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Strategies & Market Trends : Value Investing
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To: TwoBear who wrote (6339)3/17/1999 5:54:00 PM
From: Michael Burry  Read Replies (1) of 78481
 
Another aspect of CPU: Sales of PC's/Laptops are still growing quickly, but it is the margin pressure/decreased ASPs that are the trouble. Plenty of people are still buying PC's from the local store. And while businesses and net-savvy folks may not always do it, I think a lot of the AOL-types will.

Mike
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