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Pastimes : It All Depends on DOJ vs MSFT
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To: Raymond Duray who wrote (3)2/12/2001 1:49:17 AM
From: David Freidenberg   of 61
 
"I don't follow Mr. Softie or the PC sector, so I can't really comment on your view as to the importance of MSFT for the tone of the entire tech market."

That’s understandable, but it doesn’t mean your views are any less important, particularly your opinion that MSFT is being rapidly obsoleted. Hope to hear more about the reasoning behind this.

"About 10% in round numbers. MSFT, INTC, DELL and CSCO represented about 40% of the value of the NAZ at the top."

If you’re saying that MSFT’s contribution to the fall of the NASDAQ, was approximately equal to it’s numerical proportion of the total NASDAQ peak value, then this seemingly assumes that each stock behaves independently of the others, in it’s own little compartment, so to speak. That doesn’t strike me as a valid assumption.
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