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To: TobagoJack who wrote (24487)	10/23/2002 9:13:22 PM
From: elmatador	Read Replies (1) \| Respond to of 74559

China's High-Tech: Are they teaching people how to sell? That's the key. My daughter studies in an US curriculum school. The US school system makes good communicators, which makes good salesmen. An infinitesimal quantity of people attend Stamford, Harvard or any other of these medalions universities they have there. That's all they need. The rest just have to assertive and communicate well. Communicating well and being assertive are not things that Asians excel at. Jay is an exception. But how many Jay's are around?

To: TobagoJack who wrote (24487)	10/28/2002 6:46:36 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

High Tech in China -Is it a threat to Silicon Valley ? Well, Taiwan wasn't a threat as much as a partner. Japan at one time (mid-70s to about 1990) was a threat when their cost of capital was near zero. Korea was also a threat for a while, somewhat less so now that they have a need to make a profit. I would not want to compete with Samsung or LG in consumer electronics right now. Texas has been a threat to Silicon Valley for quite a while, and has lots of cost advantages. " I think not, because the world is big, there are lots of things to do, and Silicon Valley will simply have to move over and on to other activities." A lot of thing require cooperation from many places & people to exist. Pick a laptop or cell phone and look at the origin on the value added - it's all over the industrialized globe. Chips made in a dozen countries, packaging and testing of chips in about seven, flat panel from Korea, software from several places, physical design and plasitic model design from different places, and a hard drive wtih logistics almost a complicated. There will be lots of things for Silicon Valley to do. I will agree with Jay on the relative price of a house in Palo Alto to other assets.