the curiousi tend to lean with the more favorable posters but...

the curious

i tend to lean with the more favorable posters but you make some good posts - i have lightened my holding but also due to govt pbs changes and maybe more looming in the budget

- talk of skinny maargins reminds me of how I sold Data3 (dtl) many years ago for a similar reason, and they had an exraordinary good run after that (until the past year or so I believe)

if i didnt have faith in the watching eye of sol patts i would be a lot more nervous - the writedowns are extraordinary , especially the bad debts, and a big size compared to profits

the thing about the low margins, if they do manage to increase them then there is a lot of shareprice upside!