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 Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: t2 who wrote (15271)11/13/2000 9:32:16 AM
From: D. Swiss of 65165
 
t2, I agree with you on GTW. Their bottom line is moving more and more away from the PC business and relying on non-PC system revenue and earnings (similar to the cell phone business). They are selling the PC's at low margins to get to the high margin business.

:o)

Drew
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