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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year? -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (325)	3/27/1999 7:14:00 PM
From: david	Read Replies (1) \| Respond to of 1274

how many times should we make this clear: Y2K is not the sole problem for PSFT ? if only Y2K problem, PSFT is like AMAT in last Oct. so we only need to patiently wait for the end of Y2K and PSFT even doesn't need PSBN to win. I think it is appropriate to compare PSFT with both IFMX and AAPL, the former was a loser in developing its new Universal Server, while the later was a winner in developing its new Mac. Therefore, IFMX is still in its single digit while AAPL is back to 30, 40. the question is: will PSFT be another IFMX or another AAPL ? the answer is PSBN ?? I don't know. d.