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


To: bob zagorin who wrote (26493)11/30/2005 11:16:11 AM
From: Bill Harmond  Respond to of 57684
 
Thanks, Bob. Good enough for me.

As such, we position FOXH to be one of our favorite In-Line rated names

Translation: "We're jazzed about the astonishing growth rate, but where do we go from here?"



To: bob zagorin who wrote (26493)11/30/2005 11:26:24 AM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
10:55 GOOG Google at CSFB Conference (403.14 -0.44) -Update-

In 3 year time frame co thinks advertising will 'still be a good chunk of the business'; hopes that some of their communication products (i.e.- G-Mail) would be on their short list... co notes they did a secondary a few months ago; the thinking behind it was that there was at least one very large competitor that could inflict a lot of damage on co, so why not take the money that was available to buffer against any storm, 'a defensive war chest'... call has ended.