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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year
PSFT 0.00010000.0%Oct 29 5:00 PM EST

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To: Smart Investor who wrote (4314)1/26/1999 9:59:00 PM
From: Raptor  Read Replies (1) of 4509
 
Smart ... Why do people assume that Coke's stock ought to go up

immediately after Pepsi reports good results? You assume more people are drinking soda and therefore Coke will benefit. Perhaps others assume Pepsi has stolen market share from Coke.

Can't this same logic apply to software? And I am not saying I expect poor results from PSFT - I am not sure what to expect at all.
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