[yuzi]

> ... so US companies are to blame?

Blame is irrelevant. These countries are choosing to backlash against a product problem.

> ... they should be considered a threat?

Yes. Unless, in the long term, they want to become level-B American citizens. Believe me I know - I'm Canadian and we are close.

> Companies like this don't come out of Europe for a reason.

New tailored products will grow and gain success when the old behemoth products are gone.