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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (24502)	6/13/2005 6:22:15 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

CKCM chart looks great as does revenue and EPS growth the past few quarters. Anindo

To: Bill Harmond who wrote (24502)	6/13/2005 7:17:10 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

You've got to read this article, it is a pretty straightforward synopsis of what happened to stock analysts in the 90s. On one CNBC commentary they were discussing how the best job on wall street is as a permabear. Permabears like Fleckenstein were wrong for 15 years but nonetheless, they always have a place as a commentator or manager. But to be a bullish analyst like Joe Battipaglia, and be wrong- thats the kiss of death and you can't show your face on the street again. And thats just Battipaglia, not Blodgett who has probably the worst reputation in the bull market. I was glad when Slate hired him as a commentator though, for perspective. After all, he WAS the first guy to call AMZN $400- and they DID have that $300mm quarter in 98. On Google, Bubbles, and Market Madness Why buying during a frenzy is often saner than it might appear. By Henry Blodget fortune.com (he discusses Google a little also but my view is, to know GOOGs potential you really need to have seen what happened to technology from the inside in the 01-04 period. It isn't a stock story it is more a company story which is as much about the destruction of the industry/competition that Goog itself, imo)