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To: MSB who wrote (2786)12/23/1998 10:07:00 PM
From: Devil's Advocate  Respond to of 4903
 
PCCC mentioned by CNBC as next in line for the MZON-effect....



To: MSB who wrote (2786)12/24/1998 12:58:00 PM
From: Rauf A. Adil  Respond to of 4903
 
Gross margins are analyzed relative to the industry group and category. If the industry as a whole has shrinking gross margins then you cannot blame any one company.

As an aside, gross margins do shrink over a period of time in the high tech industry. A Higher volume in business compensates for that so the earnings could still increase.

Rauf



To: MSB who wrote (2786)12/24/1998 1:17:00 PM
From: zurdo  Read Replies (1) | Respond to of 4903
 
MSB,
You are like an attorney who asks you a loaded question, then insists on a yes or no answer....What we see here is Suzanne Galante focusing on one stock in a category that is characterized by slim margins...Not necessarily "emaciated"...You must be short on this stock...


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