REPRICING GROWTH STOCKS FOR THE NEW MACRO ENVIRONMENT

Why the 'tourist isn't buying the dip in tech and is staying short

Today, many people take Microsoft’s dominance for granted, but back in the late 1980s, its success was by no means guaranteed. Whether it was SunOS, Amiga, MacOS, Commodore, Unix, Linux, or OS/2 (by IBM), there was a host of competitors breathing down Bill Gates & Co’s neck, trying to establish themselves as the operating system of choice for the coming…