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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Cyrus who wrote (252)	12/30/1997 1:52:00 AM
From: Stitch	Respond to of 9980

Darrell and All, <<if Europe is such a hot play then why can't US companies sell their goods in Europe.>> I think the right thinking here is that , even though Asia may not buy as many PC's and other technology products over the near term, that doesn't mean Europe will buy any more. Europe will buy what it needs, no more, no less. If you have an economic situation impacting trade, those are lost orders. The net is a decline, any way you count it. Its fortunate that prognosticators think Europe's recovery will spur some spending. It may soften the blow. But any way you look at it I expect U.S. exports to Asia will decline and most prognosticators have been yeahooing the importance of the growing markets there for some time. I still think Asia will be a growth market in the long term. I can't tell you how many times I receive a hand written receipt or wait for a merchant to search dusty shelves to see if an item is in stock. Every time it happens I think, "here is an opportunity." Last forcast That I saw on PCs was from Hambrecht & Quist. I suspect it may be dated. But it suggests that in 1998 the splits on PCs will be as follows: Category Units(Millions) No. Amer. Corporate 23 No. Amer. Consumer 13.2 Europe 20.4 Japan/ROW 40.4 Anyone have any newer PC forcasts?? Reference your comment about Asians and technology products, you may be right. They may not be so quick to sacrifice on this score. Its interesting to note that Malaysia has not sacrificed its plans for the Multi-Media Super Corridor while it has cut back significantly on other super projects. The region in general has a very healthy respect for technology products and their economic importance both as tools (user view) and trade balance (exporters view). Best, Stitch Best, Stitch