ist für gigaset nicht soooooo unwichtig, wenn ihr mal in die analyse auf Seite 9 schaut: 70% der Telefon Komponenten kommen aus dem Dollar abhängigen Währungsraum = starker EURO = billiger einkauf!
"...The weakness in the USD could provide some upside.
With 70% of sourcing being USD based, a 1 cent change in the USD/EUR
base-case exchange rate of 1.35, results in a € 700k gain at gross margin
level.
Hence, all else equal, should the exchange rate average 1.50 for the rest of
2011, the upside potential on the gross margin is € 11m or 200 bps, which
the company may or may not choose to invest in more competitive pricing...."
gigaset.com/medias/sys_master/...tion/pdf&realname=Gigaset _11-05-06_long note.pdf
"born free"