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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (22899)	9/22/2007 8:41:31 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 217691

Canadian Investment Stratagist Don Coxe says that Inflation creeping back into the global economy Gold will soon make new all times highs Dollar Index to drop another 10%. China will soon cease to be an engine of global deflation. Sell long term US bonds events.startcast.com

To: TobagoJack who wrote (22899)	9/22/2007 12:26:14 PM
From: elmatador	Read Replies (1) \| Respond to of 217691

Lets laugh:"These are extraordinary times. Rapid growth. Technological innovation. Low interest rates. Moderate deflation. Increasing money supply. This is the stuff of which enormous leaps in prosperity are made. It's hard to see while you're experiencing it - a forest/trees thing - but it's happening, nevertheless." AC FLYER Message 17201844

To: TobagoJack who wrote (22899)	9/22/2007 3:03:28 PM
From: energyplay	Read Replies (1) \| Respond to of 217691

I will agree that China will have a large advantage if there is significant domestic market for either the end product or major components. For products like toys, where low cost labor and simple raw material are wanted, I expect that VietNam, Thailand, etc. are hungry enough. Similar for most garment manufacturing. For something like auto parts and sub assemblies, where you want to have some technical skill, suppliers of fabricated metal part, alloys, special plastics, and have more complicated supply chain, China has huge advantages. Add in any sales to the domestic market, and the advantages are almost overwhelming. I think we can think of China today as an industrial country that happens to have very low costs (for now). Garment makers have already moved inland, towards cheaper areas. For lots of the low end stuff, like toys, I think Vietnam would work. VietNam would also be happy to have a toy plant. If you put a toy plant in China, you would not be at the top of the list for the local governments. If HP or Airbus or Honda decides they MIGHT like your land and building for a parts plant, the local authorities will have bulldozers outside your door before noon. Low end assembly is a stepping stone for China's industrialization, and one that has almost past.

To: TobagoJack who wrote (22899)	9/22/2007 5:17:55 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 217691

TJ, that's a giggle: <china based manufacturer making millions of one component, for china use, and millions more, for global use, feeding the component into chain that aggregates tens, hundreds, thousands of other components into final products, surviving by being the smartest and brightest and most productive, > That's fine for lead-painted toys for infants to suck, but when it comes to things like mobile cyberspace, China is sticking with the tried and failed. TD-SCDMA is a great joke and people are politely sniggering in private as China bumbles along failing to make the grade. Nokia, Samsung, Motorola and sundry Japanese are very grateful that China is shooting itself in both feet. Nobody around the world is going to buy China's dopey TD-SCDMA. D'oh!CoMo tried such a trick with PHS and i-mode en.wikipedia.org with the same level of success as China will have [but more locally than TD-SCDMA will probably have]. You have a chance to fix it up and win a brand spanking new 450MHz OFDM-powered phragmented photon cyberphone. You could probably even get a piece of the action as the $umptybillions flow. Make that call. Hu Jintao is bereft of good ideas. Starting a war over Taiwan is NOT a good idea, any more than King George II invading Iraq to show Saddam who was boss was a good idea. Lead-painted toys for children is not a good idea. Melamine is not nice to eat. Stealing intellectual property is not a way to excel. As you explained above, for whatever it was you meant, the principle applies even more to 450MHz OFDM. So far China is not smartest, brightest or most productive. China is stumbling, bumbling and shooting itself in the feet, with dopey TD-SCDMA, which is nothing more than a way of stealing intellectual property and going Albanian. Heck, North Korea will probably join up with South Korea and go ahead of China, Gung Ho on CDMA [and then OFDM] which South Korea is full of, while China bumbles around with TD-SCDMA bung cellphones made of melamine and painted with lead, infected with H5N1 and SARS [special administrative regions]. Make that call! Heck, I'll even throw in Taiwan, which will want to join up anyway as a SARS place if China starts doing things sensibly. If they made citizenship a tradeable asset, I might even apply to be Chinese. Mqurice