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Strategies & Market Trends : Stock Attack -- A Complete Analysis
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To: Haim R. Branisteanu who wrote (39635)12/29/2000 7:15:40 PM
From: ru2  Read Replies (2) of 42787
 
I agree with you that oil being almost%50 less now in local currency in Europe and Asia is going to be a big factor in the earnings of some tech stocks if the price of oil stays down. I am not sure what that means however for big ticket items such as PC's. Although I notice more and more people in Eastern Europe on line I am not sure that translates into big quantities of PC's. In Romania there are internet cafes in Cluj, Brasov, Timosora ( sp?) and of course Bucharest. I only found one in Budapest, but that was a year and a half ago. The internet Cafe in Cluj was open 24 hours a day and half of that time the place was full. I did not meet a single person that had their own PC. All of them used the one at work or went to an internet cafe. So in one sense there is a big potential market. However in Romania I just don't think that many people can afford their own PC. My guess is that Moldova is similar, but I have never been there. Although no one I met owned their own PC LOT's of people had cheap cell phones. If INTC makes a significant portion of it's earnings from selling chips that go into smaller ticket items like cell phones I would think the earnings might jump more from sales in smaller countries. If not VSH might benifit more than INTC from a drop in local oil prices in the smaller countries. I suspect that INTC will do very well in the Western European Countries from the sale of bussiness PC's if nothing else. Unfortunately I have never been to Asia. I suspect that the Chinese will buy lot more cell phones than PC's, but I really don't know much about the Asian market.

If all of Intels earnings come from high ticket items such as Pc's I think they will do well. I just think that if they are diversified into more affordable items they are going to do even better.

Any one know how much of Intel's earnings come from parts that go into smaller ticket items like Faxes and cell phones?

Ru2
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