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Gold/Mining/Energy : An obscure ZIM in Africa traded Down Under

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To: TobagoJack who wrote (786)5/2/2003 3:37:51 PM
From: ild  Read Replies (1) of 867
 
Jay, do you think SARS has significantly affected China's demand for computers and cell phones?

EDIT: Has the panic stopped?

EDIT2: Found links (some 4 day old):

gulf-news.com

quote.bloomberg.com

reuters.com

"Now that there is a restatement of the numbers [of SARS cases in China], there is panic. And that is taking its toll on economic activity," said Bhavin Shah, regional technology analyst at JP Morgan Chase & Co. in Hong Kong. SARS could cut overall sales of electronics products in China by between 20 per cent and 30 per cent in the second quarter, with cellular phones and desktop computers taking the biggest hit, Mr Shah said. That would translate to a drop of 2 per cent to 3 per cent globally.


afr.com
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