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Non-Tech : Kirk's Market Thoughts

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3:59 PM EST

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Gottfried

To: Gottfried who wrote (1378)	6/9/2014 1:34:23 PM
From: Kirk ©	2 Recommendations of 26585

Yeah, I was accumulating IBM slowly with HP profits back before the crash... then when I was at WESCON to meet with the IBM laptop team to put HP IrDA inside... Gallagher was there splitting watermelons to go with IBMers there without ties... so I doubled down on IBM at about $11. I heard on TV that the Apple stores are nearly empty and they are relying on some new invention to refill the stores. Having worked at a company that used to invent things.... I probably know more than most just how difficult it is to pull off inventing new products with $10B markets.... and they probably need 10x that to really outperform an index fund. Apple might regain the growth with the IOT, but Google, Samsung, Cisco, and all the other usual suspects plus the small companies without the baggage are trying to invent the same things.

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