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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: RealMuLan who wrote (25163)3/9/2005 5:12:19 PM
From: Earlie  Read Replies (3) of 116555
 
Yiwu:

No doubt about it,....expansion of chip capacity has been big in China,..... much to the chagrin of other global players. That said, I think the cited predictions for near term future Chinese growth in this arena are both naive and unrealistic. Several of the sectors mentioned are already saturated and sinking beneath a sea of unsold inventory.

I do think Chinese efforts in this area add additional (and unwanted) inventory problems for more established players. One more reason why I will stay short.

Best, Earlie
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