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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (15961)	6/21/1999 9:33:00 PM
From: American Spirit	Read Replies (2) \| Respond to of 43080

PIRATES lesson was - sometimes your biggest break in life is NOT getting bought out and/or hired by a big company. One scene that wasn't in the movie but happened was when Ross perot called in Gates and told him he would buy MSFt for $50,000,000. Gates wanted $100,000,000. Perot turned him down. And also the lesson of seeing future value where the general perception is that there is none. Like Xerox turning down the idea of a mouse. Or Hewlett-Packard the ideas of a personal computer. The scene where IBM lets Gates and Allen keep software ownership because "the real money's in hardware" is a great one. That meeting made for the biggest fortune in history. Unfortunately it also promotes the art of plagarism as Jobs ripped off Xerox and then Gates ripped off Apple. Look at poor Xerox now. They could have owned it all. And even though Apple's recovering Gates rules the business and even owns a chunk of Apple. Another great scene was where Jobs yells at gates "We;re still better than you. We have better products". To which Gates retorts, "Don't you see? That doesn't matter." He'd already won the war and set up his near monopoly. The movie made me think about Linux. What will Gates do about that? Can he buy it out? Can he steal from it? If so he will. It also made me think, where is the real future value now? Maybe I'm not expert enough to see it except in my own business but sometimes I can, like when I see kids starting to wear certain fashions, fads starting here in LA. I'd love to invest more in on-demand movie systems but besides ATT I don't know who the winner's going to be. So many potential players competing. Gates will have his hand in it though. You can be sure of that. Gates is also trying to compete with Coms on the Pilot computers. He will steal what he can but may be forced to buy COMS. Or somebody will. Coms by the way was my best buy last week. Up 6 1/2 points. The rest that I own I've held from 20 3/4.