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

To: Lizzie Tudor who wrote (6431)	1/22/2006 3:07:24 PM
From: Gabriel008	Read Replies (1) \| Respond to of 15857

I agree that spending was probably heavy in Q4 but this comprises 3 types of expenditures; asset purchases that can only be depreciated or amortized; expenses that can be matched against GOOG revenues; and other expenditures that cannot be matched against revenue [yet] and will have to be capitalized in the meantime. That's why I plugged in an across-the-board 40% expense factor. If all expenditures could be expensed the number would be much higher. I don't think the market is anticipating much higher than the best analyst estimate of $1.94 & if that's the case we should be ok. In q3 GOOG beat consensus by 12%. If they beat by 12% in q4 that equates to $1.97. So, I'm guessing $1.90 to $1.97 we stay flat. Anything lower & we go down. Anything higher than $2 and we go up. I also think $2 is a big psychological number for the market. BTW, I'm trying to fine tune my relative search growth index. For that, I need to get a better handle on % Pricing Power [ie., + or - by Q]for GOOG & YHOO and Q to Q growth in global search. Got any ideas?