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Non-Tech : Barnes & Noble (BKS)
BKS 6.4900.0%Aug 19 5:00 PM EST
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To: American Spirit who wrote (1036)5/10/1999 2:37:00 AM
From: Daskin  Read Replies (2) of 1691
 
I believe BKS is worth MUCH more than Amazon. However, what we worried here shouldn't be valuation because none of any Net IPOs makes sense by valuation. In most current issue of BusinessWeek, it says David Dreman recently applied the traditional dividend discount to 10 bellwether Internet stocks. By his measure, eBay should be worth somewhere between $3 to $6, and Yahoo is around $13. I am not saying Internet stocks should be valued by this way, because it neglects the high growth potential of e-commerce. The issue here is whether investors are going back to traditional valuation. It is the weakness of Internet sector we should worry about. BNBN is kind of late for the show. But hope it is not too late! I am confident that it will go pass 40, but I am not sure we can see 50.
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