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 ^^
@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