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To: ild who wrote (249708)7/13/2003 11:22:08 AM
From: Earlie  Respond to of 436258
 
Ild:

In unit sales, this is true, BUT..........
- Asia was virtually shut down this summer due to Sars.
- China has several large manufacturers of PCs and cell phones and is also moving fast to fill the gap on semi production.
- these markets are cut throat with respect to price. A company may sell plenty of units over there, but the margins are worse than "razor thin".

Best, Earlie