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Vintage Racer 01-23-2009 10:53 AM

Quote:

Originally Posted by kenikh (Post 4437165)
Dollar per dollar, maybe, but Google is off even more on a dollar basis. If you compare Apple, Google and MSFT, they are off their peaks 1 yr peaks almost identical percentage (between 38% and 45%).

If you ignore dividends, that is true.

I don't own nor am I short any of these stocks. If I were to buy one, it would be MSFT. It pays a dividend that is higher than the yield on the 10-year Treasury, and its P/E ratio seems less risky in this market.

All three have a large moat around their business models. However, MSFT and GOOG do not have the exposure to one visionary CEO that AAPL has.

All three of them hand out too many stock options to senior management that dilutes common shareholders.

kenikh 01-23-2009 11:05 AM

Quote:

Originally Posted by Vintage Racer (Post 4437382)
If you ignore dividends, that is true.

I don't own nor am I short any of these stocks. If I were to buy one, it would be MSFT. It pays a dividend that is higher than the yield on the 10-year Treasury, and its P/E ratio seems less risky in this market.

All three have a large moat around their business models. However, MSFT and GOOG do not have the exposure to one visionary CEO that AAPL has.

All three of them hand out too many stock options to senior management that dilutes common shareholders.

Agreed!

Vintage Racer 01-23-2009 11:27 AM

Quote:

Bring back XP and layoff all the idiots that brought us Vista???
I like Vista. I wouldn't go back to XP.


Quote:

Originally Posted by stomachmonkey (Post 4437264)
If you take the time to compare the specs to offerings from the other guys you'll find that for the same performance hardware there is no premium.

I did go to the Apple Store as well as to the Apple thingy at Best Buy.

I compared apples-to-apples ;) on the spec that I needed for a simple home desktop. The Apple people refused to haggle. The Dell people started throwing extra software and a Seagate external hard drive into the package.

I ended up with a Dell XPS-430 (I could have bought Vistro or whatever for less). It has an Intel 2 Quad processor with all the memory I'll ever need. It has Vista Premium and a Dell 24" flat screen. They threw in Office, security, an extended warranty, an upgraded speaker system, and a few other things that I didn't need.

The Apple Store said that they could not come close to matching this deal.

You lost me on the Lexus comparison. A Lexus is a boring and overpriced Toyota. Although the housewives in my neighborhood must love them, I wouldn't be caught dead in a Lexus dealer. What is this Hyundai thing? :D

svandamme 01-23-2009 12:21 PM

Quote:

Originally Posted by Vintage Racer (Post 4437479)
I like Vista. I wouldn't go back to XP.

That makes you the exception, anybody i see with Vista complains about it...
Then i tell em they should just downgrade/reinstall with XP on the brand new pc, and see things speed up x3 and they go"huh? that's possible?"... then 2 weeks later when i run into them they a happy campers and thank me for the tip...(these tend to be non pc geeks, as those already figured it out that Vista is a resource hungry overinflated pig)

Vista is for Teletubbies, no offence

Vintage Racer 01-25-2009 09:13 AM

Quote:

Originally Posted by svandamme (Post 4437634)
That makes you the exception, anybody i see with Vista complains about it...

I am well aware that many people complain about Vista. Nonetheless, I don't agree with their opinion.

Quote:

Originally Posted by svandamme (Post 4437634)
no offence

:D


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