Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Ken Brown who wrote (745)	9/5/1998 5:55:00 PM
From: David Bogdanoff	Read Replies (1) \| Respond to of 15132

To anybody; Can anybody confirm that it is BB himself on the radio today? A footbal game has delayed his broadcast today. A brief summary of BB's comments would also be appreciated. Thanks in advance. David

To: Ken Brown who wrote (745)	9/5/1998 9:43:00 PM
From: Kirk ©	Respond to of 15132

Bob & book value - Did I hear him say that even the internuts didn't trade at book values multiples like DELL? I sure thought I heard him say that. AMZN bv = $0.79; high $140. YHOO bv = $1.57; high $100. DELL bv = $2.30; high $130. Seems DELL is cheap by comparison. ;-) Agreed on the comparison, but I still won't buy except in my mutual fund where the manager can take the blame if it corrects! I heard him say exactly what you wrote (KGO tape delayed after windsurfing) and I couldn't believe it. Thanks for doing the legwork to post the BV's, Ken. Maybe he'll issue a correction Sunday? LRCX bv=$15.xx price = $11.75 ----that is stuff I look to buy and did! (Interesting discussion on how the expected losses for the next few quarters before the expected upturn is reflected in the present stock price which is the BV less the losses ==>http://www.suite101.com/discussions/discussion.cfm/4603?msgs=3#msg_60090 ) regards Kirk