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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (26350)	11/21/2005 3:50:32 PM
From: Lizzie Tudor	Read Replies (3) of 57684

not just hearing, its true Paul has posted a page of the UBS report on the Goog threadif you want to read it. The context of the "new products fail" comment is that in the risks section Schacter says investors might think every GOOG new product will take 100% of its target market even though there are many products from GOOG that are not category killers. But for the ones that are category killers (local search esp) the size of mkt is so large the $500 is justified. Thats the message basically , the problem briefing has is they are trying to synopsize it in one sentence. (buy internet infrastructure is the subtext)

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