Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Mike Mee who wrote (3256)	10/12/1997 10:57:00 PM
From: LastShadow	of 120523

Responses: SEEQ does look good, as does BORL and SGI. However, all my analysis is telling me that HCIA may be reversing, and TEAM has slowed a little too much stochastically and Chaikin for high confidence for me. AAPL AlienTech - well, I could be wrong. But what I see is Ellison and Jobs trying to make their companies into something for the future, not remake it into what it once was. Gates/MSFT has limited vison when it comes to the future of computing. MSFT is like the asian copying machine back in the 50's - couldn't create anything on their own, but could copy the hell out of something and flood the market with it. If I had to chose one pair of pompous asses over another pair, I'd bet on Ellison and Jobs. As for UMAX and Radius, yea, not much, nor was Power Computing either. But it isnt what they were that interests me - its what parts of a whole they are bringing together. And that's worth gestalting and extending a few years into the future. I've dealt with MSFT. I've dealt with Apple and UMAX and quite a few things with Ellison's bunch. Its not 'the rich kid' they are trying to topple - its the limiting stranglehold on the computing environment driven by greed and the need to maintain ownership and control of the direction its all headed....not something I want a visionless company to do. This isn't about the past or preferenece or personalities. Its about potential. And therein lies profit. I want interoperability. I want applications to seamlessly integrate regardless of OS or browser or data format. If MSFT makes the best products for that end, I'll buy it. If they don't, I don't want to be limited by them. Period. If someone else assembles a consortium to work toward the fundamental changes that need to be made to advance the computing/communication paradigm, I'll support it. And if they succeed and become the next blockade, well then I guess I'll just have to support the next anarchist. lastshadow

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