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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: akidron who wrote (17970)3/20/1998 11:46:00 AM
From: David Rosenthal  Read Replies (1) | Respond to of 70976
 
Aki,

You said:

it does seem to suggest that the market believes that increased volume will not make up for lost margin.

I read two articles earlier this year that said that price cuts for PC's were impacting margins by about 30% this year to last. Obviously there will not be 30% growth in unit sales (estimated to be about 9% this year).

Dave