Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Earlie who wrote (48436)	2/23/1999 12:54:00 PM
From: accountclosed	Read Replies (1) \| Respond to of 132070

how's the "where appropriate" coming? <g>

To: Earlie who wrote (48436)	2/23/1999 1:16:00 PM
From: upanddown	Respond to of 132070

Earlie Glad you liked them. Prompted by a LA times story today about Marshall Industries, a big local distributor, saying they will miss estimates by 50%. The screams of pain from the distributors being ignored by Wall Street hypesters is really amazing. Excerpt... "We have seen for some time now an oversupply of product in the semiconductor area, and this has led to declining average selling prices and a great pressure on the gross profit margins," said Robert Rodin, chief executive of Marshall Industries." With the dramatic decline of the average selling price of computers and a more competitive marketplace, there is uncertainty about how long and how deep the price war will go," Cage said. "How long it goes depends on how long the capital is going to continue to flow. It's not like they are making any money on it." said William Cage, an investment analyst with J.C. Bradford & Company in Nashville. John