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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (33164)	12/31/2008 12:47:04 PM
From: Spekulatius	of 78673

GOOG, ESRX - concern is that search pricing for key words may weaken which would not surprise given the economic malaise. We know already that online purchases are down YOY and the total sum of online purchases defines the total market, IMO (of course that is US only). Another wildcard is MS/Live cashback which is become more popular at least in my circle. FWIW, pharma benefit manager are having a bad day. They outperformed the market. I think it is s growth business and may become even more so. Companies providing health benefits are pushing this one hard to save costs. ESRX seems to have some year end selling yesterday and today.

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