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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (6531)9/18/1999 11:19:00 AM
From: mauser96  Read Replies (2) of 54805
 
Thanks. I still hang around the thread, but I try to stay quiet when I don't really have anything useful to add <gg>.. You are so right about the past price of a stock. One of the most difficult lessons a neophyte investor has to learn is that it doesn't matter what he paid for a stock ( tax consequences aside). The market doesn't care what you paid, and waiting to "get even" is usually just a way to avoid admitting error. Letting your ego control your investments can be very expensive.
My take on the CTXS -MSFT relationship is that Bill Gates wants MSFT to prosper, and that he is agile enough to change directions at any time. The computer market is in the process of "hourglassing" ( to coin a phrase) The center of the market is probably gradually going to hollow out with the biggest growth at the bigger and smaller ends. Since MSFT main strength is in the center, he will do what it takes to hold this territory. This market wants lower total overall cost, CTXS is the best way to get this, so Gates will support CTXS. Every CTXS system sold means lots of MSFT products sold - if the customers go to something like Linux instead it means fewer MSFT products are sold. I'm not even sure that CTXS requires MSFT cooperation...lots of Windows software products are made without MSFT's help.
The main reason that I like both CTXS and SEBL is that the "space" that they have to fill is so large. I think both are now across the chasm.
One wave of the future may be the new Handspring Visor idea of plug in modules carrying both software and hardware. There was an article about this in a recent WSJ column by Walter Mossberg. If you haven't seen it I believe it can be seen at ptech.wsj.com
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