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Strategies & Market Trends : Value Investing

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To: blankmind who wrote (23278)	2/4/2006 4:32:39 PM
From: Spekulatius	Read Replies (2) of 78622

GOOG - 20% growth/quarter equates into 100% growth annually. With a larger revenue base (6.1B$) this become more and more difficult. 6.1B$ is already a substantial amount of money and I would venture the guess that those growth rates will slow down after 1 or at most 2 quarters. From that i would assume that 200-250$ is a fair price for GOOG. While I agree that GOOG could go up 50% in 2006 i can as easily see 200$ as well. For GOOG to continue growing at the rapid clip, they need to get more revenue sources beyond search. I kind of like the diversified YHOO model more, as an investor and user. I am hooked on my YHOO homepage, email,news and i often use their search (even though i think GOOG still has en edge) for convenience. In short YHOO is much more important than GOOG for my internet experience. Beyond search and GOOG earth, i do not find much I like about the other GOOG services. Email is no better than the new YHOO mail, Froogle is inferior to some specialized sites like NEXTAG and Pricegrabber and what else do they have as the next big thing?

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