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Technology Stocks : Alphabet Inc. (Google) -- Ignore unavailable to you. Want to Upgrade?

To: olivier asser who wrote (797)	2/7/2005 10:17:32 AM
From: GVTucker	Read Replies (1) \| Respond to of 15857

First, GOOG isn't looked on as favorably by Wall St as YHOO is. GOOG has 14 analysts at a 14, 11 at a hold, and 1 at a sell. YHOO has 22 at a buy, 8 hold, and 3 sell. Outside of Mary Meeker, who always has a vested interest in being bullish on 'Net stocks in general, I don't see the analysts pushing GOOG very hard at all. Even Goldman Sachs, who this thread thinks is so wildly bullish, hasn't been pushing GOOG heavily at all. I don't see Wall Street as hanging their hat on GOOG, not close. On short interest, I don't see much of a spike in short sales, either. Short interest hasn't changed much at all in GOOG for 3 months now. And there hasn't been any issue in delivery with GOOG as opposed to a lot of other stocks that have been heavily borrowed. I don't think any of the reasons 1 and 3 that cause you to be bullish actually exist. And reason 2 sounds neutral to me.

To: olivier asser who wrote (797)	2/7/2005 11:48:44 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 15857

I'm glad you switched to the dark side (which is actually the *bright side people!!), and want to reiterate your conclusion about amateur shorts. This GOOG thread here on SI is fairly balanced. Good arguments both ways although not too many of us here. But for perspective, take a look at the yahoo GOOG stock thread sometime. page after page of "strong sells", THIS BLOATED PIG IS GOING DOWN, stuff like that. Over the weekend I took a glance there, and somebody was going on and on about how goog wasn't growing earnings sequentially.... this is because he didn't realize that last qtr's results (oct qtr) had a one time payout to yahoo of a few hundred million. Real amateurs out there and they are ALL shorting GOOG. Sometimes the obvious play works and maybe shorting GOOG is obvious but long term it doesn't work imho