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Politics : Ask Michael Burke

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To: Nadine Carroll who wrote (26706)	3/15/1998 11:36:00 AM
From: Mike M2	Read Replies (1) of 132070

Nadine, as MB says "it ain't sales it's margins" -there ain't a whole lotta margin in a sub $1000 pc not to mention a $600 pc. The industry touts talk of unit growth but fail to mention Total revenues have/ or will fall due to rapidly declining asps ( avg selling price). At best the touts always err on the side of optimism often times their outlooks are so rosy I would call it something else. Dram is a great example can you name any Wall St firm or trade association or group who forecasted ( in advance)the dramatic decline in Dram over the last few years. I remember hearing about shortages that would last until the year 2000 and Micron would earn between 10 to as much as $17 dollars a share in 1997. Mike

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