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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: mopgcw who wrote (10307)3/13/2002 9:25:18 AM
From: Robert Douglas  Read Replies (1) of 10921
 
Where are the ultimate consumers? Isn't this is what drives the economy and ultimately Intel?


Of course that's true, but what is the market share for PCs built in Asia (other than Japan) selling in the U.S.? And does it outweigh the sales of the American PC makers selling into Asia? I don't think there's any way you can deny that the emerging economies of Asia and elsewhere are a big demand driver going forward. The U.S. may be the most important market at present but their day is ending.

Not even close (and if you believe the actual numbers, I have a bridge to sell you).

Well, you tie my hands if you discount numbers even before I post them, but I will anyway.

From the IMF's World Economic and Financial Surveys, 

Ten year average growth rates:

Real GDP

            1983-92      1993-2002
China         10.2         9.2
USA            3.4         3.5

Output per capita:

Developing     2.4         3.9
Advanced       2.9         2.3

Real per capita GDP

USA             2.4         2.6
Euro area       3.2         2.0
Emerging Asia   7.0         4.4
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