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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (16779)7/12/2006 3:42:40 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 17183
 
what are you trying to say, that GOOG shouldn't trade at these levels? OK maybe it shouldn't, we agree. But there you are.

GOOGs business model really leverages offshore growth. There is a big difference between amat and goog's offshore growth, amat is not going to make incrementally more money as indias population for example rises in economic stature, GOOG likely will, unless somebody comes in and replaces GOOGs dominance as a website.