It is plausible, but growth has been slowing across many sectors in China: http://blogs.marketwatch.com/thetell/2013/10/16/economists-see-china-economy-slowing-

It is plausible, but growth has been slowing across many sectors in China: http://blogs.marketwatch.com/thetell/2013/10/16/economists-see-china-economy-slowing-this-quarter/ http://blogs.marketwatch.com/thetell/2013/10/16/economists-s... Until I see a sales chart from IBM that drops significantly in June I think this sort of talk is pure speculation.