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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (14807)5/5/2005 10:36:47 PM
From: Big Bucks  Respond to of 25522
 
Mike, GOOG only has 275M shares outstanding and institutional
investors are only holding about 21% of float shares. Only 42.6% of
the shares are in the float vs. AMAT's 99.3% that infers that
only 117M shares of GOOG are actively available for trading
on a daily basis which equates to 24.6M shares being held by institutions.
There is lots of volatility and investor demand for limited shares of GOOG.
The risk/reward favors nimble and astute investors. So
the question is, when will the stock split? There is a lot
of incentive for investing in GOOG...just wish I had jumped
in at $100....
moneycentral.msn.com



To: The Ox who wrote (14807)5/6/2005 8:24:52 AM
From: Proud_Infidel  Respond to of 25522
 
Re: the numbers are extremely impressive for GOOG.


I never said they weren't; in fact, they are quite impressive.

My point is what has not already been baked into the cake, so to speak? GOOG has made the front page of every magazine and has been the stock du jour for about a year now.

And yet one thing it does not have, which AMAT does, is a proven history of performance over time. Many tech companies had stellar 5 year runs only to burn out. Extrapolating a perfect perfromance and a loyal following many years out is not a wise thing.....customer fidelity in the internet ago is practically zero. If a better thing comes along, people will go there. And there are some big guns with deep pockets gunning for GOOG. The share price would make you believe none of this was so.

Easy money and sure things only last so long.

JMO

Brian