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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Scott D. who wrote (1709)10/19/1997 2:05:00 AM
From: Tim Bagwell   of 42834
 
Bob is a guy who follows technology and I have heard him say in the past that he favors companies that have a proprietary technology which gives them an advantage. You can see this in all of his latest favorite picks.

While his view on the current valuations of the box makers may be valid they are growing at a healthy pace that is deserving of a fair multiple. Their expertise is not in technology but in manufacturing which may not be an area that Bob values as highly.
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