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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Adam Nash who wrote (22927)	1/31/1999 3:24:00 AM
From: CVJ	Respond to of 213173

Anyone think there is any potential in shorting MSFT? Seem like a real ballsy bet at the moment.

To: Adam Nash who wrote (22927)	1/31/1999 8:55:00 AM
From: Jonathan Bird	Read Replies (1) \| Respond to of 213173

Wow, that's a pretty simplistic way of evaluating the situation. I don't think it's simplistic. Just an obvious application of core stock market theory. Maybe the market thinks that a breakup of Microsoft would yield more value, like the AT&T breakup did. It wasn't a comment on whether or not a breakup would be good or bad. Just an observation that the market clearly doesn't believe something very bad will happen to MSFT. However, I think it's safe to say that the market would view a break up as bad. If it were viewed as good then shareholders would be crying out for it, and it probably would have already occurred. Jon