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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (14878)7/19/2002 10:53:20 PM
From: sjemmeri  Respond to of 78625
 
That is of course the major risk. However, Jobs has been sitting on that stash for quite some time and he seems to have a conservative nature in this his second life as a CEO. It may be nothing but gut feel but I think whatever he does it will have a lot of analysis behind it (also its not a bad time to try to pick up some interesting technology assets at a reasonable price).



To: Bob Rudd who wrote (14878)4/11/2003 4:29:48 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78625
 
AAPL: This music di-WORSE-ification is the risk that's kept me out...throwing the cash down a rathole chasing a pie in the sky concept by buying a business with problems that they don't know how to run. If it ends up going this way [who knows, the drop in share value might clue them in], it's unfortunate...they should have given the money to shareholders and milked the franchise...unfortunately, that doesn't seem to fit Jobs' style.


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