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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (63701)	5/9/2005 7:54:52 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

I have read that China might build enough factory capacity to manufacture about 80% of the goods in the world. After building that much additonal capacity, won't these factories be at the tender mercies of Wal-Mart, IKEA, Macy's, and the purchasing departments of Toyota, Hyundai, and Sony ? What is this going to do to factory wages - keep then down so low that an internal market in China won't develop ? Isn't there going to be a bit of a squeeze between higher raw material prices (Copper, coal, iron ore, oil) and the desire of the buyers for ever lower prices ? So China ends up suppling near zero cost labor AND through State bank susbsides, some zero cost capital ? Reminds me about some of the dot-com business models. Of course, they could make it up in volume....

To: TobagoJack who wrote (63701)	5/9/2005 7:58:02 PM
From: energyplay	Respond to of 74559

I have read that China might build enough factory capacity to manufacture about 80% of the goods in the world. After building that much additional capacity, won't these factories be at the tender mercies of Wal-Mart, IKEA, Macy's, and the purchasing departments of Toyota, Hyundai, and Sony ? What is this going to do to factory wages - keep then down so low that an internal market in China won't develop ? Isn't there going to be a bit of a squeeze between higher raw material prices (Copper, coal, iron ore, oil) and the desire of the buyers for ever lower prices ? So China ends up suppling near zero cost labor AND through State bank susbsidies, some zero cost capital ? Reminds me about some of the dot-com business models. Of course, they could make it up in volume....

To: TobagoJack who wrote (63701)	5/10/2005 6:12:33 AM
From: Snowshoe	Read Replies (1) \| Respond to of 74559

Toll Brothers' Record FY 2005 2nd Qtr. Contracts Grow 38% to $2.2 Billion vs FY 2004 Tuesday May 10, 5:00 am ET Record 2nd Qtr. Home Bldg Revenues Rise 51% to $1.2 Billion Record 2nd Qtr-End Backlog Increases 57% to $5.9 Billion HORSHAM, Pa., May 10, 2005 (PRIMEZONE) -- Toll Brothers, Inc. (NYSE:TOL - News) (http://www.tollbrothers.com), the nation's leading builder of luxury homes, today reported record second-quarter and six-month results for contracts, backlog and home building revenues for the period ended April 30, 2005. The value of the company's second-quarter contracts and backlog were the highest for any quarter in its history. More... biz.yahoo.com