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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Brian Lempel who wrote (9328)	12/13/1997 10:27:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 13456

>>While people think Asian companies are dumping, I don't think they are. They are simply maintaining their margins even while prices drop. They figure that if they want to try to gain market share, then this is the time to do it! I don't disagree with their position.<< Okay, when you want money what do you do? You work.. But the money you are getting only buys you the stuff around you. If you want that high tech stereo from the next town they dont want your stinkin cheapo worthless money they want something they can use. In this case they want $$$.. So they sell at what ever price. As long as they can get the $$$. Since I lived over seas and went through this stuff I know what its like. I want marlboro cigs, yea tastes good, kills faster but I had to use $$$ to buy them with not the local currency. All these companies want $$$ for semi and techonology which has to be paid with $$$. The market share stuff only comes in a little later. WDC I thin kwill be $50 by end of next year. The downside at this point is really low, I think unlike SEG they decided to take the BIG hit and do what is necessary than go through a slow death, they could have dragged this for an year. But a hit is a hit and I think haggerty has balls for doing it this way. QCOM will get hit, CREAF has no problems heck just their investestments make more than the earnings. APM I am not sure about, I read the NEW CC talk and CC said he didnt know about any WDC cancelations ????? of all the companies you mentioned WDC has the highest potential in time. QCOM will really taek off once the chinese market opens up. Its much bigger than korea and the rest of asia. Having a cell phone is a status symbol.