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Technology Stocks : Compaq
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To: jim kelley who wrote (70670)10/31/1999 11:26:00 PM
From: rudedog  Read Replies (3) of 97611
 
Jim -
No premium should be placed on growth below the market norms IMO.
IBM has been growing at about 25% of the industry rate for the last 4 years, during which time the stock price has increased dramatically. It doubled in the last year on revenue growth of 5%. How does your model account for that?

For better or worse, the stock price has much more to do with perception than reality. Perception drove CPQ from 50 to 19, and it can just as easily drive it back to the mid-30's.
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