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To: edamo who wrote (95946)	2/8/1999 10:25:00 AM
From: GRANOLA	Read Replies (5) \| Respond to of 176387

BUYING OPPORTUNITY: The mkt is just overreacting to Ralph Acamporo's opinion, announced on cnbc 15 mins ago, that the mkt will "correct 5-10% in '99"...we know better than to care what he says, and I heard him on Thurs saying that the mkt had ALREADY corrected 5%, and that IF it corrected further it would be AT MOST ANOTHER 5%...he is probably flexing his ego OR, more likely, cnbc has taken his thurs' words out of context...no matter what, his opinion matters only for THE MOMENT, so BUY DELL if it dips!!! (Just like thurs and fri!) jmo, GR

To: edamo who wrote (95946)	2/8/1999 11:41:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 176387

ahhh, a thinking person. i appreciate your incite and comments. w edwards deming, i believe, had a philosophy that margins should always be low so as not to attract long term competition, just as you cite. however, in the case of mu, short term greed took control. now look at them... i guess their alternative would have been to put their parts on allocation vs raising the price. perhaps everyone and their mother wouldn't be selling dram now if they had and they might not have lost money last year. however, i never said that emotions such as greed aren't a factor. it just isn't rational. business execution is key. you must know what adds value and do it. however, you now sell something different. a product plus added value as perceived by the customer. yes, you must be nimble to stay in business. the human factor plays a part. but it is also necessary to know why prices are declining and margins are thinning. if you see a glut getting worse and expect prices to move up then you are in wonderland next to alice. maybe diversification is necessary. maybe one must slow production. maybe one must sell the business while the getting is good. nothing substitutes hard work and a good business model. the theory is accurate and helps one understand why they are having to react on the fly. anything humans are involved in has to account for the "human factor." good luck... fyi... exchange2000.com