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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (10309)1/15/2002 7:20:12 PM
From: Rich1  Read Replies (1) | Respond to of 23786
 
Have to get the PPT in action tomally..



To: Jorj X Mckie who wrote (10309)1/15/2002 10:47:47 PM
From: jcky  Read Replies (1) | Respond to of 23786
 
I just don't get it Jorj.

Some people just don't understand the magnitude of the technology overcapacity which has plagued the industry. Overcapacity equals no ability to raise prices equals piss poor profits. It's not exactly rocket science. Only time can wipe out the excess inventory, restore a company's balance sheet and create new demand thru R&D.

If MSFT comes up with soft projections for Windows XP, SOX 500 is definitely around the corner.