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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: gfs_1999 who wrote (75644)4/22/2001 10:47:06 PM
From: ajtj99  Read Replies (1) | Respond to of 99985
 
O/T gfs

We contract manufacture in China, so I'm not as wired into the export side of China. I just know what I see, hear, and read when I'm here and there.

Nearly every large global US company will have a presence in China one way or another. Whether they will be profitable in the next 5-years is another matter entirely.
Most are building for the future. The GM Buick plant in Shanghai, for example, is a joke. GM is a perfect example on how to destroy a company (with apologies to Daimler/Chrysler, GM has been been successfully ruining their business for nearly 3-decades).

If there is a single tech company that seems to have a stock price that fluctuates on their China business is Qualcom.

I haven't been following them recently, so I'm not a good authority on them. I've never seen a Qualcom phone in China (mostly Ericson's and Nokia's) but there seems to be lots of speculation on their prospects there.

Good luck!