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Technology Stocks : Alphabet Inc. (Google)

GOOGL 327.92

-0.8%

3:59 PM EST

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To: Gabriel008 who wrote (7701)	2/16/2006 1:00:36 PM
From: Lizzie Tudor	Read Replies (1) of 15857

I don't know what happened last quarter to the growth we were supposed to have in the top line. I am convinced that GOOG and everyone else did not hit their internal targets for the Dec quarter and that is why the tax issue manifested itself. The analysts had a 23% qtr/qtr increase for December which GOOG delivered but only because they destroyed their competition, the entire market was supposed to grow much beyond 23% from Sep to Dec, and did not. I'm a little different than others here though, because I believe GOOG will be offered opportunities for diversification of their revenue model just by virtue of the fact that they are the leading "new economy" company. We have already seen this with Bearing Point. The entire tech ecosystem requires a leader in the enterprise world, and unless one of the older players grows into it, GOOG is the defacto choice with some other smaller new players swirling around like CRM (but they are too small). I went through one of these transitions from old leader to new leader when IBM fell in the 90s and I was working at Oracle. The market decided Oracle was the leader and that was it, Oracle itself didn't have too much to offer the former IBM ecosystem but a few strategic hires changed all that and it was all over. the best thing to do from an investment perspective was buy and hold. About twice a year the new enterprise stocks crashed on one "scare" or the other just like GOOG just did. Lots of people tried to trade in and out with this and some made a TON but most didn't come out as well as the LTBH people.

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