Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.655

+2.8%

Dec 3 3:58 PM EST

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To: Bill Wexler who wrote (6840)	2/23/2000 6:21:00 PM
From: BDR	Read Replies (1) of 10293

<<So my conclusion is that the real "value" lies here...in a company like Inktomi, where it is useless to put a multiple on a dollar of current earnings because the growth is so intense it would be an exercise in futility. Furthermore, the dollar of reinvested earnings in an enterprise such as this has hundreds if not thousands of times more throw weight than the dollar generated by Sears or General Motors.>> Congratulations! Since your take on the market now mirrors mine, it must be correct.(G) Have you been reading Geoffrey Moore?

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