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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (25163)	3/9/2005 12:54:31 AM
From: RealMuLan	Respond to of 116555

CHINA TARGETS 11% REVENUE GROWTH IN 2005 (the actual revenue growth in 2004 was 21.4 PCT) moneyplans.net moneyplans.net

To: RealMuLan who wrote (25163)	3/9/2005 5:12:19 PM
From: Earlie	Read Replies (3) \| Respond to of 116555

Yiwu: No doubt about it,....expansion of chip capacity has been big in China,..... much to the chagrin of other global players. That said, I think the cited predictions for near term future Chinese growth in this arena are both naive and unrealistic. Several of the sectors mentioned are already saturated and sinking beneath a sea of unsold inventory. I do think Chinese efforts in this area add additional (and unwanted) inventory problems for more established players. One more reason why I will stay short. Best, Earlie