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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (66892)	1/2/2002 6:50:30 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Ted, OT: Re: but what do you think will happen over time with the inequities that exist between regions in the EU? Do you think the analogy of the American North and South that I posted to Peter is an apt one? Yes, I think that's a good analogy. You don't even have to reach that far out: We have the same situation in Germany with the western and eastern part. Unemployment is twice as high in eastern Germany compared to the west and it's less "industrialized" (which a few notable exceptions like the high-tech Dresden area). Over time both will probably and hopefully grow closer together (in both a economic and political sense). The situation in Europe is similar although we have a north/south difference there. And what about AMD? Will Europe continue to be a good customer now that the EU is more in control? I don't think the Euro will have a big influence on buying decisions it just allows the customer to easier compare between prices in different countries. So it adds more competition which is always good for the customer but I don't think that will hurt or benefit companies like AMD. IMO AMD is so strong in Europe and especially Germany because many Germans prefer to buy their PCs at a local "screwdriver shop". Large OEMs like Dell or Compaq are much less important here (especially Dell which has <10% of the market). The leading OEM in Germany is Fujitsu-Siemens with around 20% of the market. And they sell both AMD and Intel systems. First, P. Buchanan is representative of a long line of conservative American authors who fear the white race is headed for extinction. While there are truths intermingled within his commentary, the main motivator for his suppositions is fear. Thanks for your opinion on that. While I do follow US politics somewhat closely (and very interested) I don't know much of Buchanan. But his main point that the Western population is getting older and older is IMO a valid one. The German pension scheme and health care only works if there are enough young people paying for it. If this trend continues there have to be either dramatic cutbacks or more tax increases. Andreas PS: If you want to respond to this post please move it to the unmoderated thread.