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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: gpowell who wrote (42644)	10/5/2005 12:35:06 PM
From: sb999	Read Replies (2) \| Respond to of 306849

From your link, I find this information on geographical diversification interesting. Didn't know if you are aware of this. For each year, this lists the percentage revenue from Asia (ex Japan) and North America. FY 2000 - 26% - 41% FY 2001 - 31% - 35% FY 2002 - 38% - 32% FY 2003 - 40% - 29% FY 2005 - 45% - 23% 2005 Q2 - 45% - 24% It is even more interesting if you find the revenue from Asia: FY 2000: 8.8 B FY 2001: 8.2 B FY 2002: 10.2 B FY 2003: 12.0 B FY 2004: 15.4 B PC penetration is miniscule in China and India. If Americans continue to buy houses on borrowed money, and emerging markets do not submerge, and microprocessors continue to get cheaper, Intel (and rest of the computer industry) may soon be recognized as a growth story. Similar story in Latin America and Middle East (courtesy your SUV).