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Technology Stocks : Autodesk! Ready to rise?
ADSK 301.34+0.2%Oct 31 9:30 AM EDT

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To: Doug Kaiser who wrote (2)6/12/1996 12:36:00 AM
From: William ONeil   of 77
 
Doug: I bought Autodesk a couple of months ago, at a price higher
than it is today, because I liked the way it dominated (I thought)
its market. All the great tech stocks of the past - IBM, Novell,
Microsoft, Intel, Cisco - have dominated their market. As long
as they maintained that dominance their stock rose; And when
they lost that commanding position, a la IBM and Novell, their stock
fell. I thought that ADSK had that kind of dominance in the
CAD market. Do you think that Bentley really threatens ADSK's
market leadership in CAD?
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