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Technology Stocks : PC Sector Round Table
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To: Frodo Baxter who wrote (1310)12/15/1998 9:03:00 PM
From: Yogi - Paul  Read Replies (1) of 2025
 
Lawrence,
<<Be afraid. Be paranoid. Because in the end, valuations matter. Business is pain. APM will go bankrupt. And hubris kills.>>

Thanks for ruining a perfectly lovely day. <g>.

<<Competition will only become more perfect, margins will come under more pressure, and the only way to make a buck is productivity growth, transient competitive advantages that don't even last a damn product cycle.>>

Sounds like the disk drive sector.

Yogi

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