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Author: Larry01Gott Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 3433  
Subject: Re: Question Date: 8/11/2003 11:29 PM
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ed, that's a good question. I'd like to pursue the issue -- but I personally have not looked into it yet. I'll be a learner.

Can you tell us more about the J.Rodgers interview -- or link us? And yes, China is a gamble, that could present a lot of pain.

Still, I'm not sure I agree with the Rodgers' premise -- that the companies that stay out of China but sell INTO it will be the prosperous ones.

The more I study the issue (and I'm putting lots of hours into it now), I think the companies that are willing to make commitments (plants, employees, finances) inside China will get the Gov'ts stamp of approval, and cooperation. In a sense, the gov't is being trained to cooperate -- finding that you can catch more flies with honey than you can with vinegar. But this is not learned in a day.

Take UTSI for example. They now have 500 employees in China. I think that is the way to do it -- and I think you'll find that the fastest growers are inbedded inside China.

Other thoughts, anybody?

Larry

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