Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: akidron who wrote (16933)	3/3/1998 11:34:00 AM
From: robbie	Read Replies (1) of 70976

OT Here's my over-and-out: <<people that might have bought more expensive machines are now buying cheaper ones with lower margins.... this is an absolute, so allthough the market is expanding, margins are shrinking... and the fear expressed today my BS and ML is that they will shrink further faster...>> Not an absolute. I'll say it one more time, please go look it up so I don't have to say it yet again---Compaq's margins are increasing. A lot of families can now buy an extra computer now thanks to the sub-1k, and a lot of people can now afford to buy their first computer. As for people that choose to buy a sub-1k when they really need more, I don't think it's an issue. One more time: Compaq's margins continue to increase. Over and out. One more thing, who should I believe on this issue, Ekhard Pfieffer or you and Dave? Believe I'll stick with Eckhard. Robbie

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next