I think I agree with you.
It seems to me that investors look for two main things: Profit and Growth.
Most of what I have read says that growth is what is driving a lot of
the investment in the Internet stocks.
Which of the following has the best growth record?:
Sales $M Growth Sales $M Growth Sales $M
DELL 1998 1998-1997 1997 1997-1996 1996
1st Qtr $3,920.00 51% 2,588.00 58% $1,638.00
2nd Qtr $4,331.00 54% 2,814.00 67% $1,690.00
3rd Qtr $4,818.00 51% 3,188.00 58% $2,019.00
CPQ
1st Qtr $5,687.00 18% 4,805.00 14% $4,205.00
2nd Qtr $5,832.00 16% 5,012.00 25% $4,001.00
3rd Qtr $8,791.00 36% 6,474.00 44% $4,481.00
IBM
1st Qtr $17,618.00 2% 17,308.00 5% $16,559.00
2nd Qtr $18,823.00 0% 18,872.00 4% $18,183.00
3rd Qtr $20,095.00 8% 18,605.00 3% $18,062.00
ATHM
1st Qtr $5.80 625% $0.80 700% $0.10
2nd Qtr $9.20 820% $1.00 900% $0.10
3rd Qtr $13.80 626% $1.90 1800% $0.10
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