Valueman,
"So MSFT gets sold off--oh well"
I am with you on that one, so what? So what $2.1 trillion vanished from aggregate market cap last week? We must have recovered at least a few million this week.
So what MSFT lose another 10, 20 points, that is only $50 - $100 Billion out of the market, and most of that belongs to Gates, Baldwin and Allen anyway.
So what business is slow and anticipated to be slower? You think MSFT's business would have anything to do with Intel, Dell, HWP ......... Their business no doubt will just keep growing growing and growing, until each one can buy a few third world countries like the one Maurice came from.
So what MSFT is cooking the books and struggled to meet earnings via sales of "investments"? All the other blue chips like Intel, CSCO ..... have no exposure. None of them benefited from investing in dotcom companies which had benefited their bottomlines and will continue forever, right? QC certainly has no exposure in that area. Afterall, investments in phone.com is different, LWIN is certainly very cheap here and G* for sure will be the huge winner. Not to mention the joint venture with MSFT which for sure will be worth more than QC itself within hours after the IPO.
As for Bershire Hathaway, those are just "oldies but goodies". You will soon be able to buy BRK shares from the midnight informercials for $19.95 a share, each one autographed by the man himself.
The only thing of wisdom you had to say -
"why are you not 100% short?"
The real chicken little |
