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

To: TimbaBear who wrote (16839)	4/13/2003 3:35:25 PM
From: LauA	Read Replies (2) \| Respond to of 78652

TimbaBear - I would suggest that you avoid guys like Munger and Buffett, because they sprinkle their conversations with those kinds of 'humorous' slurs. Jobs strategy always puzzles me: Great industrial design I get. Premium price for trailing edge technology, I don't. Co-opting the Napster/KaZaa crowd with iPod, I get. Rewriting the sales contracts so that Dell, Target, Fry's, etc. stop selling iPod, I don't. It seems to me that the Napster/KaZaa kids armed with 250 gig hard drives costing $150 signal the end of the CD business as we know it, so why would you pay up for Universal Music? For laughs?

To: TimbaBear who wrote (16839)	4/13/2003 4:29:22 PM
From: Madharry	Read Replies (1) \| Respond to of 78652

-I dont agree with you there. I am tired of Boards consisting of Political and Academic figures rather than shareholders or shareholder representatives. and if I were a shareholder of apple I would not be pleased about this kind of business change where there has been no demonstrated competency to produce shareholder returns in the past. Gore somehow lost an election that was his for the taking- I would hardly call him brilliant-especially given the competition.