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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Andy M. who wrote (7097)	1/20/1998 9:20:00 AM
From: cfimx	Respond to of 64865

andy, I think most analysts conclude that the long term growth rate in units of semiconductor based product is around 15%. Now we have recently been in a more dynamic mode than this but I am talking long term from here. And then you have to decide will your company take or lose share, or get into other markets that may be growing faster or have higher margins. I think the P/E ratio is more than just tied to growth rate. I think alot of factors influence P/E ratio. If msft could grow at 15% for a long long time, I would be quite happy.