Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 14 9:30 AM EST

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To: Gottfried who wrote (19184)	5/30/2006 10:39:50 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 25522

Gottfried, I think it means Asia Pacific, in the past was growing due to expansion of manufacturing for export. Now the "for export" portion has slowed, but domestic demand has risen. So the region is still growing fast, but the factors that drive growth have changed magnitude. ------ >> I don't see what a shift in manufacturing locations has to do with domestic demand in a region. Their common element is they are both factors that contribute to growth. Sarmad

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