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Politics : Ask Michael Burke

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To: GuinnessGuy who wrote (22727)	9/13/1997 10:00:00 PM
From: Cynic 2005	of 132070

Craig, re. JBIL the main thrust behind the surge is gross margin improvement. The top-line improvement is paltry. A slowdown among the major customers (networkers) is already visible. Erosion in gross margins is a matter of time (I bought time till Dec.) And, a major tech wreck will kill this high flyer into half in no time. Good luck. -Mohan

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