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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (87265)	12/19/2000 11:48:16 PM
From: oldirtybastard	Read Replies (1) \| Respond to of 132070

The very nature of this cut-throat competition displays some the reasons for the current profit recession. However, when the shakeout is over, those corporations still left standing will be the ones who have the tremendous revenue and profit potential. and what % of current Nasdaq companies will be left standing? what if it's 20%? Where will that put the COMPX? Technology is a double edged sword

To: Hawkmoon who wrote (87265)	12/20/2000 2:36:56 AM
From: Don Lloyd	Respond to of 132070

Ron - All good points. ...The very nature of this cut-throat competition displays some the reasons for the current profit recession. However, when the shakeout is over, those corporations still left standing will be the ones who have the tremendous revenue and profit potential.... In the end, the profitable companies will be the ones with a sustainable competitive advantage, which may in part be simply an ability to execute successfully at breakneck speed under high stress. Whereas in a normal economic environment, (if such a thing exists), three companies may vie for a market that can only support one or two, an easy credit environment may draw in five competitors. Even for the survivors, all is not roses, as the inevitable liquidation of the losers produces a period of profitless production for all. Regards, Don