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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: sylvester80 who wrote (33781)2/26/2002 7:17:46 PM
From: 4rthofjuly007  Read Replies (1) of 99280
 
In tech, I agree that the old leaders won't lead the next bull. However, I think that the old leaders like MSFT have a severe beating that needs to be taken before the new leaders emerge. I'm talking about share price appreciation, not marketplace leadership. MSFT will always be a behemoth. They just probably won't be the same money printing machine that we are used to.

MSFT is actually the perfect example. They seem to be diversifying like mad. Buying interests in cable companies, Korean telecom companies, expanding into CRM. These are new businesses to softie that may not carry the same growth rates and gross margins. I think that this will result in the old multiple shrinkage.<g>
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