Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 24 3:59 PM EST

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To: Ira Player who wrote (10269)	6/8/2004 1:42:27 PM
From: Bookdon	Read Replies (2) of 25522

This was a relatively easy thing to analyze before "globalization". IBM imports steel and copper wire and silicon (cheap stuff), and makes these into computers by using American labor. It then sells the finished product to Volkswagen in Germany. This is situation "2", and good for America. But what if IBM buys subcontracted parts from Korea, adds Microsoft Widows (from Seattle), and an IBM warranty, before selling it to Volkswagen? It has added engineering, marketing (using the IBM name), and after-sales service (which may be outsourced to India). Is this good for America? To further complicate things, the liquidity of the US stock market means that it is possible that the majority of IBM stock could be owned by foreign nationals, in which case the dividends would enrich them, rather than Americans. This is not easy to analyze.

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