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Actually, on rumors they will be putting out a computer for $200 that does not run windows....
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“It is no use trying to 'see through' first principles. If you see through everything, then everything is transparent. But a wholly transparent world is an invisible world. To 'see through' all things is the same as not to see.”
― C.S. Lewis, The Abolition of Man -
Which was denied by Wal-Mart and Google. We'll see how that progresses.Originally posted by pchang
Actually, on rumors they will be putting out a computer for $200 that does not run windows....Comment
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Actually, it seems like a good idea to me if it cost something like $75. But more a search, VOIP, and IPTV machine than a computer. It seems worthwhile for Google to enable more people to search. WebTV wasn't justified as part of a search play. Maybe it would have made sense in those terms.
GOOG is still skyrocketing. Up 2% today. Maybe people are looking at the increasingly fast move to online sales during Christmas and are expecting Google to get an increasing share of that business. As far as I recall, last year's online sales gains were only in the 20% range, but this year are in the 30%-35% range. Maybe investors figure that there was an inflection point sometime last year.Last edited by DanS; January 4, 2006, 12:34.I came upon a barroom full of bad Salon pictures in which men with hats on the backs of their heads were wolfing food from a counter. It was the institution of the "free lunch" I had struck. You paid for a drink and got as much as you wanted to eat. For something less than a rupee a day a man can feed himself sumptuously in San Francisco, even though he be a bankrupt. Remember this if ever you are stranded in these parts. ~ Rudyard Kipling, 1891Comment
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To be honest, before you posted that I was secretly wishing I had said $60bn rather than $50bn.Originally posted by DanS
I thought Colon would like to know that I'm in the market for some GOOG June '06 puts with a strike price of $200, which would put GOOG's market cap at $60 B.
Hedging my bets, without rt's heartburn from continually shorting tech stocks and getting his ass handed to him.
But I'm sure the stock will overshoot in its downfall.
DISCLAIMER: the author of the above written texts does not warrant or assume any legal liability or responsibility for any offence and insult; disrespect, arrogance and related forms of demeaning behaviour; discrimination based on race, gender, age, income class, body mass, living area, political voting-record, football fan-ship and musical preference; insensitivity towards material, emotional or spiritual distress; and attempted emotional or financial black-mailing, skirt-chasing or death-threats perceived by the reader of the said written texts.Comment
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What do you think of the inflection point possibility for online shopping? It occurs to me that Google could have had a monster Q4 if some of the online sales projections are correct.Last edited by DanS; January 4, 2006, 12:38.I came upon a barroom full of bad Salon pictures in which men with hats on the backs of their heads were wolfing food from a counter. It was the institution of the "free lunch" I had struck. You paid for a drink and got as much as you wanted to eat. For something less than a rupee a day a man can feed himself sumptuously in San Francisco, even though he be a bankrupt. Remember this if ever you are stranded in these parts. ~ Rudyard Kipling, 1891Comment
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It looks like the price target for goog has been moved to $500. I was thinking of getting in below 300 as a trade but I just dont like the long term company prospects, so I didnt pull the trigger.We need seperate human-only games for MP/PBEM that dont include the over-simplifications required to have a good AI
If any man be thirsty, let him come unto me and drink. Vampire 7:37
Just one old soldiers opinion. E Tenebris Lux. Pax quaeritur bello.Comment
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GOOG up 10% this week at $460, including a 2% gain today. Speculation that makes sense and could actually add value to the company... Google is going to enter the TV ad market through free, downloadable TV shows supported by targeted inserted ads...
I came upon a barroom full of bad Salon pictures in which men with hats on the backs of their heads were wolfing food from a counter. It was the institution of the "free lunch" I had struck. You paid for a drink and got as much as you wanted to eat. For something less than a rupee a day a man can feed himself sumptuously in San Francisco, even though he be a bankrupt. Remember this if ever you are stranded in these parts. ~ Rudyard Kipling, 1891Comment
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I have two problems with goog as a long term investment. .
1. I no longer like using its search engine. There isnt a better alternative yet, but I think anyone who's used it for years finds it much less effective than it used to be when profits were less of a factor. If I dont like it I'm sure others dislike it too. When an alternative arrives (and it will) we'll switch and goog's revenues will drop like a stone.
2. Goog is essentially just an idea for a search engine. They dont make anything else so they have nothing new to patent. In the long run they're gonna face real competition from guys with very deep pockets. Remember Netscape. They dominated the browser market with a good idea (but nothing else) and now they're nothing. I will never bet against MSFT with my money.Last edited by SpencerH; January 6, 2006, 14:45.We need seperate human-only games for MP/PBEM that dont include the over-simplifications required to have a good AI
If any man be thirsty, let him come unto me and drink. Vampire 7:37
Just one old soldiers opinion. E Tenebris Lux. Pax quaeritur bello.Comment
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Would you bet for MSFT with your money? It's pretty reasonably-priced...
One difference between Netscape and GOOG is that GOOG is very profitable while Netscape never even had much revenues to speak of.
