Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lizzie Tudor who wrote (8526)	3/7/2006 8:39:55 PM
From: Cyprian	Read Replies (3) \| Respond to of 15857

yes but $400 million above consensus is not much, only an avg. $100 million per q above. the google las vegas must fly past the numbers, not barely exceed. margins getting squeezed are far more important than a few hundred million extra in revenues. that is why the street is skittish. anyway i'm glad that you understand that the $9.5 billion is for '06 NOT '07 as some think, and of course it excludes traffic acquisition costs. some people (not you) think that the $9.5 billion compares to the $9.19 billion for instance listed as analyst estimates for '07 on yahoo finance. others (not you) see $6.57 billion for '06 and think that $9.5 billion is 45% higher than estimates, forgetting to subtract the tac's. who really cares about the numbers? they're irrelevant for the short-term. they only matter longer-term, and longer-term this stock will crumble like all high-fliers do. it's all psychology at this point.