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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Haim R. Branisteanu who wrote (170720)6/6/2002 5:48:24 PM
From: yard_man  Read Replies (1) of 436258
 
what you overlook is that replacement is continual Haim -- it's going on now -- what is lacking is the ramp up in technology investment. It's gone -- long gone -- until there is some new thing everyone has to have that no one has now.

Sorry, but equilibrium will not provide the margins of yester-year or support the stock levels where they are at now. It IS that simple ...
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