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Strategies & Market Trends : Value Investing

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To: TAPDOG who wrote (6995)4/29/1999 3:28:00 PM
From: Bob Rudd  Read Replies (1) of 78464
 
TAP: <<fact that Dreman would even consider buying internets>> Dreman punched in some optimistic numbers and indicated value based on same. He came up with $103 for AMZN. No way do I beleive he was considering BUYING it. The theme of his research was that even with optimistic assumptions about growth, valuations of net issues were way out of line. Most of those featured in the article were way further out of line than Amazon.
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