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Technology Stocks : TLAB info?
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To: Jay Fischer who wrote (6136)10/22/1999 12:07:00 PM
From: Baldwin  Read Replies (1) of 7342
 
EDIT/I didn't pick up on nervousness at all. I'm NOT particularly objective, but have been around him quite a bit one-to-one since 1988.

I understand TLAB can't continue to grow margins forever.....the ceiling would be 100% profit (meaning zero cost)....so there IS a finite point at which the rate of growth of profit margins won't be sustainable....but then again i heard "we can't keep this up forever" type remarks years ago as well.

Stock doing well today with appx normal volume as of this time of day.

Congrats longs on getting to smile at the 33rd :)
Baldwin

here's the edit: Dave, i too, appreciate your posts here....nice to see ya again :)
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