The auto industry now looks for a 15.5 million car year, largely based on replacement demand and the low cost of carry.
With smartphone penetration at lofty levels in the U.S. and Western Europe, vendors for those devices need to foster replacement demand and offering mobile payments is one way to accomplish that.
As that replacement demand becomes an even greater driver of the iPhone business than it was just a few years ago, it means the rocket ship ride that was the iPhone will slow.
Instead of focusing on aggregate demand replacement, policymakers should view government stimulus spending from an economic return perspective that focuses on the potential value created by government spending versus the potential value created by private spending.
Cooper is strongly placed to leverage the growing demand for replacement tires in the high performance and ultra-high performance categories.
They are also introducing new or replacement models to revive demand.
Companies are also introducing new or replacement models to revive demand.
Nabi expects capital spending will be a major force, which he believes will remain robust, powered by two sources of demand: replacement of aging plants and equipment, and U.S. exports, mainly to emerging countries.
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The 80%-20% sales split today between traditional and CFL bulbs in the U.S. today will reverse within five years, Yan says, helping to create demand for hundreds of millions of replacement bulbs globally.
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What Jackson and AutoNation did was understand better than their competitors the root drivers of car demand: cheap financing and a short replacement cycle.
The joint reference design meets the demand for in-room HDMI cable replacement applications as well as whole-home full-HD video content sharing, using standards-based Wi-Fi networking technology.
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If a surge in demand pushes the price of existing property above its replacement cost, developers have an incentive to build more.
Product deliveries already lost, as well as demand increases as retail systems are restored, require that replacement volumes be made available immediately.
Being a value investor in the Graham and Dodd style, Levy would like to own shares of a company whose products are in great demand, but only if that company is selling on Wall Street at lower than replacement value.
This assumption was based on the stable underpinnings of auto demand--cheap financing by car companies (and by home equity loans) and a customary replacement cycle of three years.
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