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To: GST who wrote (151305)1/3/2003 10:00:54 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
I don't get your point. You say that China is growing rapidly, you spend time there looking for growth investments, but you won't point us to investment ideas.

GST, no one is arguing China's economic growth. I don't think anyone disputes that China's GDP will be larger than the US during this decade. Take it to the next level. Offer a practical angle.

That GDP is spread across a vast population, and most spending so far is by government for infrastructure. Help us out with your special knowledge.



To: GST who wrote (151305)1/3/2003 1:38:50 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
the only thing about those surveys for tech spending... first of all they've never been accurate before, nobody told us spending would fall off a cliff in 2000 after all- second there are so few companies left to absorb any sort of business I'm not even sure it matters.

Thats why the naz rallies in the face of this news if you ask me. Its all a question of how low is low enough, how bad is bad.


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