Google and Related Bubbles

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Microsoft to allow Google Search in Windows Vista

Tags: Google, Microsoft, Vista, Competition, GOOG, MSFT
16 Sep 5:59pm
Posted by fullmetal
0 Comments
Just read this from Reuter's..."WASHINGTON - Microsoft said Wednesday that computer manufacturers will be able to set Google or other non-Microsoft search engines as the default search service in the next version of its flagship Windows operating system.Brad Smith, Microsoft senior vice president and general counsel, said the software giant is adopting a voluntary set of principles to guide development of its market-dominating operating system in a manner that promotes competition." Microsoft...
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Will smart money take over?

Tags: Baidu, BIDU
13 Jun 6:16am
Posted by sommosin
0 Comments

Baidu.com, Inc.

BIDU (NASDAQ)

Forecast has expired Ended: Thursday September 14, 2006

Target

$82.00 and below

-$2.19 (2.6%)

Time Span:1-3mths

Final

$213.75

$129.56 (153.9%)

Recommendation

Rating:Sell

Risk:Aggressive

Stop Loss Price:Unspecified

Final XP: 0

Target not reached

Analysis

To me, it seems like all that's involved with Baidu is stupid money. That includes investors who have inflated expectations, believe in infinite growth, untouchable market share, and last but not least, are greedy as hell. There will come a time of reckoning perhaps not this quarter, but perhaps next where hopefully some lightbulb will go off in most people's heads that Baidu at its current price doesn't have to move for the next year or so and it will [i]still[/i] be expensive and risky. Let's hope that goes off sooner or later, but I'm banking on sooner.
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And Then There Was Baidu

Tags: Google, Baidu, Search, Bubble, Internet, BIDU, GOOG
26 May 12:55pm
Posted by fullmetal
0 Comments
China's Largest Search Engine And their price seems even more bloated than GOOG. Let's have a look at their P/E ratios as of now: Microsoft - 18.81 Yahoo - 26.48 Google - 67.19 Baidu - 262.68 Now I know that Microsoft isn't exactly as comparable to the other 3, but MSN is the third largest search engine, and the only other major search engine that is listed (at least that I know of). I thought Google's PE was ridiculous (at least when it was trading at $420+) but that is dwarfed b...
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Interesting Parallels

Tags: Intel, Google, Bubble, INTC, GOOG
25 Apr 5:14pm
Posted by fullmetal
0 Comments
I just read through a very interesting paper written by Bradford Cornell, Professor of Finance at UCLA's Anderson Graduate School of Management. It's entitled: Valuing Intel: A Strange Tale of Analysts and Announcements Here is a link to the paper (warning, it's a PDF file) I would like to quote his Abstract which summarizes what the paper is about: This paper examines the market reaction to a press release issued by Intel on Thursday, September 21, 2000. In response to that release,...
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Google Will Impress

Tags: Google, GOOG
20 Apr 1:54am
Posted by fullmetal
6 Comments

Google Inc.

GOOG (NASDAQ)

Forecast has expired Ended: Friday April 28, 2006

Target

$415.00 and above

$4.50 (1.1%)

Time Span:2wks and below

Final

$332.00

-$78.50 (19.1%)

Recommendation

Rating:Buy

Risk:Aggressive

Stop Loss Price:$405.00

Final XP: 162

Target not reached

Analysis

This is a bit risky, as GOOG is very news sensitive - as shown last quarter, just a little let down can send the stock price plunging down double digit percentages.

Before you read on: This is intended as a short term trade (ie: hold < 2 weeks), intended to take advantage of the mob mentality. Remember, this is not a long term portfolio recommendation. Continuing on, I'm saying buy, and keep a really tight watch. This hinges on Google's Q1 earnings report, and the direction the price goes will snowball from there. If it's a bad result, let go of this right away I'm gonna go out on a limb here and say that Google won't let down investors this quarter.

Three reasons:

  1. Yahoo just hit their mark, showing some positive figures about the internet ad market in general which bodes well for Google.
  2. I don't think Google would have issued 5.3 million shares so close to their Q1 report if they didn't have something good going for them.
  3. Google still has room to expand in the search and internet ad markets - with China open, I think there is enough perceived growth potential there for investors to keep their overly lofty optimism about Google's future growth. The good report (if it turns out to be) will add fuel to the crazed bullish expectations and push up the stock price further. Might as well cash in on the mob/analyst hysteria while you can.
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