David Tsao

Raw Data Report: Harley Davidson, BMW, Daimler

With respect to HOG, can you break down by geographic region? I'm just curious to see if HOG saw strength/weakness when compared to regions experiencing the the most pains with respect to subprime mortgages/foreclosures...

Harley's Beat: Was High Crude the Buffer?

ronh,

although Europe's auto business is showing weakness, moto's are a way of life over there. Have you ever hit any of the cities in Italy? People willing to shell out premiums for a Harley, will distinguish themselves from the Piaggio loving public over there. The same goes for India, where it's all about dinky Hero Honda bikes. I asked a fellow coworker when I was there last year if he would ride a Harley around the streets of Mumbai... "fantastic" is the word he used. Affording one is a different story, but in time things should look good for Harley in emerging markets.

There is a good story the Chicago Tribune ran about Hog's versus Royal Enfields in India. An interesting read.

www.chicagotribune.com...

Harley's Beat: Was High Crude the Buffer?

I would tend to agree with Mallarde, but still picked up HOG a few weeks ago. Harley's aren't about function, they're about image and style. Higher gas prices, makes looking good and feeling good more costly.

I still bought HOG because they will turn around when the economy turns around. It's not often you can buy a classic piece of Americana at this price.