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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (187)7/22/1996 11:03:00 PM
From: Golfer9   of 10309
 
Yours is a interesting article. However, having worked for the only company (in the investment department) that Mr. Graham ever made any really money in, I would like to raise one point and that is high PE's can be justified if the company has in reality a moat around it. I have owned WIND and sold it way too soon. I like its management and its product, but do you think that it has the moat around it to protect it from the outsiders?
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