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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (24324)7/13/2006 4:27:39 PM
From: monicadepp  Read Replies (2) of 78702
 
Hi,
The margins are considerably down from the boom 2000 levels. AMAT and CSCO have yet to earn the amounts of money they earned in 199-2000. So much for economic growth.

It is margins exactly I am talking (and worried) about. The margins are obviously going down from increasing Asian competition-the costs are way too low there and they quality of the product is about the same (patrotism notwithstanding).

My portfolio is a deep sea of red after today and I am depressed. Or very sad at least...

Monica
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