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Technology Stocks : Alphabet Inc. (Google)
GOOGL 320.01-1.0%Nov 26 3:59 PM EST

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To: Lizzie Tudor who wrote (6270)1/19/2006 8:20:01 PM
From: manalagi  Read Replies (1) of 15857
 
I think GOOG is the only "next microsoft" type of opportunity, jmo.

The barrier of entry for Google's type of business is not that compelling. Just imagine a decade ago where there were dozens of search engines, and Google came out with an outstanding algorithm. What was needed was a large computer to launch its approach. There will be other geniuses that can come up with better methods and that will take away Google's advantage.

IMHO, the only "next microsoft" is Qualcomm for which every phone in the world will have to use its CDMA patents. Now, there is a prohibitive barrier of entry for competing against Qualcomm.

I personally wish the rosy days of Google will continue as my son is heavily committed to the stock. My reservation is that legal entangling will linger for a while.
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