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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: monicadepp who wrote (24330)7/13/2006 4:28:40 PM
From: monicadepp  Read Replies (1) | Respond to of 78697
 
Notice now some misspelled words. Sorry. More to show I am depressed after today's collapse in the Markets. :-(
Monica



To: monicadepp who wrote (24330)7/13/2006 5:20:19 PM
From: Paul Senior  Respond to of 78697
 
CSCO, AMAT "margins"

"The margins are considerably down from the boom 2000 levels."

"The margins are obviously going down from increasing Asian competition..."

I see these numbers:

CSCO net profit margin, yr. ending 7/'00 avg.: 14.1%
Current net profit margin, per Yahoo: 20.6%

AMAT net profit margin, yr. ending 10/'00: 21.6%
Current net profit margin, per Yahoo: 21.1%

I'm with Speculatius who wrote about these companies' margins:
"they look stronger than ever to me".