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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (50242)	9/28/2000 5:45:40 PM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

If... --- If. -JCJ

To: johnd who wrote (50242)	9/28/2000 6:20:13 PM
From: alydar	Read Replies (1) \| Respond to of 74651

<<If total PC grew 18.5% (per IDC) and MacOS sold less, Windows sold more. Basic math.>> John, I wish it was that basic. As a result of todays announcement, I will lose about 50% on my AAPL investment, but it was a good learning experience. AAPL was my PC play. I am dumping it tomorrow. I am never going to be exposed in the PC area again. If the company does not produce a product or service with a digital heartbeat (i.e., internet, internet, internet) I am staying away from it. IMO, MSFT revenue is based on PC sales. As JC said, it is a mature market and the life cycles end is coming at internet speed. I did not see it because of AAPL's new OS X. The OS, PC whatever you want to call it is dead. I am taking this as a learning experience and I suggest you all do the same. Bob.