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Technology Stocks : Alphabet Inc. (Google) -- Ignore unavailable to you. Want to Upgrade?


To: Gabriel008 who wrote (6380)1/20/2006 4:42:35 PM
From: MGV  Respond to of 15857
 
Legg Mason's Miller sees higher value in Google

"It's not written in stone that Google is worth (its current market cap) or they won't be supplanted by something later," he said. But "there is nothing right now which is evident that poses an enormous threat to Google except too high expectations."

yahoo.reuters.com



To: Gabriel008 who wrote (6380)1/20/2006 4:43:39 PM
From: Trader J  Read Replies (1) | Respond to of 15857
 
The hottest stocks in the market very rarely decline 15% in a week without there being some sort of recovery. This is the exact valuation opportunity that I have been talking about waiting for.

In the absence of material negative catalysts that cause revaluation of an issue, you need these types of events to create some level of valuation creation, whereby sidelined money sees the upside potential enough to commit funds. This is not to say that the rally starts on Monday .. there will be nervousness about for a bit, but if we get some volume and a dip, that should shake out rather quickly ... stabilize and at that point, a level of confidence should return.

Not to say that this is the bottom, but I would bet we are awfully close

I have yet to see anything that materially affects the future valuation of GOOG near term, thus, I believe this dip can be bought at some point on Monday. All depends on what, if anything, comes out in the way of news.

Will be interesting to see what the S&P does now as well. Anyone have info as to what issues are next to leave the index?

tJ



To: Gabriel008 who wrote (6380)1/20/2006 6:17:01 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 15857
 
well I'm bummed, for sure, don't get me wrong. About the only scenario we didn't discuss for GOOGs performance after the yahoo numbers was a miss by yahoo. If ebay also imploded then I would be less upbeat.

The reaction by the posters on SI and yahoo to the ebay numbers just make me dismiss most of the bearishness here. My data says GOOG had a great quarter. I now think the expectations for the GOOG quarter have been scaled down sharply.