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

To: Gottfried who wrote (22137)	7/24/1998 12:43:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Gottfried, OT/OT I'm happy to hear you have a better understanding of Dr. Yardeni now. I've been meaning to visit his website, but haven't yet. Thank you for the interesting article on the "brave new world" of internet commerce. I think internet commerce is a great thing. My only hang-up is the valuation levels (not that anyone else cares about these). I read a couple of days ago that Disney paid $11/sh for their piece of SEEK, significantly below the price it trades at on the open market. This is an excerpt from the article you linked, In June, Disney paid the equivalent of $465 million for 43% of the Internet gateway firm Infoseek, and AT&T bought Tele-Communications, Inc., in large part to beef up its Internet infrastructure. You notice it doesn't mention the $11/sh tidbit. Teri

To: Gottfried who wrote (22137)	7/25/1998 8:23:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, >To try to understand some of the insanity, you might wish to add Forbes' current cover story to your weekend reading list. It discusses the new internet entrepeneurs and explains why the "old guard" won't take over.< There are two articles which I have read recently. "What the Year 2000 Problem May Do to the Stock Market and the Economy", THE FUTURIST, August-Sept. 1998, page 16-21 and "The Y2K Solution: Run for Your Life!!, WIRED, August, 1998, page 122-125, and 164-167. These two articles does pose questions which may cause us to want to look into the Y2K Problem and alternatives which we may want to consider in our investments, AMAT and otherwise. Opinions from those Just my opinion. Paul V.