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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote (578)7/16/1998 5:49:00 PM
From: Yogi - Paul  Read Replies (1) of 2025
 
PX,
<<Do you believe that any of the negative factors I listed are incorrect or flawed? Can you bring to bear any significant factors that I've missed?>>
Nope, tend to agree with you. Would suggest waiting for new NT release as I infer Microsoft has very many eggs in that basket compared to the Win98 basket.
Also, as Larry points out, market psychology may be more in control of MSFT then pure fundamentals.
You want to prove you have 3 very large brass balls hangin, then short MSFT, CSCO, GE, KO, DELL. Come to think of it, might as well short the market.

Regards,

Yogi

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