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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 224.11-2.9%12:42 PM EST

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To: Bookdon who wrote (7460)10/8/2003 5:25:36 PM
From: Big Bucks  Read Replies (1) of 25522
 
I think part of the equation is the necessity to relocate
the production facilities to the largest market growth
area, where the demographics and future consumer demand is greatest.
The majority of the Chinese population don't have a lot of discretionary
income to purchase expensive imported
products but can afford to purchase inexpensively
made "local" products, at prevailing prices, if the products
are produced at a lower cost basis. A twist on the Supply and Demand scenario....
if the cost is cheap enough then the
demand will increase...
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