>Gordon, do China/India needs food or PC. Well, maybe with more PCs
>and more TVs then there will mean less time to crank up the
>population. You think those governments take care of
>'people' first or the 'pockets'
John, how can you still get such ideas? go to check how many chinese money from the mainland of china began to pour into california's real estate market (mainly on houses from individual), this is a only begining. I know nothing about India market. China sold almost 3 million PCs last year(had more than 50% growth) and still has not any signs of slowing down, this is probably more than total combinations of Southeast asia PC market, did you hear the messages for Intel that PC market are still strong in China and Taiwain?
>We have a problem. Needs smart people (not the politically
>correct people) to fix it. Certainly not by the people who said
>the right things to everything and get prize here and prize there.
Yeh, we have problems and these problem will not be solved in near future, the competitive advantages of China will not go away soon even that the currency of Southeast nations have devalued so much(down around 30%), we will see these problems falling on the countries like Taiwain, South Korea, Singapore in 2~3 years. The question is the strong economy growth in china can benefit others countries?
my answer is yes, you could see in past several years, countries like
Taiwain, South Korean have greatly increased their economic dependence on China market.
Don't be so pessimistic, sky is not falling(emotions is falling), at least you should know the chinese stock market is still in up trend.
Cheers
Gordon Shen |
