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To: BillHoo who wrote (16007)7/28/1998 3:04:00 PM
From: soup  Respond to of 213177
 
Size Matters.

Been scratching my head, looking at the two-day underperformance of AAPL relative to DELL/GTW/CPQ -- particularly given the relative valuations/earnings growth potential.

I can only conclude that it's a liquidity thing. Big funds and indexes continue to pour money into big stocks like they're cash equivalents and the rest get the hammering. Russell 2000's down 2% YTD.

Shame Jobs didn't arrive a year earlier or we'd be catching the wave too. [But, if anyone'd told me in December that we'd be *slumping* to 33 in July, I'd have laughed in their face.]

Ah well. Nothing to do, but load up on Jan '01 $30 calls.



To: BillHoo who wrote (16007)7/29/1998 3:40:00 AM
From: Doren  Read Replies (1) | Respond to of 213177
 
Bill,

Just a conjecture, or hypothesis about what they might know that we don't. JINI is a promising idea. Java seems to be catching on. I read somewhere that enterprise is using Java for 60% of their new development. My friend who is a C programmer has been using it. So far the main argument against Java is the speed argument. This will probably dissolve with G4s and Merced chips.

Doren


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