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To: Paul Reuben who wrote (25186)12/15/1997 1:12:00 PM
From: Brian Hutcheson  Respond to of 176387
 
Paul , re margin squeeze
A number of us on this thread have been saying this for a month or more . The same fundamentals that have affected Dram , CPUs and disk drive manufacturers will affect PC makers also . It is a question of competition and market share . The only companies that will be unaffected are those with proprietary technology . This rules out PC makers as they basically use the same components .
regards , Brian