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To: skinowski who wrote (40803)	4/3/2025 8:05:24 AM
From: ajtj99	1 Recommendation Recommended By skinowski Respond to of 41435

There are also fundamental differences in the approach of Asian companies to business vs US companies. Asian companies look out 10-years when they are looking at business. American business looks out maybe a year or two. Asian companies plow as much of their profits as possible into Capex to improve productivity, quality, and profitability. US companies prefer to strip out as much of their profits in the form of dividends and buy-backs as possible. Even in things like IP the US has lagged Asian companies with the exception of IT areas, which is only because the US laws are so lax with regard to IT patents. If a public US company wants to do business like an Asian company and work for long term growth, some activist group will come in and stop that from happening.

To: skinowski who wrote (40803)	4/3/2025 8:17:09 AM
From: Jack of All Trades	2 Recommendations Recommended By robert b furman skinowski Read Replies (1) \| Respond to of 41435

Automation depends on the type of business you engage in. A large majority of the manufacturing that went overseas was high volume and can easily be justified to automate processes to reduce costs, improve quality and yields. I think if mfg does come back it will be more automated and less skilled workers required, but those workers will have to have skills vs just running parts through a machine. If you are a job shop it's hard to justify automation as you don't have visibility orders and/or product. JMO