Stocks Crossing The 13 Week Moving Average <$10.01 Message Board

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Strategies & Market Trends : Stocks Crossing The 13 Week Moving Average <$10.01

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To: Bucky Katt who wrote (9407)	8/17/2001 12:31:55 PM
From: James Strauss	Read Replies (3) of 13094

DELL... The PC business is very low margin at this time... Gross margins are about 17%... It's pretty hard to squeeze a net profit out of that... marketwatch.com The router business has improved for them... Of course, they are working off a low base relative to CSCO... I would imagine they'll try to grow share there... That will probably start another price war with CSCO and IBM... Those margins will come down putting a damper on that sector... The restaurant and retail store head count is a good way of gauging current economic conditions... Another way is to see how fast you can catch a cab... In weaker economic times fewer people ride cabs... Jim

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