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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.89+1.2%2:49 PM EST
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To: GVTucker who wrote (67356)3/13/2005 5:34:29 PM
From: Lizzie Tudor  Read Replies (3) of 77400
 
you know, there is nothing scientific about this, but I think the high PE underperform thesis falls apart within a growth sector.

For example, if you took microsoft in the 80s (lets leave off the 90s for now), it was always, always a very expensive stock, that continued to outperform. Same with most "gorillas" as they used to be called. If you invested in value within a growth sector you *significantly* underperformed. But this is only within growth.
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