Sunday, January 20, 2008

Paul Kedrosky: Tech: Refining the Safe Haven Thesis

"If you think that the tech sector is a haven from the tribulations in the debt market, I have some troubling news for you.
Essentially, there are three ways that the debt crisis could directly bite the tech sector.
One, there are some tech company’s with significant debt on their balance sheets. In a post today, my friend Paul Kedrosky provided a list of two dozen tech companies with market caps of at least $200 million that have debt-to-equity ratios of 2.0 or more. The list includes some prominent players in the tech economy: see below."

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