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


To: energyplay who wrote (66023)7/7/2005 5:30:49 AM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
<<How soon could domestic saturation of the market occur ? Or it could be many, many years away ?>>

In this particular market, many years away, because one is organic growth (natural growth per economic growth), two is migration growth (change from old to new technology), and three is export growth (grab someone else' lunch).

So, the largest Chinese domestic player can dominate the world by consolidation, if backed by financial engineering know-how, supported by moolah flow, and manage to keep living in the domestic market by out-competing the other combatants.

At some point, one or many of the players will have to make a jump on the R&D feeding chain, and so I expect only the very smartest and aggressive management groups to succeed, with the rest dropping off.