Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

3:59 PM EST

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To: Fortinwit who wrote (27387)	12/23/1998 7:05:00 PM
From: Skeeter Bug	Read Replies (1) of 70976

>>direct sales are KILLING these guys. Makes sense... << actually, it doesn't. gtw is performing terribly with little growth. muei is doing the same. dell, about the only company - indirect or INDIRECT - is doing well. so, you take one company doing well and define an industry... hmmmmmm... now THAT is in depth analysis ;-) apple is saying they are doing well, too. are they a direct player? why not take apple and say the indirect model is doing great - you'd use the same logic.

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