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Technology Stocks : PC Sector Round Table
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To: LK2 who wrote (580)7/16/1998 6:47:00 PM
From: Pierre-X  Read Replies (1) of 2025
 
Re: IBM vs MSFT

You said:
PX, you're using hindsight when you compare MSFT and IBM. You're saying IBM was a good short, so now MSFT could be a good short.

Forgive me, I guess I didn't present my example properly. The material on IBM was not intended as a case for shorting IBM in 68. It was merely an illustration of how all growth stocks are capped in the long run.

But this isn't the discussion I wanted to have. I was looking for a discussion of the pros and cons of their current and near term business prospects.
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