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To: Lizzie Tudor who wrote (67361)	3/13/2005 7:29:51 PM
From: GVTucker	Respond to of 77400

RE: BTW you like google right, is that an expensive stock to you? Yes.

To: Lizzie Tudor who wrote (67361)	3/13/2005 7:45:16 PM
From: GVTucker	Read Replies (1) \| Respond to of 77400

I'd agree that a way to make money is to buy expensive stocks that happen to be of very high quality. I know a few people that have made a great deal of money doing that. It is an exceedingly difficult thing to do, though. Most people that try to play that game lose.

To: Lizzie Tudor who wrote (67361)	3/14/2005 3:04:01 PM
From: Kirk ©	Read Replies (1) \| Respond to of 77400

"I think google is expensive but I am willing to pay. I like that they hire all these PhD's and give them a lot of freedom, and I think they treat the shareholders money well without too many options grants." Interesting. I was talking to a VC last week about skills I have in working with the 160+ IQ types to get their ideas into products. He said the biggest problem they have is there are a ton of great ideas coming out of Berkeley, Stanford, etc. but it is darned hard to get those with the ideas to budge and make compromises to make the idea into something that can be sold. At HP in "the old days" we had loads of company experience to mentor and help people like me who were smart (A- GPA at Berkeley) but not super smart (160+ IQ) such that we could work with the super smart at the labs to get their ideas into products. Could Google be a one trick pony where they stumbled on a way to make money but doing it over and over will be more difficult since they don't have the culture and experience to repeat? Hiring the super smart folks is not a ticket for success but they might not know this yet.