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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: IQBAL LATIF who wrote (28777)9/10/1999 3:56:00 PM
From: MeDroogies  Respond to of 50167
 
Of all these listed (and I agree with listing them all as is), I perceive Gates as having the highest likelihood of NOT being there next year.
He faces too much competition, and I don't believe his resources matter in this battle. Between AAPL, ORCL, AOL and LINUX, I don't see him maintaining the high growth rates and value that he has up to this point. I'd say at some point in the next year, it'll be time to short MSFT.
UNLESS, of course, he can open up another new field of development. But Gates ISN'T an innovator. His strength is being a fast follower and a strong marketer.

I was anti-DOJ, went to being pro-DOJ, now I am anti-DOJ again. While I believe the case has a very strong basis...I now believe (as in all previous cases) the market is making the decision W/OUT the gov't having any say.



To: IQBAL LATIF who wrote (28777)9/10/1999 9:33:00 PM
From: Ed Newman  Read Replies (1) | Respond to of 50167
 
Absolutely fantastic little synopsis of the current techno-wall street scene... and why the tech stock investors are the Wildcat oil speculators of a hundred years ago and the gold seeker previous to that....

Question: Is this your own work or copied from somewhere. It is very fine piece of writing (with a smidge of editing.)

ed