Regard Google's search results, I haven't noticed any difference in quality. Could be any number of reasons why (you could do search a little differently than me, etc.).I came upon a barroom full of bad Salon pictures in which men with hats on the backs of their heads were wolfing food from a counter. It was the institution of the "free lunch" I had struck. You paid for a drink and got as much as you wanted to eat. For something less than a rupee a day a man can feed himself sumptuously in San Francisco, even though he be a bankrupt. Remember this if ever you are stranded in these parts. ~ Rudyard Kipling, 1891Comment
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GOOG is more than search. They are creating an entire array of free AJAX based programs that are quite useful (the bait). Once we start using them, they have many more avenues to insert their insidious ads (the trap)“It is no use trying to 'see through' first principles. If you see through everything, then everything is transparent. But a wholly transparent world is an invisible world. To 'see through' all things is the same as not to see.”
― C.S. Lewis, The Abolition of ManComment
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Actually, it's entering the TV market through paid ad-free video.Originally posted by DanS
GOOG up 10% this week at $460, including a 2% gain today. Speculation that makes sense and could actually add value to the company... Google is going to enter the TV ad market through free, downloadable TV shows supported by targeted inserted ads...
http://www.pbs.org/cringely/pulpit/pulpit20060105.htmlComment
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I would buy MSFT as an investment here but I havent done so since I've been mostly trading recently.Originally posted by DanS
Would you bet for MSFT with your money? It's pretty reasonably-priced...
One difference between Netscape and GOOG is that GOOG is very profitable while Netscape never even had much revenues to speak of.
Regard Google's search results, I haven't noticed any difference in quality. Could be any number of reasons why (you could do search a little differently than me, etc.).
Goog is profitable! Thats why its probably worth $500/share and why it probably wont go belly up when 'the screws' eventually get turned. OTOH MSFT makes 30X the net profit of goog. People think goog are on equal footing with 'wild bill and his posse' but I dont. Just now he's focused on beating SONY. Once MSFT has the dominant console market share (2007), the redmond eye will move fully on to goog.
For me, the deterioration in search quality with google is very noticable. The results are now filtered/weighted much more heavily in favor of business sites that pay google. I often end up searching through page after page of results for what I actually want and if I dont have something specific to use to focus the results
I sometimes give up before finding something. That is what I used to do with excite and the other engines - and is why I moved to google in the first place. Give me a better alternative to the google search engine and I'm gone and wont look back. Thats the problem for internet companies, they have to be the best/most popular/most cutting edge/or have some other 'hook'. It costs the consumer nothing to go somewhere else.We need seperate human-only games for MP/PBEM that dont include the over-simplifications required to have a good AI
If any man be thirsty, let him come unto me and drink. Vampire 7:37
Just one old soldiers opinion. E Tenebris Lux. Pax quaeritur bello.Comment
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I guess you know Cisco right? One of the bellwethers of the new economy, revenues of $20 billion a year, profit margins of 20%, untouched by scandals and the like. I know someone who works there and he's as loyal to the company as one can be. All in all, a fine company which will probably remain so in the future.
Why am I telling this? Well, this fine company, was once world's most valuable company, worth 600 (six-hundred) BILLION dollar. Even for a fine company like cisco, that was a bit over top, wouldn't you say? (present days its valuation is a sixth of that figure)
Point being? Well, there seems to be some sort of myth going on that only duds were overvalued during the 90's, which simply isn't true. Solid, profitable companies were overvalued just as well. And there's no reason why a solid company can't be overvalued, since overvaluation simply implies a valuation in excess of what it's actually worth.
So please, stop this argument that company Y or X can't be overvalued because it's profitable. It's really irritating.DISCLAIMER: the author of the above written texts does not warrant or assume any legal liability or responsibility for any offence and insult; disrespect, arrogance and related forms of demeaning behaviour; discrimination based on race, gender, age, income class, body mass, living area, political voting-record, football fan-ship and musical preference; insensitivity towards material, emotional or spiritual distress; and attempted emotional or financial black-mailing, skirt-chasing or death-threats perceived by the reader of the said written texts.Comment
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Who was arguing that?So please, stop this argument that company Y or X can't be overvalued because it's profitable. It's really irritating.I came upon a barroom full of bad Salon pictures in which men with hats on the backs of their heads were wolfing food from a counter. It was the institution of the "free lunch" I had struck. You paid for a drink and got as much as you wanted to eat. For something less than a rupee a day a man can feed himself sumptuously in San Francisco, even though he be a bankrupt. Remember this if ever you are stranded in these parts. ~ Rudyard Kipling, 1891Comment
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Yeh, I was underwhelmed. It's the same as Yahoo! announced earlier in the day...
Except that it has Charlie Rose interviews downloadable for free for the first 24 hours after broadcast, which is something.I came upon a barroom full of bad Salon pictures in which men with hats on the backs of their heads were wolfing food from a counter. It was the institution of the "free lunch" I had struck. You paid for a drink and got as much as you wanted to eat. For something less than a rupee a day a man can feed himself sumptuously in San Francisco, even though he be a bankrupt. Remember this if ever you are stranded in these parts. ~ Rudyard Kipling, 1891Comment
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