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Technology Stocks : Apple Inc.
AAPL 278.28+0.1%Dec 12 9:30 AM EST
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To: jack bittner who wrote (29067)10/3/2000 2:59:54 PM
From: Cogito   of 213176
 
>>by the way, how come you guys are buying computer hardware stocks - which are commoditized - when you could buy photonic stocks, some of which have locks on niches - or, as Ben Graham used to say, have a "franchise". <<

Jack -

Well, don't assume that all the "guys" around here are buying ONLY computer hardware stocks. More importantly, you don't seem to get that Apple is NOT a commodity box maker and that the DO have a franchise.

- Allen
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