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

To: Milan Shah who wrote (53695)	12/1/2000 12:13:56 AM
From: Dave	Read Replies (1) \| Respond to of 74651

Re Apple... hope you were not being facetious Not at all. I own some AAPL. Some from before their plummet, and some more from after. I think they were reasonably priced at about 55. At 16, they're a ridiculous steal. My sources tell me that they have some outrageously excellent products in the pipeline. Server boxes with 16 G4 processors doing symmetric multiprocessing on BSD UNIX. Some kind of Air Port tablet computer. Wireless video. Desktop DVD authoring. The tech market will probably be depressed for a good long time, but I expect AAPL to be a bright spot. As one example of AAPL's upside, Apple has a much better software architecture for web servers (industrial strength UNIX) than Microsoft does, yet if Microsoft gets 80% of the server market (which it won't), that will increase its earnings by what, 25%? But if Apple gets a mere 15% of the server market (which it might), its earnings could triple. Dave