A Theme from the Tragedy of HP, from Ken Drees
Can a theme be casually constructed from the tragedy of HP (going out on a limb with a questionable plan) and the slow bleed of RIMM (no real plan) that elder tech stocks with low PEs, and hoards of cash be actually quite dangerous to invest in due to their honey dripping "value-ness" that traps a spec with its stickyness?
I would like to learn something here about these situations as a takeaway–to get something of an education about this sector that rewards high PE and high growth but treats its elderly companies with hostility via market and opinion beatdowns.