Actually, tech/growth at value prices is the
best investment to be found. Sometimes it's difficult
to hold a conviction though. I missed ADBE, ORCL, QCOM,
LU, NOK, EMC for this reason and lack of cash.
I can swear that I investigated all of these companies
at PSR < 1.5. Well, hindsight is 20/20.
Currently looking at APCC, DBD universe (including
NCR, PAYX, FDC), T, RTRSY. APCC, DBD, T are the
front targets, but I have too little cash. :-(
It's important to avoid the Novells of the tech land
though. They are neither value nor growth.
Jurgis
P.S. Did you hold the HLIT to the spectacular run? |
