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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (20086)	6/10/1998 7:52:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

aki, You are correct in that we have seen things differently over the past few months. Re: as for the fascination with comparing the sem-equips to the internet stocks... why don't we just stop... it serves no purpose... those co's have explosive revenue growth, Using FY98 as a base and sometime early next century as a peak, AMAT should see explosive top and bottom line growth. I am looking for $5+ around the 2002 timeframe, using historical growth #s and temepring them to account for a slower rate of increase in spending. Re:I am a buyer of amazon on any weakness... it is the dell of the book-world... Again, I could not disagree more. Have you bought books off of either of their sites? I have been shopping AMZN until BKS put up their site. They have a # of features AMZN does not have:(1) they ship most books within 24 hours. Because AMZN is not a true retailer, they must order each book since they do not have it one hand. Translation: a waiting period with AMZN. (2)Price discounts are matched by BKS. (3)BKS has some very nice features including allowing one to read the first chapter on a potential order. Again, AMZN does not offer this. It is highly debatable whether AMZN will ever make any $$. They are the AMD and BKS is the INTC, with capital to put up a good fight and possibly quash any competition. Compare the charts on INTC and AMD. IMO, 10 years from now a similar divergence will occur between these 2. The battle does not necessarily go to the strong nor the race to the swift, but that is the way to bet. BK