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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (3479)	3/8/1998 11:42:00 PM
From: jeffbas	Read Replies (1) of 78565

I also claim no special expertise. However, I believe for the reasons previously stated that this industry will show lower growth rates in the future, so long as no snazzy new application comes along requiring more computer power. That combined with the enormous advances these stocks have made in the last several years suggests to me that these are not "Value Investing" stocks. Of course, I am sure someone also said that about MSFT years ago. As far as duplicating DELL goes, didn't Intel attribute some of their problem to Just-In-Time ordering by computer OEMs? Maybe others are now figuring out how to do it. Therefore, I would now regard CPQ as a possible trading buy on a selloff, not a cheap long term investment.

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