Berkeley CSUA MOTD:Entry 34218
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2004/10/19 [Computer/Companies/Google] UID:34218 Activity:moderate
10/19   Hey gay, why are you lying to defend your ass and saying GOOG isn't
        shortable? It is. Maybe you need a better broker. --gay
        \_ it's at $151, bought in at $100 babay!!!
           \_ nice!  what is your exit strategy?
             \_ just got out at $149.8 ..
              \_ "With a whale like Ishikawa, he didn't see it as winning
                  $10,000, he saw it as losing $100,000, so he upped his bets."
        \_ Yes, but would BUD DAY short GOOG?
        \_ Be patient.  Let it rise as much as possible.  Kick it on the
           way down, not now.
        \_ Google's PE is over 200.  That's simply insane.  If they double
           earnings it will bring them in line with Yahoo! at 90 which is
           still insanely high.  Or they could drop in half in price.
           \_ PE is not a very useful metric with a company as young as
              Google.  -tom
              \_ so what's a good metric?  revenue growth?  Is its
                 revenue growth that spectacular?  I can find companies
                 with similar revenue growth but a much lower PE.
                 revenue growth that spectacular?  yahoo's revenue
                 growth is equal if not better and it has a lower
                 PE.
                 \_ look, I don't have time to explain basic investing
                    principles, but I would suggest you project revenues and
                    earnings for Google 5 years out and see what kind of
                    valuation that leaves you with.  You can't just look at
                    a column on http://finance.yahoo.com and expect that it's
                    comparable between two different companies, one of which
                    has been public for 8 years and has a significantly
                    different business model.  -tom
                    \_ If it is so young how can we project 5 years out?  You
                       say there isn't enough data to look at PE but then you
                       want to project that same data 5 years out and make
                       investment statements on that?  Nutty.
                    \_ What's so superior about Google's business model?
                       5 years out?  Google is not Walmart.  5 years mean lots
                       of time for various competitors to possibly supplant
                       google's advantages.  I would rather buy stocks of a
                       companies I have higher confidence would have
                       higher prices 1 year out.  Why would you want to risk
                       getting into a hole, hoping to climb out of it 5
                       years out, if ever?  Still waiting for the
                       reason why the the high PE, PEG, PS is justified.
                       \_ I'm not saying Google's business model is superior,
                          I'm saying you can't compare them directly with
                          Yahoo.  Or Amazon, for that matter, or either of
                          those with each other.
                          I didn't say anything about getting into a hole;
                          looking 5 years out is just one way to evaluate an
                          immature company.  Certainly, if you don't know
                          how to evaluate immature companies, you shouldn't
                          be investing in Google.  There's nothing wrong with
                          sticking to conservative investing; just don't talk
                          about PE ratios when you don't really know what
                          you're saying.  -tom
                          \_ You want to project a single set of numbers 5
                             years into the future?  Using what data points
                             to project the angle?  You only have 1 data point.
                          \_ actually google is reasonably mature already,
                             and PE ratio is definitely one of the more
                             important factors to look at.  I am not the
                             op who said the PE is insane.  I am just
                             interested if you know some better metrics
                             that could be used for evaluating google.
                             so far, you haven't said anything.
           \_ it doesn't matter.  there are a lot of stupid people who
              like google, and some people taking a free ride up.
              don't fight the momentum.
              \_ We said that in the late 90s too.
                 \_ trading on momentum is one way to make money.  nothing
                    wrong with that.  it's just not my cup of tea, and
                    just don't say it's based on fundamentals.
        \_ Is it just me or is ~6 million/day really heavy volume this far in?
        \_ Nothing is going to happen to GOOG before 2/14 when the lockups
           expire.
                \_ I thought the lock out already ended?
                   \_ There are several and the BIG one (>50% of shares) is
                      2/14.
ERROR, url_link recursive (eces.Colorado.EDU/secure/mindterm2) 2025/07/08 [General] UID:1000 Activity:popular
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