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Strategies & Market Trends : Win Lose or Draw : Be A Steve, Make A Call -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (7705)	3/23/2003 3:12:00 PM
From: orkrious	Read Replies (1) \| Respond to of 11447

Were you recommending against shorting intc and msft?

To: Jorj X Mckie who wrote (7705)	3/23/2003 3:13:01 PM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 11447

china does not need INTC or MSFT. they are already going down the opensource route and MSFT is toast. they are also developing non-INTC based cpus based on (opensource) mips. china needs them about as badly as they need CSCO, which huewie is demonstrating is not at all. we have not even seen the beginning of anti-globalization/anti-us reaction. get ready for a rough ride. imo. the world is a-changing...

To: Jorj X Mckie who wrote (7705)	3/23/2003 4:01:44 PM
From: Techplayer	Respond to of 11447

MSFT is not likely to be singled out. I will only short MSFT at DOW 9k. 9k has provided a double or triple top (I need to look at the chart again). MSFT will move with the markets I believe. Business has remained strong, Cash on hand has remained strong and when IT spending finally starts to increase (IDC saying 3-7% over the next couple of years), MSFT will reap the benefits. My one beef with MSFT is that it is a hackers best friend. It is painfully clear that MSFT is not on top of the ball of the security portion or its' offerings.