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Technology Stocks : Gorilla Game
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To: JRH who wrote (283)8/24/1998 2:36:00 PM
From: Shane M   of 387
 
INTC, CSCO, MSFT, SAP

They're in the stage of mass adoption (did the book call it "main street"?), although SAP can probably grow revenues faster than the others. I don't know that a threatening alternative technology has appeared for any of these. I can't recall the final stage where the business becomes a cash-cow blue chip, but I think there's alot of growth to be had before that point.

Now this means the _companies_ can grow alot. I feel that the _stocks_ of CSCO, MSFT and SAP are fully valued right now.

Shane
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