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

To: Trader J who wrote (8348)	3/2/2006 1:46:20 PM
From: greenspirit	Read Replies (1) \| Respond to of 15857

res-<i<I almost added my second piece this AM on the strength it was showing into the decline..<.i> I know exactly what you mean, although I didn't sense it with Google. It's strange how sometimes you can just be in sort of a zone watching the movement of one stock. I'm in that same frame of mind with a micro cap I'm too embarrassed to say. Best not to get too cocky though. Ahh, I see we have a pull back now to the 376 area. Makes you wonder if the minute by minute movement is do to each sentence they're using. A company like Google needs lessons from the master Greenspan on how to say a lot but confuse the heck out of the underlying message.

To: Trader J who wrote (8348)	3/2/2006 1:50:20 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 15857

I think the key takeaway from the Merrill meeting is that keeping the analysts so far in the dark actually hurts a company the size of Google. That was obvious last quarter but the Merrill meeting just solidified it. If those analysts didn't know about the CPC optimizaton and its effect on keywords, that doesn't help anybody. At some point, either Reyes will spill the beans accidentally in an upfront, direct session like Tuesday's meeting, or the competition will bring it up, or something. Google can still put more out there without succumbing to no forecasting for analysts. I also think it would be ok if Google admitted that forecasting their numbers is something even they can't do. Which I believe to be the case. Vs. the alternative of making analysts think Schmidt and Reyes are trying to screw them.