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To: stock bull who wrote (59121)8/18/1998 5:11:00 PM
From: WBC  Read Replies (3) | Respond to of 176387
 
Forget the fixation with ASPs...its the increase in margins and earnings from an extremely well managed company that matter !



To: stock bull who wrote (59121)8/18/1998 5:15:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Stock Bull, ASP should be of no concern to you. Geoff Nunn and I discussed this issue to death, and we agree that those who believe that lower ASPs have a negative connotation do not understand the dynamics of business. And this includes many of the self-styled analysts.

No disrespect intended, but have you studied economics? Firms are profit maximizers, not revenue maximizers. I'll put another way, keep your eye on the donut, not the hole!

TTFN,
CTC