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G'day Christina, hope it's getting warmer over there in New York. Hopefully i'll be flying over there soon !!!

Anyway great article on PE's. I actually don't know where you stand Christina, are you a value or a growth investor? i'll love to hear your story.

Anyway for a full disclosure here is my portfolio displayed with a % it holds in my portfolio and a P/E (assuming it actually has earnings). They all American Stocks.

Stock    % of portfolio      P/E Ratio

NTAP:       43.56%            667.71
BRCD:       15.56%           1557.74
EMC:        12.61%            142.39
MSFT:        6.12%             62.89
IBI:         0.0001%           17.58
TERN:        4.77%           Yet to make a profit !
CSCO:        3.11%            190.84
INKT:        3.73%           Yet to make a profit !
EXDS:        1.04%           Yet to make a profit !

Why am i betting on technology?

Unlike other booms such as the Nifty Fifty of the 1974 period, i see most of the companies above revolutionising the way businesses and society can reduce the costs of work.

For instance EMC is a storage filer, thus instead of all those huge paper warehouses, businesses can store it on the these machines. This makes it easier for businesses to recover records instead of going to a warehouse and physically recovering it. 

Lance

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