I don't think the investors did the math on that move,

'Alias' sold [in syndication] for $175,000 an episode; 'Criminal Intent' sold for 1,100 percent more. Do the math,

Investors are betting on Apple's music story and not the Macintosh story. If they were betting on the Mac story, the stock would be in the teens.

I don't think it's a small move in this direction; I think it's a huge move.

Investors you should buy a mix of both old and new economy stocks. I don't think you should stick all of your eggs in any one style basket these days. I would also spread my risk between small stocks and large stocks.

I think in order to move forward into the future, you need to know where you've been.