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

To: Cyprian who wrote (8575)	3/8/2006 2:06:44 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 15857

well Cyprian, of the "hot stocks" I own GOOG is the coldest at this point. However this thing goes in cycles. I am encouraged that BRCM was able to catch a bid. My big concern with GOOG or any nasdaq stock is whether we are going back into a bear. At some point expectations for goog are going to be ratcheted down to a point where they are going to exceed. Expectations are not all that high right now and that revenue forecast is dubious, imho. My friends say goog always projects internally net of tac, and that projections never include AOL or About, which are the 2 largest Adsense partners becuase those are handled by a special team. So this forecast or whatever it is bears very little weight with me. What I don't get, seriously, is why GOOG would actually say the margin erosion comment was erroneous. Why say this, I don't know. So, I just wait here. We'll see how it goes next quarter.