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

To: Michael Bakunin who wrote (55513)	4/10/1999 4:12:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 132070

Re; "Especially at current prices. Especially with shrinking margins, tepid demand, vanishing pricing power, inter alia." Some of the companies margins are not shrinking, e.g., DELL, GTW. Demand is at the 14% a year unit growth rate currently. Pricing power depends on product category. The victors in this war will pickup the unit growth from the losers. Stock pickers will pay a premium for the winners and will discount the losers. So there is profit for both the vultures (bears) and the eagles (bulls) depending on the stock. JMO