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

To: Taikun who wrote (41048)	11/13/2005 7:04:31 PM
From: TobagoJack	Read Replies (1) \| Respond to of 116555

<<Apple making 40% margins off the ipod than the Chinese manufacturer making 3% margins manufacturing ... platform companies>> ... as a shareholder to offshoring companies, or as their advisors, i am in favor, but ... ... the problems being: (a) first order effect of revenue sharing (forget margins, they come and go) (b) second order effect of first time job relocations (c) third order effect of subsequent and progressive jobs relocations (d) second order effect of factory construction, fitout, and manufacturing equipment sourcing (e) fourth order effects of knowledge dissemination, etc ... all leading to a greater good, but equalization.