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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (27592)4/22/1998 10:54:00 AM
From: Knighty Tin  Respond to of 132070
 
Tip, Another excellent piece from Fleck. He covers the area that so many bulls ignore. While they babble on about near term inventory corrections, Fleck realizes that it is really just overcapacity in anything that had a margin. I have always paraphrased "Field of Dreams." "If you build a huge profit margin, they (competition) will come." There are exceptions. Monopolies like MSFT can only be challenged by economic reality and the govt. But most tech cos. are being victimized by their own excesses of capital spending. MB



To: yard_man who wrote (27592)4/22/1998 11:58:00 AM
From: Thomas M.  Read Replies (1) | Respond to of 132070
 
I'll be pulling quotes from this one for quite a while.

Tom



To: yard_man who wrote (27592)4/22/1998 12:14:00 PM
From: eddie r gammon  Read Replies (1) | Respond to of 132070
 
You watching your beloved BLDPF. It has gone ape the last few min. bid/ask all over the place 118/119 7/8 and last going off at 120.
Dont know if its just funkey feeds or if you may get your spike above 120 (g)

erg


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