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To: Eric Goethals who wrote (11913)7/6/1998 1:28:00 PM
From: Trey McAtee  Respond to of 21342
 
eric--

damn, do i really sound that acerbic<G>?

no, its not about liking them or not, its just that i think their business model is dogshit. fabs are very difficult to run profitably especially if you are a second tier government backed communications company (like ALA). i guess thats what bothers me most about investing in ALA...that and the fact that ALAs products havent been all they claimed they would be.

just one thing though...taking market share at a loss isnt the best way to do things especially when your biggest competitors are small players who dont have a lot of pricing flexibility. they are bleeding long before their real competition gets fired up.

good luck to all,
trey