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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (877)	12/30/1998 9:33:00 PM
From: Chuzzlewit	Read Replies (1) of 4691

Try taking a look at BKS. This company is the franchise in bookstores. They are earning money(!) and growing rapidly. The only negative is valuation, but the addition of Ingram (a wholesaler/distributor) makes this a pretty compelling story. The existence of physical locations together with an internet presence makes sense to me for a bookseller. And they will be adding CDs and videos to their offerings. You can check out their website at barnesnadnoble.com. I think that AOL will be the best of the breed in the portals, and the combination with Netscape makes a lot of sense. It makes them a serious competitor for MSFT. There is no way I'd short one of these internuts. The valuations attached to AMZN is absolutely insane. There doesn't seem to be a positive gross margin, so I don't understand why the price is bid up so high. The best plays might be the equipment manufacturers, but again, the valuations are probably too high (with the possible exception of NETA). TTFN, CTC

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