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In the 2008 election cycle his model nailed the winner in 49 out of 50 states in the presidential race (Indiana was the exception), and correctly predicted the winner of all 35 Senate elections.
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The hardware is usually (at least at the beginning of the model cycle) sold at a loss.
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Within the limitations of the publisher-driven model of the current cycle of gaming, this is flying close to the sun.
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The production cycle he sees is the opposite of the theoretical model of continuous improvement.
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In cyclical sectors like steel, coal, copper, or even aerospace and oil I can model average earning power over a full cycle or even use a discount table on assets in the ground.
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This model should be attractive to anyone who has gone through the cycle of vendors and goes along way to explaining why as time goes one, almost everyone hates their vendors.
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The prevailing model of demand in the defense market thus resembles the commercial business cycle, except that defense typically surges when commercial is weakening, and vice versa.
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Like mice and flies, it is considered to be a "model" organism because it is easy to grow, has a short life cycle and makes lots of seeds.
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