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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: johnd who wrote (50242)9/28/2000 6:20:13 PM
From: alydar  Read Replies (1) of 74651
 
<<If total PC grew 18.5% (per IDC) and MacOS sold less, Windows sold more. Basic math.>>

John, I wish it was that basic. As a result of todays announcement, I will lose about 50% on my AAPL investment, but it was a good learning experience.

AAPL was my PC play. I am dumping it tomorrow. I am never going to be exposed in the PC area again. If the company does not produce a product or service with a digital heartbeat (i.e., internet, internet, internet) I am staying away from it. IMO, MSFT revenue is based on PC sales. As JC said, it is a mature market and the life cycles end is coming at internet speed. I did not see it because of AAPL's new OS X. The OS, PC whatever you want to call it is dead.

I am taking this as a learning experience and I suggest you all do the same.

Bob.
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