Farss is under the impression that India and China population will drive the current technology market. The only problem with analysis is the disposable income question. With India and China buying oil at +100$ barrel for energy means that China current struggle for energy and heat will continue...... and most people want some heat vs. new ch dvd that requires a new HD TV with greater electrical demands. And since "most" of these countries' areas are still highly underdeveloped compared to the EU, efforts to get power, food, and heat out to the masses outside the big cities are higher on the government queue than putting a HD TV and CH DVD player in each house.