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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (24143)6/24/2006 1:40:06 AM
From: Spekulatius  Read Replies (1) of 78731
 
Bought a starter in NPSN a Dale Baker pick (SA media company) and EMC. I was surprised how low EMC has fallen. It seems that everyone has given up on large cap tech nowadays. PE around 18 with 15% growth sounds OK for a business like EMC, unless growth rates fall dramatically. AMAT is another tech company that has a great business right now but the stock nevertheless is near a multiyear low (no position in AMAT yet).
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