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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (29534)4/12/1999 5:32:00 PM
From: Skeeter Bug  Respond to of 70976
 
duker, emachines is a contract electronics mfr and a monitor mfr. they are vertically integrated more so than their competitors. they make a little on the box and on the assembly.

i'm not saying they will be profit magnet - i don't think they will. i am saying there will be a sucking sound from the profits of their competitors as they try and compete...



To: Duker who wrote (29534)4/12/1999 7:00:00 PM
From: Jeffrey D  Respond to of 70976
 
Steve Fancy posted this over on the NVLS thread. Dow Jones on-line discussing the semiconductor recovery. Jeff

Message 8863696



To: Duker who wrote (29534)4/12/1999 7:03:00 PM
From: Jeffrey D  Respond to of 70976
 
Duker/all, down almost 6% on fairly low volume. Is everyone waiting for the INTC report tomorrow before making a "buy" decision? Jeff


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