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To: flint who wrote (664)8/23/2001 7:26:48 AM
From: HerbVic  Respond to of 840
 
I'm not long AAPL. Bailed out somewhere around 24 about 3 months ago. PCs all look bad to me. Consumer is saturated with dust collectors. Could take another year and another round of performance improvements to bring back the sector.

AAPL is well differentiated to survive, but growth will be difficult while the peripheral to mainstream computer consumer has dust settling on their cheap crap keyboards.

And there's a lot of them out there from both Wintel (under $1k marketing efforts) and Apple (Past Performa crap).

Eventually, the peripheral to mainstream market will want to upgrade. But, that will only happen during an economic up-swing.

But thanks for the thought!

HerbVic