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To: Moominoid who wrote (23221)2/18/1999 7:44:00 PM
From: HerbVic  Read Replies (1) | Respond to of 213173
 
>>So why was AAPL down today on an up day
for DELL and the market? I guess MSFT was down
too. Linux anything to do with it?
<<

Dell was probably interpreted as having already fallen out of bed. AAPL and CPQ had to give back more on top of what they did yesterday in order to convince investors that 'lowered expectations for the sector' was now built into the price. In fact, I'm not entirely convinced that AAPL has bottomed yet. If we linger much longer at the 36 area, we will be sucked into the 35 or 34 area by the next market downdraft.

I bought some cash with my stock at the first sign of trouble yesterday morning. Glad I did.

I have an uneasy feeling about the way this sell down looks. The volume is rather strong, and the fall has been what I would describe as "metered." Hope I'm wrong with my misgivings. I bought back in near the close today.

HerbVic



To: Moominoid who wrote (23221)2/18/1999 11:48:00 PM
From: WebDrone  Read Replies (2) | Respond to of 213173
 
Linux hurting MSFT? Don't fall for it.

From todays wall street journal

<...One of Microsoft's arguments has been that it doesn't dominate the PC
operating-system market because of competitive threats from Silicon Valley
start-up Be Inc. and tiny Red Hat Software Inc., in Research Triangle Park,
N.C. But it isn't too convincing. "Once you get to the point where people are
laughing, you have to do something," says Stanley Liebowitz, a University of
Texas economist who has been a strong Microsoft supporter. But the
company's defense team, he says, "doesn't seem to have any fallback position.">

Anyone who can count to two in binary knows what the score is. The primary threat of Linux is the demonstration that talented people are still willing to fight the microsoft tide.

WebDrone
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