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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (4207)6/1/1998 8:41:00 AM
From: jeffbas  Read Replies (1) of 78530
 
As an aside, I note that he is in the same camp as Buffett on tech stocks. However, I wonder if they would understand biotech any better?
Or, by extension, drug companies? Is the real issue a company that requires a major amount of R&D and new products all the time to stay
in business?

I do not find it difficult understanding that Intel and Microsoft have powerful monopolies on microprocessors and operating system software, even though I do not know much about the design of a chip or writing software. In fact, you can make a case that just because so much R&D is required, a large company with an entrenched technology monopoly is harder to dislodge than in other industries - since no one can come close to their R&D budget.
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