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High customer share in Germany. And what the economy looks like there...running on a savings plan...if things improve again in Germany, things will go up here too...a kind of anti-cyclical bet on Germany's economic recovery ^^
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@WarrenamBuffet think it can still go down a bit and the share will only recover slowly before the country improves...
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@TheAmazingInc Yes, of course. That will take a while yet
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@WarrenamBuffet I know that Bechtle has done a lot in IT for the federal offices, a few of which have been lost this year when the contract expired. Whether Bechtle will ever do that again will be difficult. A lot went wrong there
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