"Resilient Returns: Why Investing in '90s Tech Giants IBM, Oracle, and Dell is a Wise Move"

  • Analysis of the resurgence and impressive performance of 90's tech giants IBM, Oracle, and Dell against the 'Magnificent Seven' stocks. Examination of the strategies adopted by these companies to remain relevant and competitive in today's digital era. Explanation of the potential value of including these tech giants in a diversified investment portfolio.

The constantly shifting terrain of the technology industry has undoubtedly created a sphere seemingly monopolized by the likes of Apple, Amazon, and Google. However, beneath the enormous shadow cast by these contemporary tech giants, recent trends are gradually illuminating a different reality. The proverbial 'old guards' of the '90s tech era, specifically IBM, Oracle, and Dell, once believed to have reached their pinnacle of growth, are now starting to recapture the spotlight, displaying an unexpected and noteworthy resurgence.

In an attempt to understand this resurgence, insights drawn from the Capital Asset Pricing Model (CAPM) might shed some light. As per this foundational financial theory, expected stock returns are relative to market sensitivity or Beta and only consider systematic risks. During periods of market instability, investors tend to favor the safety of lower Beta stocks like IBM, Oracle, and Dell. All three stocks have a Beta value less than 1, making them seemingly more stable and less risky than high beta 'Magnificent Seven' stocks, such as Facebook and Netflix, which have Beta values greater than 1, indicating a higher level of volatility.

As a history lesson, revisiting the dot-com crash at the turn of the millennium confirms our hypothesis. It was during this period, known for the abrupt decline in tech stock, that well-established tech companies of the time, like IBM and Oracle, demonstrated resilience by rebounding stronger post-crisis, signaling their aptitude in risk management and generating robust returns for shareholders.
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