Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jason W who wrote (32616)	9/30/2000 6:40:15 PM
From: Seldom_Blue	Read Replies (2) \| Respond to of 54805

I read a Fortune article last week. The author basically said that the large cap tech stocks, with its high PEs, are sucker bets. They will have to generate extraordinarily high growth for years to come to justify its current valuation. Valuation was not the main theme of his article. It was about risk. Before anyone dismisses his assertion, please read the article first. This is the guy who founded Vanguard and was the father of the Index fund. So he is the ultimate LTB&H kind of guy. He just does not see these companies (large caps) with PE north of 100 can sustain the growth needed for the next 25 years. Seldom Blue