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The Case for a Level of Optimism

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Himanshugupta
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Re: Level of optimism
Himanshugupta   10/27/2011 10:43:04 AM
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@Anna, this is really good post as there is optimism for the electornic industry.You said that there will be growth prospects till 2015 mainly from the BRIC natoins. Will the growth be comparable to the last years or there will be some slowdown? The EU nations are grappling with the financial problems. Will this space be filled by the emerging nations.

Anna young
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Re: Level of optimism
Anna young   10/24/2011 5:09:59 AM
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@ Barbara, thank you for your comment. Yes, there is pockets of growth for electronics. You're absolutely correct in saying that there may be some shifting around.This is for the supply chain industry to figure out.

Barbara Jorgensen
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Level of optimism
Barbara Jorgensen   10/19/2011 9:37:30 AM
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Anna--kudos for writing about this report. The same message -- there will be pockets of growth for electronics -- came from our live chat last week. I think compnaies have to be creative to capitalize on this--so many resources have been concenrtaed in the major market regions such as China -- it may require some sifting around. But that's what the supply chian is supposed to do, right?

tech4people
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Re: A big Joke,
tech4people   10/19/2011 7:38:24 AM
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Nemos,

Unfortunately most European Bueracrats are way too deluded with their thinking to think of any of this realistically and pragmatically.

They would rather ensure Taxpayers go entirely bankrupt rather than admit the Euro project has been a massive and serious failure& that its time to kickout atleast the weaker nations like Ireland,Portugal and Greece..

Regards

Ashish.

tech4people
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Re: Re : The Case for a Level of Optimism
tech4people   10/19/2011 7:25:23 AM
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Anna,

Unfortunately there are no easy answers or solutions here.

It requires a wholesale restructuring/rebalancing of the Surplus countries away from External /Western Demand and more towards Internal demand.

It will require a lot of retooling of supply chains as well,especially so as to create the kind of products which are in demand and are needed by the Surplus countries.

For instance(I believe I had mentioned this earlier also);how many Ipads can the millions of Indians and Chinese who live on less than $3 per day buy?

If you accept that all the demand in The West for Ipads/Iphones,etc today is artificial (and would not be there in a normal economy)-After all,about Half of America's working population is on some form of Govt Welfare or another[A Highly unnatural situation which cannot persist forever] ;similar things can be seen all across Southern Europe(Italy,Portugal,Greece,Spain and even France & The UK) as well.

What will happen to demand for these products if Govt support is lost?[They are all Bankrupt for better or worse]

That is the ground-reality which manufacturers especially in the Surplus countries have to appreciate and be prepared for.There is a huge demand for cheap/low cost Internet communication devices which will not cost more than $200[Even that is kinda stretching it].Are manufacturers and designers ready to meet this need?

Where is the Tata Nano of the Mobile world?My gut feeling is it will come out of India only.Most Low-cost Chinese products are of extremely shoddy quality and have ZERO reliability.

Regards

Ashish.

Nemos
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A big Joke,
Nemos   10/18/2011 5:44:59 PM
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"The effects of Europe's inability to resolve its debt crisis has crimped growth globally and is reportedly hurting equity markets." If the great leaders and founders of the EU can see the today's Europe from the place that they are now probably they are laughing with us.....




Anna young
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re:
Anna young   10/18/2011 5:40:09 PM
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@Jay_Bond,I agree. Analyst project that IT spending will increase in Western Europe  to $460 billion by 2015. This holds opportunities for electronics equipment manufacturers as well as challenges I understand. Identfying the growth area is the key to success. Positive news indeed.

Anna young
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Re: Competitive environment
Anna young   10/18/2011 5:01:38 PM
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@Eldredge, You're right. That is the name of the game in a business world. Suppliers who know their game will identify and tap in the areas of growth. Whilst others who fail to recognize the growth area will be disappointed.

Anna young
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Re: Re : The Case for a Level of Optimism
Anna young   10/18/2011 4:44:31 PM
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@Tech4people, that is exactly the point. The BRIC countries are increasing export because it is favourable.The challenge now for the European vertical market  is figuring ways to avoid overproduction in an already depressed market area whilst tapping into opportunities in growth areas as expressed by Nina Bonagura of IDC. How do you suggest the Western countries deal with the emerging markets surpluses? I know various factors are at play here. What's your view? 

tech4people
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re:
tech4people   10/18/2011 2:32:00 PM
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Jay,

For sure,this sounds like good news. Only thing to consider is this-Is this demand enough to offset the massive fall in demand coming from the likes of Europe ,America and Japan???

I am not so sure.after all their consumption levels as well as their Standard of Living is much-much higher than the BRICS.

Plus the level of retooling of manufacturing capabilities required(you need Low cost/highly rugged Tech products here)-for instance how many Indians and Chinese(the vast majority of whom even today live on a monthly income of less than USD 100 per month can afford an Ipad???

Regards

Ashish.

 

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