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Strategies & Market Trends : Value Investing

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To: Brinks who wrote (23542)	5/22/2007 12:52:20 AM
From: Paul Senior	Read Replies (2) of 78615

Fwiw, a year later comparison: Autonomy vs. Google. Autonomy is ahead (as of today). finance.yahoo.com I'm still holding shares in both. Fwiw, by my formulas, GOOG remains undervalued. Pretty hard to call it a value stock though -g-. By my way of looking at it, if the super high margins can be maintained (IF), then stock ought/should/could/might be a buy in this market (of low interest rates) until p/e of 50 or more. Which would mean on consensus analyst '07 estimates of $15.12 per share, there's value to about $750 per share (vs. share price now of about $470/sh). Ha. Very possible --- disregarding my ifs/coulds/mights/ assumptions -- I maybe should be looking closer at my formulas and maybe tweaking or doubting them when they operate at extremes, such as with GOOG. For now, I remain in, but not adding to the few shares held.

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