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

To: Jurgis Bekepuris who wrote (28230)	9/25/2007 11:25:31 AM
From: Kirk ©	Read Replies (2) \| Respond to of 78714

They have made a lot of changes since the 90's.... one is to outsource much of the variable labor costs to China so they don't have to take massive write-offs against earnings for layoffs every cycle. Also, how are people trying to help third world countries? Are they giving them insurance, Sees candy or Gillette razors to shave or are they giving the kids portable, cheap, laptops with wireless connectivity that operate on the sun or hand cranking? Lam (and some of my favorite GARP stocks) make the picks and shovels that makes this technology possible. Garp = Growth at a Reasonable Price.