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Politics : Formerly About Applied Materials
AMAT 231.00+3.1%11:46 AM EST
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To: Jacob Snyder who wrote (24253)9/14/1998 2:23:00 PM
From: Gottfried  Read Replies (1) of 70976
 
Jacob, the Siegal chart is nice to know about. Slowing profits worry me, too, and I see no relief. Worthwhile companies have wrung about
all the obvious inefficiencies out of the system. (JIT parts delivery,
for example). In some areas, like DD makers, further cost reductions are being made by reducing parts count. (Example: one instead of two disks per drive with the same data capacity).

I've been thinking of taking profits on INTC.

Gottfried
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