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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (27629)	12/22/2005 8:52:39 PM
From: sixty2nds	Respond to of 95616

To the moon Alice, to the moon!....08:06 GOOG Google tgt upped to $575 at JMP Securities (426.33 ) JMP Securities raises their GOOG tgt to $575 from $400 as they believe the co is a clear winner in AOL bake off. Firms estimates suggest an even higher implied value for the AOL business than the $20 bln being reported in the media. They say that at $1.2 bln in cash and ad credits for a 5% stake, the deal would imply a value for AOL in the $25 bln range. From a strategic standpoint, they believe the deal gives GOOG multiple entres into the branded market, which is important for the co's long term growth outlook. Firm's confidence in Google's ability to meet or beat their estimates is higher than any other co in their coverage group, and they believe investors are likely to look farther out in the case of Google than most other Internet stocks.