Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Axel Gunderson who wrote (733)	9/2/1998 6:50:00 PM
From: Freedom Fighter	Read Replies (1) of 1722

Axel, >>Several percent, eh? The reason I posed this question is the expectations that CSCO, DELL, MSFT will continue to grow at 25-50% pa, was wondering how the expectations compared.<< By several percent I meant 3%-5% in aggregate. Dell, CSCO, and MSFT sport very high valuations, but when you can grow like that, they are justified. The difference with technology is that it changes so fast that the companies should trade with a higher risk premium. Investment history is littered with fast growing techs that have since disappeared. For techs, the high growth is somewhat offset by the greater risk.

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