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To: Fred Fahmy who wrote (7840)1/7/1998 10:31:00 PM
From: Vanni Resta  Read Replies (1) | Respond to of 13925
 
Fred Fahmy wrote: "I have the impression that you know very little about managing a business or what the ultimate goal is. I also get the impression that you have no experience working in a financial area."

Hahahaha! If you only knew.

Fred also wrote: "Margin expansion is NOT usually the primary goal." You have not move here recently from the communist North Korea recently, have you? Saying this demonstrates a COMPLETE lack of understanding about business. Yes, maybe you have read a book or two on Warren Buffet. But you obviously know nothing at all about business, and you demonstrate that it by stating this.

Your comment about Intel proves my point exactly. Why do you think Intel has been such a hot stock over the past several years? High margins. And how do you think the margins got there? By chance? Hahahaha! No. Management worked hard to get them there cause they know the value of high, and expanding margins, unlike you.

Indeed, your refusal to acknowledge that margin expansion is crucial (you can grow revenue all you want but if expenses grow in line, meaning margins do not improve, it does you ABSOLUTELY no good) demonstrates your very novice level of investment analysis.

Given that, I, for one, do not want to hear from you any more.

Margin expansion is not important.

Hahahahaha!

What a joke.

Anyone else have any sound reasoning to contribute to the discussion?

Happy Investing!

Vanni