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| 7/8 |
| 2006/2/14-15 [Computer/Companies/Google, Industry/Startup] UID:41832 Activity:high |
2/13 http://news.yahoo.com/s/ap/20060214/ap_on_bi_ge/google_fears Google to drop to $345. My prediction is coming true. I win the Motd Stock Prediction award. -stock guru \_ Are you the same guy who shorted Google at the IPO price? \_ You couldn't short it at the IPO price. \_ So you wanted to short it at $100, but couldn't, so you win the Motd Stock Prediction Award because it's $345 now? \_ I wanted to short it when all of the options expired and initial shareholders were able to sell. That was not when it IPOed. \_ so you mean, in February 2005, when it was below 200. Nice prediction! -tom \_ I'm not "stock guru" but I admit my prediction was wrong. I still think GOOG will fall below 200. It's just a matter of when. I'm sure your stock picks are always 100% correct, though, which is why you make the big bucks. \_ No, my picks are not 100% correct, but at least I give real thought to them. -tom \_ If you give "real thought" to them and they miss then who cares, right? I did a lot of research on GOOG and I still believe it's overvalued at even 200. You took one data point and concluded somehow that you give more "real thought" to stock picks than I do. That exhibits a lack of much "real thought". \_ Now I see why your login is "dim". -tom \_ How original. I guess you took 'tom' because 'twink' was taken. \_ tom makes lots of noise but he never bought goog, as he himself admitted. he does own berkshire which was 92000 two years ago, and 88000 now. His best stock seems to be logitech which ain't bad but recently dropped 20%. \_ I am up 26% on BRKB. For full disclosure: AAPL (+658%) ENN (+55% plus ~5% yearly dividends) APCC (+19%) PEP (+38%) PLCM (-6%) CSCO (-37%) PIXR (+79%) \_ Sorry, forgot I just sold my PIXR. -tom NAPS (16 shares due to spin-off, -70%) RNWK (-78%) AMZN (+175%) LOGI (+179%) FDRY (+15%) SAP (+30%) MAPTX (+23%) PHG (+32%) That's more or less the order I bought them. My time horizon is not two months or two years. -tom \_ Interesting but percentages w/ out knowing the raw dollar or at least relative value of each isn't meaningful. Down 6% on PLCM could wipe you out if you had 99% of your money in it. \_ Now you're reaching, man. \_ how long have you owned AAPL? \_ I first bought AAPL in 1995. I've purchased it several times since then. The above percentage is based on the combined cost basis. -tom \_ not bad, but nothing spectacular, especially given that without apple, your performance would be very ordinary, and while apple ain't bad, it took you 10 years. \_ I'm not looking for spectacular returns. -tom \_ why not? if you give it some real thought, as opposed to getting into silly arguments about a stock that you didn't even buy, you can have better returns, like me. \_ tom is *always* right. bow down to perfection. \_ Tom, should I buy DKDY? \_ I don't know; it depends on your goals, risk tolerance, and belief in the underlying company. I personally wouldn't buy it. -tom \_ Tom, what should my goals be? \_ How about "die with more twink points than any other sodan"? \_ start with "get a clue." -tom \_ Tom -> trolled |
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| news.yahoo.com/s/ap/20060214/ap_on_bi_ge/google_fears Click Here Barron's cast the latest pall on Google with an article outlining several risks that threaten to squeeze the company's profit margins and cut its market value in half. The gloomy scenario further dampened investors' enthusiasm for Google, whose market value has plunged by 27 percent during the past month to wipe out nearly $40 billion in shareholder wealth. Since its stock reached that high, Google has released a fourth-quarter earnings report that didn't live up to analysts' lofty expectations and alienated some of its users by launching a censored version of its search engine in China to adhere to that country's government restrictions on free speech. Those developments have contributed to an abrupt change in perception about Mountain View-based Google, which began 2006 as a widely revered Internet icon that seemingly could do no wrong as its shares soared from their August 2004 initial public offering price of $85. Now, Google is increasingly being viewed as a company vulnerable to stiffer competition as well as its heavy reliance on advertising revenue growth that could taper off as companies become more sophisticated about online marketing. Barron's critical piece, which warned Google's shares might drop to as low as $188, provided a textbook example of how the pendulum has swung against the company. Many of the potential problems detailed in the Barron's article also loomed as possible pitfalls during 2004 and 2005, William Blair & Co. analyst Troy Mastin reminded investors in a Monday research note. "While we agree that the company is facing more headwinds today than last year, most of the fundamental issues raised by Barron's are not materially different than 12 or 18 months ago," Mastin wrote. Most other analysts echoed Mastin' sentiments, continuing to describe the recent downturn in Google's stock as a golden opportunity for bargain hunters. "The simple takeaway is that Google owns the best fundamentals in the Internet sector," Citigroup analyst Mark Mahaney wrote Monday, reiterating his belief that the company's shares will bounce back to as high as $490 during the next year. Another prominent Internet analyst, Safa Rashtchy of Piper Jaffray, believes Google's shares will reach $600 by the year's end. Google has continued to enthrall most analysts even as the company's management is ambivalent about Wall Street's opinions. "The company isn't run for the long-term value of our shareholders but for the long-term value of our end users," CEO Eric Schmidt said during an interview published in this week's Time magazine. Like Google co-founders Larry Page and Sergey Brin, Schmidt has pocketed huge windfalls since the company's IPO. The early run-up in Google's stock price has been driven by Google's Internet-leading search engine, which has become the hub of the Web's largest advertising network. have been aggressively investing in improvements in their own search engines to catch up with Google, but those efforts haven't paid off so far. In an inkling of how competitive the market might become, both Microsoft and Yahoo have recently indicated they are considering offering financial incentives to Web surfers who agree to use their search engines instead of Google's. Google pessimists are also worried that advertisers will gradually lower the prices that they pay to have their messages displayed alongside specified search requests, such as "vacation" or "computers." Recurring problems with mischief makers who maliciously click online ads with no intention of buying anything -- a practice known as "click fraud" -- also loom as a stumbling block for Google. Supply Chain Management Systems Analysis Gain control over third party suppliers and network partners with advanced solutions from Schneider Logistics. We will quickly target inefficiencies in your supply chain and cut your costs. Ketera: Better Supply Chain Management Automate the sourcing process with Ketera's Web-based solution system and avoid the hassle and overhead of software based applications. Supply Chain Management Systems SoftLogistics provides customized software applications using RFID technology. We help customers move information efficiently for better logistics management. Vodafone's flagship store on Oxford Street in London is seen in an undated file photo. Vodafone Group said on Tuesday it and Internet company Google Inc. were to develop mobile search services for the mobile phone company's customers. The information contained in the AP News report may not be published, broadcast, rewritten or redistributed without the prior written authority of The Associated Press. |