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Strategies & Market Trends : Sharck Soup

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To: DebtBomb who wrote (22245)	5/11/2001 12:10:30 AM
From: American Spirit	of 37746

Correction: IBM CEO said PC businesses was "maturing" rapidly, not "deteriorating". He stated service will lead hardware and software sales. Since IBM is the #1 service company around he'd better say that. And he could be right. He did not say handhelds will replace PC's, though as personal devices they already are. He expressed concern with the "commoditization" of PC sales which basically means lower prices and more quantity so more and more people around the world will be able to afford computers. This has been happening for years. But the desk-top PC with a big monitor and solid keyboard will never disappear. Try typing on a Palm or even the tiny thin new AAPL laptop. You need small fingers. MSFT 2000 coming out in october will spur a whole new round of PC buying. New swanky and yes cheaper models will lure in customers. The internet will continue growing rapidly and so forth. So who are the winners in all this? MSFT, IBM, AAPL (with their 5% global niche), PALM and who else? Those are four good stocks to own going forward and AAPL and PALM are especially cheap right now, which is why I own them.

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