SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: olivier asser who wrote (90827)2/7/2005 9:37:19 PM
From: StockDung  Read Replies (1) | Respond to of 122087
 
Message 21007431



To: olivier asser who wrote (90827)2/7/2005 9:51:22 PM
From: Tommy Hicks  Read Replies (1) | Respond to of 122087
 
Lemmesee, GOOG has a reverse (and forward?) P/E of around 135.

"I've seen this set many times before in several markets. Further, all these people talking Naz bubble, before those stocks crashed, those stocks spiked up HUGE, meaning equivalent to GOOG rocketing to 400 on wild targets first."

This is post Naz bubble and folks are a little more savvy now than before.

th



To: olivier asser who wrote (90827)2/7/2005 10:20:49 PM
From: Nazbuster  Read Replies (1) | Respond to of 122087
 
Well, regardless of which way it goes, good luck.

At least you have spelled out your rationale for the trade which is more than most do with "Long xxx" or "Short yyy". I appreciate the spirit of the post.

I remember the days of KREM and TASR and many others that defied gravity due to short pressure. GOOG has the same potential and I think it's way too early to short it. It has to reach the same level of maturity that eBay has reached where making the numbers gets just too difficult to do.

I've learned from being too early on way too many shorts.