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

To: Brinks who wrote (23542)	3/15/2006 5:01:07 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78622

That market cap is scary large. OTOH, GOOG's going to earn several billion dollars too by '07, so the analysts say -g-(forward p/e estimates about 28x), and there's several billions in the till with no ltd. I'm guessing that Autonomy is the better speculation in the sense that MAYBE it might be easier for this under $10 stock to double if/as earnings continue to grow and if/as the company becomes more widely known to USA investors than it would be for well-known GOOG to double from its already lofty capitalization. I have a few shares of Autonomy from when it was mentioned here earlier, and I may yet add more. finance.yahoo.com

To: Brinks who wrote (23542)	5/22/2007 12:52:20 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78622

Fwiw, a year later comparison: Autonomy vs. Google. Autonomy is ahead (as of today). finance.yahoo.com I'm still holding shares in both. Fwiw, by my formulas, GOOG remains undervalued. Pretty hard to call it a value stock though -g-. By my way of looking at it, if the super high margins can be maintained (IF), then stock ought/should/could/might be a buy in this market (of low interest rates) until p/e of 50 or more. Which would mean on consensus analyst '07 estimates of $15.12 per share, there's value to about $750 per share (vs. share price now of about $470/sh). Ha. Very possible --- disregarding my ifs/coulds/mights/ assumptions -- I maybe should be looking closer at my formulas and maybe tweaking or doubting them when they operate at extremes, such as with GOOG. For now, I remain in, but not adding to the few shares held.