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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (68299)	5/16/2002 4:36:48 PM
From: vampire	Read Replies (1) \| Respond to of 99280

well, we've been in a corporate recession i wouldn't be shocked to see margins start to improve (and of course revs) as economy improves (you rarely fire enuf people when times are bad to offset rev loss) their main concern right now is to steal market share (esp with HP/Compaq turmoil)

To: yard_man who wrote (68299)	5/16/2002 5:38:33 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 99280

<<It's not good news for DELL either as there are limits to how much market share they can take -- they can only get 100% of a market that has declining revs and declining margins.>> Right. When automobiles were invented, I'm sure the last, best buggywhip maker "took market share" from the competition, too...until there were no competitors, and eventually no market. DELL is the NEW best buggywhip maker in the whole, wide world. And a well-managed buggywhip maker at that.<G>