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To: Meathead who wrote (25782)12/19/1997 1:20:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176387
 
I am short the box building business. Why ?

I think it is the same as the Disk Drive business. Over the long haul, there will be many players and some will survive, many won't. In the long run they won't be very profitable for long term investors.

Jim