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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (21517)11/8/2004 10:35:13 AM
From: redfrecknj  Respond to of 110194
 
GOOG had a market cap of about $54.5 billion last Wednesday, compared to, lets say, Merck’s $58.15 billion. Merck will earn net, net this year and next a total of about $5.75 billion, while Google earned just $106 million (2003), and may earn (consensus estimates) $690 million (2004) and $920 million (2005). Laughable to say the least.




To: russwinter who wrote (21517)11/8/2004 10:57:51 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Last week COTs

Commercials LONG oil
softwarenorth.net

Bought more corn and beans
softwarenorth.net
softwarenorth.net

Short ES
softwarenorth.net

Short NAZ mini (and long NAZ full)
softwarenorth.net
softwarenorth.net

Interesting how the SMALL specs are active with BIG specs are dormant



To: russwinter who wrote (21517)11/8/2004 1:24:00 PM
From: Silver Super Bull  Respond to of 110194
 
On the Google article

RE: "The good news is, this time, revenue and profits are driving the boom"

Right now it looks like Google has about a $47 billion market cap...isn't that about 47x revenues??



To: russwinter who wrote (21517)11/8/2004 1:52:04 PM
From: Roads End  Respond to of 110194
 
Meeker could have even made a better point proving her 'boomlet' BS by excluding Yahoo, Ebay, and Amazon from her 2002 baseline. After all Google went from zero in 2002 to its market cap as it exists today.



To: russwinter who wrote (21517)11/8/2004 3:57:42 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 110194
 
She's not in jail yet? WTF?.....

Fool me once, shame on you...etc......