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To: Frank Ellis Morris who wrote (24665)11/4/1999 11:39:00 AM
From: Ann Janssen  Read Replies (1) | Respond to of 27012
 
Hi Frank,

I'm not picking on you but I just couldn't let this one go by. Besides, there was no way I was going to comment on what Brian and Sonny were talking about. <GGG> Although I couldn't stop laughing. :-0

RE: "It also upsets me how my AOL,Sun Microsystems and now Oracle is on a tear and Microsoft just sits there looking stupid and getting no respect. "

My take on this may be a little simple but "What comes around goes around"!! It's about time people opened their eyes and realized that AOL, SUN, and ORCL are all giving us great new products (cutting edge and very scalable)!! MSFT just copies from everyone else. I'm not anti Microsoft but they will not take over the world of computing. Competition is good, just look what Linux has done in the past 18 months.

Ok, let the flames begin but if you don't believe me just pick up a copy of computer world and see for yourself.

I also have some MSFT too, in funds and personally so I'm not thrilled with it's performance of late either. But of course I'm thrilled with my ORCL and SUNW.

You have a great day!!

Take Care

Ann



To: Frank Ellis Morris who wrote (24665)11/4/1999 6:17:00 PM
From: Sonny McWilliams  Read Replies (1) | Respond to of 27012
 
Good evening Frank. Another good day in the markets and your QCOM is up again. I was going to buy some today but it was up early on and then GS did this downgrade and I waited around to get in cheaper. Well, you know the rest of the story.

Dell. Yes. If we had this crystal ball. And about your MSFT. I always say, you win a few and you lose a few. You certainly can't say that when it comes to Msft. Maybe it applies to your purchase of IBM. It will probably come back. Don't always look at IBM as having purchased it on margin. Just tell yourself it was QCOM. gg. You can offset the margin expense as long as you declare some profits at the end of the day. I'd better say at the end of the tax year. gg.

I am still hanging in there with my margin even though I have reduced it quite a bit. And now I am looking around for new buys. I feel pretty confident that we will have a pretty good market for a while. Not to say it will be calm markets.

You mentioned the other day about buying in the fall and selling in the spring. Not a bad idea if you like nice tax bills. And you know that over time you will do better holding on for the long term. I have sev. long term stocks but am not wedded to them. If I see trouble for the future, I sell. I just don't see it yet in Dell. Again, yes it would have been better to sell all Dell and buy Qcom, but who could have known for sure.

If we are talking about should have done. I should have held on to my orig. Intel. I should have held on to my orig. Msft. I should have held on to my orig. Dell. I should have held on to my orig. AOL. I should have held on to my orig. Amgn. I could go on. If I had known for sure, I would have. On the other hand I may have decided never to go into stocks. That would have been a bigger tragedy. gg.

It's a bit early now but GLobex fut. don't look too great. Another employment number tomorrow.

I sold some of my shares in WLA today at 90 1/2. I would never have thought of doing that on Tuesday. Probably should have sold some of my PFE also. But now it's already down. It would be great for PFE if they could get WLA.

Sonny