue working for the devil incarnate.

There are lots of reasons this doesn't seem very likely but I grant you that it is possible...

So which is it? Are you involved in discussions that give you direct evidence of this or are you just speculating? I'll give you either one, but it is kinda schizoid to try to attribute both to you.

- Darko

6:34 PM  
Anonymous Anonymous said...

Eric -

Not to rag on you too much here, but your response doesn't match your original post.

In your original post, you suggest that "Lockheed ... should be watching events at ... and plotting strategy".

In your responsive comment, you imply that you have direct knowledge that Lockheed is making plans to open something in Santa Fe that might take advantage of the current LANL Brain Anuerism.

First you offer that you "have an idea" and then you imply that there is a (nearly) done deal in the works.

What am I reading wrong?

As an optimist, I think it would be great if any one of several or several of many large corporations with an R&D need opened up shop nearby so many of us could stay in the area without having to continue working for the devil incarnate.

There are lots of reasons this doesn't seem very likely but I grant you that it is possible...

So which is it? Are you involved in discussions that give you direct evidence of this or are you just speculating? I'll give you either one, but it is kinda schizoid to try to attribute both to you.

- Darko

6:34 PM  
Blogger Eric said...

Darko,
I was not as clear as I meant to be.

I was trying to make two points.

I have been in discussions in the past, about 5 independent ones, about starting a science institute in Santa Fe. These discussions have not gone anywhere for a number of reasons.

My point, without direct knowledge at the moment, is that the rationale for forming such an institute is stronger now than it was in the past. The main reasons are related to politics and to business strategy.

8:28 AM  
Anonymous Anonymous said...

One would think the existing institute in Santa Fe would be all over this already were it a real business opportunity? Maybe they are?

- GL

6:25 PM  
Blogger Eric said...

GL,
Good point except for two things.

Santa Fe Institute does not do experiments and so would not view experimental work as a business opportunity.

Second, the business case implied in the post is outside the realm of what the Santa Fe Institute has done in the past. I have talked with their management a number of times in recent years.

8:27 AM  

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