Hi Gerald, RE: "I dropped a few pennies into Mar 105's on Friday as I believe we'll have a substantial recovery by Win2K release day."
The market seemed to over-react.
RE: "My wife's account is around 40% in MSFT and MSFT LEAPS so I didn't want to go deeper than that."
I can understand that. I personally like keeping the bulk invested in Switzerland (aka Intel). Win2k will most likely have more impact later this year. Looks like Dell's made it clear he's betting on Linux (and Intel). Leaves MSFT with HP & Compaq. HP & Compaq with their RND (higher-end Servers) who have a reasonable presence in the Enterprise. So, Dell's business fits Linux. Linux is selling well (unit-wise, not revenue-wise) in the low-end market. However, MS owns the Enterprise (infrastructure, tools, IT training, Consultants, etc.), although this release will make a dent into Sun's market which Linux is struggling for too.
RE: "My largest position is in Cisco, due to three 1997 purchases. I would like for my daughter to inherit at least half of those shares"
That's great. Some people don't have these types of aspirations (to put money to good practical use). I saw an engineer (from one of the newly famed IPO companies) the other day who had a very expensive 2-seater race car. Couldn't help but think about how this money could have been spent on something more practical. I wonder how someone with a 2-seater helps their family out by driving Grandma and Grandpa around? Maybe they don't.
It's nice to hear folks find other practical uses for money.
RE: "100 in 2063, and she's 64...)"
What is the cutoff year for baby boomer's - I've always heard conflicting information on this?
Regards,
Amy J |
