A different take on tech

Lashinsky, Adam
January 2005
Fortune;1/24/2005, Vol. 151 Issue 2, p165
Interviews the global technology strategist at UBS, Pip Coburn, about the outlook for 2005. The reason he thinks the tech market is not overvalued and that growth estimates are difficult to forecast; Growth rates on the S & P 500; The influence of "historical anchor relationships" on investors' willingness to pay a premium; The positive side of market volatility; How Apple and Google have overcome the "total perceived pain of adoption"; The status of Intel; Two software companies that do business intelligence, Cognos and Hyperion Solutions.


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