>Amazon etc. do not have flattening
>growth curves at this point.
sure, maybe measured in terms of eye-balls or mouse-clicks.
What is AMZN P/E, P/E/growth ?
If Intc were, for sake of argument, worth 60 bucks
what would be a "fair" price for AMZN.
More fundamentally, what keeps striking me is, even a respected source like "the Barrons" is obviously on the BS band-wagon ... Look, I am not here to tell you guys I know it all in the semis biz, because I don't.
I do benchmarks on Alpha for a living, but I have the "IA-64 developers' guide" on my desk ...
Most of all I have the common sense of listening to those I believe ARE the pundits, like Paul and Craig B.
And if you wanna talk fluff, again there's LOTTA FLUFF :
from the Marias to the Fleckensteins ...
from the Drews to the Danny_boys ...
"The evil that Kurlak does lives after him, the good is oft interred with their bones" [my adaption of Julius Caesar,
with Shakespeare's compliments] |
