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To: lanac who wrote (80586)5/7/1999 4:10:00 PM
From: Process Boy  Respond to of 186894
 
lanac - Thank you for posting the report quoting Osha and Kumar. One salient point form Kumar ; the quarter is only 40% over, and Niles and cohorts are already screaming ASP. I smell a rat.

Osha in particular espouses a theory I hold to, that unit volume will => loss from declining ASP's. Barrett has been saying he believes the value segment may very well expand the market. He's not saying anything different "in here".

PB


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