Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (7191)	5/18/1999 3:48:00 AM
From: James Clarke	Respond to of 77736

<<"The race isn't always to the swiftest, but that's the way to bet" Damon Runyon.>> Depends what the odds are, now, doesn't it? That's what's so elegantly beautiful about investment analysis. Everybody knows Microsoft is the swiftest (and everybody may even be right about that) but this is your 4:3 odds horse. (I might argue a lot of these are 1:2 horses now...even if they win, you probably still lose money.) What odds is Mike getting on Apple? I would suggest finding Charlie Munger's comments comparing stock investing to pari-mutual betting on horses. It got me thinking.

To: Bob Rudd who wrote (7191)	5/18/1999 7:22:00 AM
From: Ed Pirtle	Respond to of 77736

I understand the Gorilla theory, but I think you sell short the installed base's dedication. I just retired a Macintosh IIci that I bought in '90. I am sure that my vote hasn't been counted in recent years. Each platform has its advantages; I own Dell, Compaq and Apple machines. Keep in mind that Apple's present visible strength increase is in first-time computer purchasers; I expect there to be some residuals from this. :) Ed