CEO Forum - Q3/2003

by Andrew Ku on July 20, 2003 12:16 PM EST

8. What is your company's future outlook for international investments from North America, Europe, South America & Asia?

CEO #1: Our biz will grow in every region, so we will continue invest in Europe, S. America, and Asia. However, N. America's clone market is relatively small.

 

No Response

Falling/Shrinking

Stagnant

Growing

North America

15%

 

46%

38%

Europe

15%

8%

38%

38%

South America

15%

23%

16%

46%

Asia

15%

 

8%

77%

Geographically, everywhere across the globe seemed to be up in the air. Asia was the only clear place where CEOs felt more capital coming from. Interestingly enough, 23% of the CEOs expressed their pessimistic outlook for South America, where they actually saw the capital shrinking.

When the economy fully bounces back will play a big role in this and where companies are willing to sink their capital into. Asia has the most confidence among the CEOs mainly because of China, and the shift of manufacturing to that area. The move to other areas will largely depend whether the company feels any immediate or potential business expansion, the country's policies on factors such as labor, other business cost factors, and the area's readiness for technology. Africa certainly has a lower labor cost factor, but the readiness for much of what is to take place in technology over the next 5 to 10 years isn't there now. And with civil war in many areas, manufacturers are definitely willing to forego some lower labor cost for regional stability.

Overall Corporate Outlook Emerging Markets
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  • unclebud - Friday, July 25, 2003 - link

    i am thoroughly impressed! what an excellent idea!
    thanks to anandtech and all others who made this event possible...
    cheers
  • Anonymous User - Tuesday, July 22, 2003 - link

    On the whole a very interesting read, with a surprising range of views from the CEOs.
    I was also surprised that there was no mention of TCPA & it's effects on the both the mobo manufactures & public perception. I was also somewhat surprised on the response to AMDs entry into the server market - I think that AMD are going to have a very up hill stuggle to maintain any hold in this market - even with 64/32 bit processors.
  • Anonymous User - Monday, July 21, 2003 - link

    I was rather dissapointed that TCPA/TrustedComputing was not addressed. Not only do I refuse to purchace any device containing these mis-features, I am willing to pay higher prices to aviod doing business with any company that deals in them. I have influence over puchases made by a number of people and purchases made by a non-profit organization.
  • Anonymous User - Monday, July 21, 2003 - link

    Prove themselves in the enterprise market (ie. VISA)? VISA wouldn't run anything important on Intel. What is anand smoking? VISA runs mainframes and Unix boxes for mission-critical stuff.
  • Anonymous User - Monday, July 21, 2003 - link

    Actually, I was kind of surprised by the _lack_ of insight here. You would think that these CEOs would have more to say, off the record, then was written here. But it's a good start and a unique way to make some noise/news. Nice work.
  • Anonymous User - Monday, July 21, 2003 - link

    You found the only CEOs in the world who didn't blame all their business woes on 9/11. Amazing.
  • Anonymous User - Monday, July 21, 2003 - link

    Keep up the good work. Would like to see the main site updated more often though. Perhaps try to find some new hardware to test? Just a thought.
  • Anonymous User - Monday, July 21, 2003 - link

    Congratulations on a well written, groundbreaking article. Amazing insights: some succinct & punchy comments.
  • Anonymous User - Monday, July 21, 2003 - link

    Wow, intriguing. A unique article, I knew I came here all the time for a reason.

    Good work.

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