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To: David M Gambs who wrote (19688)6/1/1998 4:29:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Hi David. Msft and Lu. Yes, I can see that you are giving me a pretty good tongue lashing with all your knowledge. I may as well give up on my theory - to some extent gg. And you have known all along that I am not a techie per say. I just like the whole concept and future outlook and therefore invest in those stocks. I am definitely an end user but I have studied things pretty well and Paul E. has been giving us pretty good lessons on the inner workings of computing. And you are doing a pretty good job on Msft. gg. Yes, I had conceded yesterday that Msft def. has their problems with bringing out flawless stuff.

I have heard of this "fat ware". It looks like a lot of cos. have to live with names. A competitor of Msft, Novell, is living with the name "vapor ware" if I am not mistaken. gg. Like I said: For what I am using Msft for I am satisfied but what I find surprising, when I hear you talking about it, is that my friends in the cpt industry don't have this same opinion. I really never looked at it quite that way. On my end I see GVT interfering and there are things out there people can use. So I live with the assumption that if you don't like something (I don't mean you personally) buy something else. But then again, you could be right, that it is hard to do this when you don't have the ability to get something else. But then again, why is it that Msft is where it is now, and early entries or Johnny's come lately, did not come out with better things ahead or after Msft? I just feel that crying foul, when someone gets ahead of you, is not in order. There is fierce competition everywhere and the fittest always have the advantage. I am sure if someone comes up with dynamic innovations they will succeed despite Msft. I think there is already plenty of competition out there for Msft.

How do you like this market today? I can't complain. I have 1 stock up - Cendant - last time I checked. gg. I bought CD after the fall. I only have a cpl of hundred shares of Msft, bought higher than where it is now, but I am looking to get more. It looks like all the techs will have good buying opportunities. I had sold some of my Dell at around 95. Never did sell LU in the last year. It looks like it would have been smarter to sell some of that too. It is getting cheaper to buy.

Thanks for all those discussions with me. You are never through learning and I certainly need it in that area. gg.

I just heard that LU is waiting for the Union Membership to ratify their labor agreement. It is a 19% wage increase over 5 years. Maybe now the stock can go up again once all this is in the bag. I am sure it had something to do with the downfall of our stock. Business itself is great as far as I can tell.

Sonny