Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (42222)	1/14/2003 7:40:36 PM
From: Ibexx	Read Replies (1) \| Respond to of 52237

Haim, I'll have to agree with you. Ibexx

To: Haim R. Branisteanu who wrote (42222)	1/14/2003 8:07:23 PM
From: Jorj X Mckie	Read Replies (3) \| Respond to of 52237

Haim, I can't speak intelligently about Russia, but I was in sales of networking equipment covering Asia-Pac for the past few years. My opinion of India and China are: India: They have big plans and they dangle lots of projects in front of vendors, but the fact is, they never materialize because the people don't have the money to buy the services to justify the building out of the network. Further, the percentage of the population that has electricity, let alone a phone or cellphone is nowhere near the population of the U.S. India will be a great market someday, but it is for the next cycle, not this one. China: There are some similarities to India with the number of people who live in rural/agrarian conditions. The difference between China and India is that China has been building out there infrastructure at a frenetic pace for the past 4 years (that I am aware of). And being a socialist (that's "enlightened" socialism, thank you very much) country, every province is entitled to the same infrastructure buildout and so they cookie cuttered the telecom infrastructure for every province regardless of need. I know of many cases where there is an internet point of presence in the middle of a town, where the still don't have electricty pulled to the homes. If you want to talk overcapacity, China makes the U.S. telecom buildout look like child's play. And again, they potential addressable market in China is, at best, a third of their population and more likely a quarter. China and India are not going to be the panacea for American businesses. And in the case of China, they are now very much in the mode of finding non-U.S. vendors to provide solutions. (Huawei comes to mind). I do think that the upgrade cycle for equipment purchased in anticipation of Y2K will be the thing that helps to give some strength to the tech sector. grub