There is no historic norm for what is happening today. Take CHKP for example. This company has a 50+% NET profit margin! And it is still increasing the rate of earnings growth. INTC, a MANUFACRURING company, has a 60+% gross profit margin, and several other chip companies are at that level. GM, Ford, GE, etc, never had profit margins like this, and never had to increase manufacturing capacity 5 to 10 TIMES in a few years, just to try and keep up with demand the way JDSU, SDLI, GLW must.
There has never been anything like this. Never.
Of course, I realize fiber optics is dead. But, maybe someone can scrape together a few more cents for another strand.
"Telcos plan Asia-America undersea optical cable"
biz.yahoo.com
It would be good to have some cash, now. Don't miss all the great bargins.
Regards,
Tom |
