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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Jack of All Trades who wrote (78657)6/13/2002 9:12:32 PM
From: Zeev Hed  Read Replies (1) of 99280
 
I think that the group is of the type that when their customers catch a cold, they catch a deadly pneumonia. Razor thin margins and very large overhead, feast and famine kind of existence. I would not get into it for now, even at book. You also must remember that "book" often includes a lot of Capex bought in past years in preparation for the good time, by the time that equipment is put to use, it may be (partly) obsolete, thus some of that "book" is really a figment of an accountant's fertile imagination. I don't follow DDIC myself, but do follow other members of the group, so that situation might be different.

Zeev
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