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To: KeepItSimple who wrote (88247)3/31/2001 1:21:28 PM
From: Logain Ablar  Read Replies (3) | Respond to of 436258
 
KIS:

I think your getting fixated on MSFT. Its not as bad as you think and you miss a key point. I've read actual PC sales are not down. Just the ASP falling thru the floor. Softie isn't dropping its price and actually office 2000 costs the same today as just over a year ago.

Many other candidates vs this one.



To: KeepItSimple who wrote (88247)3/31/2001 2:13:52 PM
From: patron_anejo_por_favor  Respond to of 436258
 
KIS, I agree. With window-dressing behind us and warnings dead-ahead, MSFT is in my cross-hairs this week. MU earnings down, MUEI out of biz. DELL is also being levitated on false hopes (the MER 'cyst said they would "make revenues" this quarter...BFD, their margins will go down the toilet, and that "investment income" they robbed the balance sheet for all those quarters has evaporated)....

Good times ahead in PC and PC-related stocks...for the shorts.


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