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Technology Stocks : Apple Inc.

AAPL 284.49

-0.6%

3:07 PM EST

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To: jont who wrote (24915)	5/21/1999 6:23:00 PM
From: Marc Newman	Read Replies (1) of 213173

Interesting thought from Cramer today: <<How did this happen? How did things get so murky in personal computer land? I think it is this cable conundrum that is causing the investors to flee the sector. The cable conundrum says, basically, that if Bill Gates is willing to give a half-billion to any cable operator in the world to make Windows relevant, even as boxmakers PAY GATES for Windows, boxmakers must be on the wrong end of the stick. Think about it: Brian Roberts from Comcast (CMCSK:Nasdaq) gets a billion bucks from Gates, ostensibly to keep Windows in the loop. Dell, on the other hand, pays millions to Microsoft to keep Windows in the loop. Boxmakers give Gates money so he can finance cable boxes that will wipe out PCs?>>

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