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Politics : Formerly About Applied Materials
AMAT 257.02-1.1%3:59 PM EST
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To: Katherine Derbyshire who wrote (31361)7/12/1999 9:16:00 AM
From: Ian@SI  Read Replies (1) of 70976
 
Katherine,

The PC business has had thin margins for as long as I can remember. Profits have not been easy to come by and have primarily gone to the most efficient manufacturer, which is DELL at this time, was CPQ a decade ago.

To send $270 to the bottom line on 1 $3000 sale or to send $300 to the bottom line on 11 $300 sales is not much different from a shareholder's perspective.

For those companies having difficulty sending money to the bottom line, I'd agree with your point. For Dell, they have a fundamental principal of doing business profitably or exiting the business. ... and I haven't seen any signs of them exiting anything recently.

FWIW,
Ian.
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