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Technology Stocks : Microsoft Corp. - Moderated (MSFT)
MSFT 501.90-1.9%3:20 PM EST

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To: Dave who wrote (673)10/24/2002 9:41:03 AM
From: alydar  Read Replies (1) of 19789
 
hi dave,

<< I have to agree with you Jordan; Rocky obviously must have graduated with honors from the buy high and sell low school of investment.>>

dave you are wrong about degree in investing. i have held orcl since 1995 and sunw since 1998 so i bought low, rose with the wave and should have sold half off, and rode the puppies down. so some greed is involved in my previous makeup but i will not make that mistake again. but to say i bought high is wrong. saying that i did not know when to sell is correct and that is the point i am trying to get across to msft shareholder. msft has peaked, ballmer has said so and now is the time to sell.

to be specific, i have actually lost between 5%-10% of my total portfolio during this tech depression. i am down considerably more on paper but still believe that orcl and sunw will be strong survivor going forward (i.e., next five years). how do you compete with a FREE OS and office suite anyways:)?

lastly, i cannot disagree that msft's stock has held up better than almost any tech company but i do believe that is because they have a monopoly and use it to implement their illegal new pricing program.

any other questions, rocky.
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