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To: Lucretius who wrote (33672)	4/14/1999 10:22:00 PM
From: Lizzie Tudor	Read Replies (2) of 86076

LT ... how about Apple as a short? They had good results today so you'd have to let that play itself out, but after that.... We know the PC business is in trouble (from cpq's warning - Dell is only ok because cpq is sooo stupid). Apple is benefitting for now because they have a cool line of "boutique" products - but Dell has already announced that they will be coming out with a line similar to Apple, colors etc. and an ibox product. Apple margins have always been to high and continue to be, Dell is able to sell other OSs besides msft now due to the DOJ putting a collar on msft. Just a thought

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