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#1
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Re: Google.
The $300 price has no meaning.
GOOG is exactly like any stock... That runs up from $20 to $30. At $300 GOOG trades for about 40-45 times next years earnings... Cheaper than EBAY or YHOO... With MUCH more upside. Why the upside? It's something few people understand. Google is not a "search company". Google is a "custom-built supercomputer" with proprietary operating system... With ** by far ** the world's cheapest storage and computer power... That is being leveraged for profit by the smartest hackers in the world. Go back and re-read the previous statement. The key words are "cheapest" and "smartest hackers". Click to Read "The Secret Source of Google's Power" Click to Read "GooOS - The Google Operating System" Google's long-term plan... Is to take the desktop away from Windows and MSFT. Someday soon... Your average person will no longer need a computer, hard drive, Windows, MS Office, etc Just a simple "browser appliance"... That will log into Google's supercomputer... Your mail, word processing, 90% of what you need... Will be sitting there perfectly safe and sound. Hardcore techies, business will still buy computers... But not 6 billion average people. GOOG will give them everything for FREE. That's why GOOG may actually be worth $3000/share... Because it's not about "search"... They are engineering a historic "paradigm shift"... In the way people interact with computers. rm+ [img]/images/graemlins/cool.gif[/img] [img]/images/graemlins/cool.gif[/img] [img]/images/graemlins/cool.gif[/img] |
#2
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Re: Google.
[ QUOTE ]
Cheaper than EBAY or YHOO... With MUCH more upside. [/ QUOTE ] Isn't YHOO Google's competition? I thought they were fighting for the same market, the portal/search engine market. I like Google, I think they are better than Yahoo...but I think they are fighting for the same upside, aren't they? |
#3
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Re: Google.
They claim they are different.
I too prefer Google (I like the "I'm feeling lucky" option). |
#4
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Re: Google.
Did you read my post?
GOOG and YHOO are quite different... In terms of technology and culture. Because GOOG has a one-of-a-kind supercomputer and OS... (Which would take years for a competitor to duplicate)... They can provide millions of people with storage and computer power... Say 20-30% cheaper than MSFT or YHOO... Who run standard off the shelf hardware. That means GOOG can breakeven on something like GMAIL... While MSFT and YHOO have to run a similar offering at a loss. GOOG has a huge competitive advantage... And is constantly forcing MSFT and YHOO to provide services at a loss. The game that began with the IPO has just begun... And is still in the 1st inning. rm+ [img]/images/graemlins/cool.gif[/img] [img]/images/graemlins/cool.gif[/img] [img]/images/graemlins/cool.gif[/img] |
#5
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Re: Google.
[ QUOTE ]
Someday soon... Your average person will no longer need a computer, hard drive, Windows, MS Office, etc Just a simple "browser appliance"... [/ QUOTE ] Computers in every home will not be going away. What they will look like in the future is still an open debate, but going back to the era of dumb terminals... I think not. |
#6
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Re: Google.
[ QUOTE ]
GOOG. I say we all jump the bandwagon. [/ QUOTE ] My statement still stands. Buy it while it is as cheap as it is. It looks like the beginnning stages of the next MSFT. |
#7
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Re: Google.
[/ QUOTE ] My statement still stands. Buy it while it is as cheap as it is. It looks like the beginnning stages of the next MSFT. [/ QUOTE ] msft is one of the most overrated stocks on the market. why would you want a company to be like that? Nothing against GOOG because it seems to be doing quite well and is too much competition for yhoo but i probably wouldnt want it to be msft. Plus msft has many other things that it has to create business not just web browsing and so one. Although goog has put together gmail and others. |
#8
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Re: Google.
You sorta missed RYL's point.
He's saying that GOOG in 2005... Is a lot like MSFT in 1987. MSFT went public in March 1986... At $21.00/share... And was bid up to $27.50 on first day of trading... Roughly 20-25 times earnings. In 19 years... MSFT stock has increased in value 300 times... Which is a 35% annualized return. GOOG has already tripled. And it's not being bid up by Joe Blow on Main Street. GOOG is being bid up by very sophisticated hedge fund managers... That NEED to have a piece of the relatively small float. rm+ [img]/images/graemlins/cool.gif[/img] [img]/images/graemlins/cool.gif[/img] [img]/images/graemlins/cool.gif[/img] |
#9
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Re: Google.
sorry about misreading that. I wasn't born when msft came out with their IPO.
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#10
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Re: Google.
[ QUOTE ]
He's saying that GOOG in 2005... Is a lot like MSFT in 1987. MSFT went public in March 1986... At $21.00/share... And was bid up to $27.50 on first day of trading... Roughly 20-25 times earnings. In 19 years... MSFT stock has increased in value 300 times... Which is a 35% annualized return.. [/ QUOTE ] Google is likely not at all like MSFT in 1987. GOOG is already worth $82 billion. I believe the biggest stock today is GE at ~$400 billion. If GOOG were to increase in value 300x, then it would be worth $24,000 billion ($24 trillion?). Not gonna happen in our lifetimes. GOOG may well become the biggest company on Earth, but expecting anything like a 300x gain from here is crazy. A 10x gain from here would make it twice as big as GE. That would be the uppper, uppper end of my expectations if I owned it. And I wouldn't expect that for at least 10 years. GOOG will soon run into the law of large numbers and it's growth will slow way down. That doesn't mean it's not currently a good investment, but it does mean that you won't see anything like the return investors who held MSFT in 1987 saw. To get a MSFT-1987 like return you should be looking at companies worth less than $1 billion. |
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