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Strategies & Market Trends : Value Investing
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To: kolo55 who wrote (3857)4/15/1998 10:23:00 PM
From: jeffbas  Read Replies (1) of 78478
 
Paul, some of these same issues face our favorite ECM stocks as well,
specifically declining ASP's. Of course they benefit from the continuing trend toward outsourcing.

Question for you: If JBIL assembles one board for $100 now or two at $50 three years from now, what happens to the profits? In other words, do you know how JBIL compares with Intel which is facing a similar situation?
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