Addi, what I meant by the dog and tail is the market doesn't agree with you at all. They believe just the opposite in fact, hence the valuation disrepency. It's NEXT to impossible that the market has the valuations of msft and sunw exacty reversed, as you would have it. Or maybe you can tell me when this transition will become evident to the mass of investors.
Addi, the higer p/e of msft of course implies that the market believes msft will have a much higher growth rate than sunw, and not the opposite, as you believe. Also, the facts don't back you up .As you know, msft's revenue growth has been accelerating, and Sunws was decerating. So Addi, you can SAY the sky is red all day long, but at the end of the day, the market will continue to believe it is blue. |
