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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (3561)10/11/2002 11:49:14 AM
From: Steve Lee  Read Replies (3) | Respond to of 25522
 
What does the board think of the abiility of Chinese companies to move into this market and take market share?

I am sure the barriers to entry in terms of expertise and investment are high, but are they too high for foreign competition.

I don't know enough to answer my own question, or even guess at it. Just seems likely that as China increases its manufacturing power, previously immune high tech industries will get hit.