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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: TH who wrote (22644)	2/2/2005 9:28:07 AM
From: microhoogle!	Respond to of 116555

TH, Right now Google has lot of mojo. You are right about them being overvalued, but there seems to be many things that they are working on beyond the traditional search tools. They are surreptiously spreading themselves into VOIP (think they purchased dark fiber - pretty cheaply due to the glut of fiber optic build out during the heady internet days), browser based operating system thereby encroaching into MSFT territory. They have shown the capacity to think outside the box and achieve relative success. I admire them - however I agree on the valuation part. Since they are spreading into other areas, I would eventually bet everything is not going to pan out in their favor and that would be the time I would consider going short.

To: TH who wrote (22644)	2/2/2005 9:43:30 AM
From: blind-geezer	Read Replies (1) \| Respond to of 116555

---I still bet it is halved in the next 12-24 months.--- are you rolling over your puts ...