Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Tommy Hicks who wrote (90830)	2/7/2005 9:58:05 PM
From: olivier asser	Read Replies (2) of 122087

At Goldman Sachs' $5.67 estimate GOOG's P/E for 2005 is 35 right now. Goldie's earnings estimate by the way, 25% sequential quarterly growth, is far less than GOOG's Q3-Q4 net growth, which was $125-212 million, or 70%, which excludes the Yahoo settlement, or else it would be far higher, but that wouldn't be a credible figure imo. Where does 600 come from? - Compute EBAY's P/E at the recent high and apply it to GOOG earnings. GOOG meets the estimates, meaning far reduced sequential growth, and gets the same EBAY 100+ P/E, it's 600.

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