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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (23539)	3/14/2006 4:41:04 PM
From: John Carragher	Respond to of 78618

i am shocked.. didn't think if would see goog as value stock. g

To: Paul Senior who wrote (23539)	3/15/2006 3:01:17 PM
From: Brinks	Read Replies (2) \| Respond to of 78618

Google with a 101 BILLION market cap. Autonomy with a mere fraction and a much better value. www.autonomy.com

To: Paul Senior who wrote (23539)	3/16/2006 8:34:41 AM
From: blankmind	Respond to of 78618

Paul - i hedged by google (goog) w/ covered calls - this way my downside is limited a bit & no chance of panic selling during these wild price swings

To: Paul Senior who wrote (23539)	3/22/2006 5:24:33 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78618

Pual buying a few shares of GOOG looks like value investor capitulation - everyone and the bellboy has bought it. Time to short I think. :P (No, I don't really advise shorting GOOG, but I do believe that its market cap reflects unrealistic expectations of never failing super company at the time when competition is only getting worse. Time for non-VC investors to buy was at IPO if ever.) Jurgis