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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric Jacobson who wrote (25739)6/3/2000 11:53:00 AM
From: DownSouth  Read Replies (2) of 54805
 
Eric J. A decline in GM from 77% to 76% q to q does not seem remarkable to me. 77% GM is very, very high.

I would like to hear an explanation from management, however, but what is more important is for us to see if this becomes a trend and to understand what management's goal or expectation for the future is.

Sometimes declining GM can result from rapid growth. Materials shortages (caused by rapid growth) can cause materials costs to increase.

OTHOH, as a company's production of product increases, that company can command deeper discounts from its suppliers in exchange for larger orders, assuming that the materials are in ample supply. This is a good thing for GM.
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