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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (31361)	7/12/1999 12:30:00 AM
From: Clarksterh	Respond to of 70976

Katherine - That was exactly the point I was trying to make, in my long winded manner. Clark

To: Katherine Derbyshire who wrote (31361)	7/12/1999 9:16:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Katherine, The PC business has had thin margins for as long as I can remember. Profits have not been easy to come by and have primarily gone to the most efficient manufacturer, which is DELL at this time, was CPQ a decade ago. To send $270 to the bottom line on 1 $3000 sale or to send $300 to the bottom line on 11 $300 sales is not much different from a shareholder's perspective. For those companies having difficulty sending money to the bottom line, I'd agree with your point. For Dell, they have a fundamental principal of doing business profitably or exiting the business. ... and I haven't seen any signs of them exiting anything recently. FWIW, Ian.