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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Ron Bower who wrote (7025)	10/9/1998 12:19:00 AM
From: Derrick P.	Read Replies (1) \| Respond to of 9980

Ron, Well, where do you think the lowest cost capacity is coming from? In other words, who is kicking all these other manufacturers butts? Hmmm, and apparently they are still growing. Best, Derrick

To: Ron Bower who wrote (7025)	10/9/1998 12:24:00 AM
From: gmccon	Respond to of 9980

A Chinese guy told me that he sells toner cartridges in the US. As soon as the US Market is saturated with these now ultra-cheap cartridges, they (the US) won't buy any more. Money will then stop flowing back into China. China, already is not importing. Next, they will not be making any more toner cartridges, nor importing anything. So, he's trying to say, we have yet to reach the point where Asia is neither importing or exporting. When that happens, there will be a bottom. The Chinese guy describing this situation says this is 2 years away. The worst is yet to come.