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


To: Lizzie Tudor who wrote (820)2/7/2005 12:09:20 PM
From: olivier asser  Read Replies (1) | Respond to of 15857
 
I posted there: olivier lfa ;-). Maybe you're fran"? :-) Even though I was short I corrected that guy. Totally false information, SEC reports totally disproved what he claimed.

Yahoo got me very concerned about short, and then going over the real P/E numbers, right now 35 based on Goldie's estimates, then also charts, too many spikes down (collecting shares? scaring out longs? luring in shorts?) but mostly I think Wall Street has too much prestige wrapped up in GOOG to allow it to not meet its 265-90 targets and soon. After the past 5 years, I don't believe they can afford to blow this call, would cost them too much.

On Yahoo there are 10-1 in favor of short. Not a good sign. All of them questioning the upgrades - boy-who-cried-wolf syndrome I think this time ;-). All these weak shorts will panic cover if we don't sell off on the unlock. I'm staying well away from them.

Those February calls, 14.4 million all the way up to 260. Quite a bet on a huge run in short order.

So, I got the calls.