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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST

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To: mopgcw who wrote (10305)3/12/2002 9:06:01 PM
From: Robert Douglas  Read Replies (1) of 10921
 
Last time I looked around Asia, growth in the region was pretty minimal. Even China is slowing fairly significantly.

Look again. China's growth has slowed all the way to 10%.

Per capita income is also irrelevant as long is there is a middle class and as long as the economy is creating businesses that add capital equipment. Didn't you see the article I quoted at the beginning of this discussion? Intel sold more chips in developing Asia than in the U.S. Doesn't this refute your argument?
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