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To: Lizzie Tudor who wrote (69892)10/9/2007 3:12:36 AM
From: manalagi  Read Replies (3) | Respond to of 213183
 
why yuk?

I just cannot phantom why Amazon is such a great company. Granted that it has a great software, but just an online retail company promoted by Jeff Bezos? Amazon has a P/E of 132, and I don't think it is in the same class with Google, Apple and Research in Motion.



To: Lizzie Tudor who wrote (69892)10/11/2007 12:32:16 PM
From: inaflash  Respond to of 213183
 
why yuk?

I don't remember what the "old" 4 horsemen were.... I think there were 2 sets, one was the old guard that had CSCO, DELL, SUN and somebody (I think?),and then the up and comers which were AMZN, EBAY, YHOO and somebody else.

wonder why there always has to be 4? <g>

anyway our new 4 are all doing great now.

Just came across this article:

Cramer's 'Mad Money' Recap: Google's Next Stop: $750

Google has "wildly outperformed" the rest of Cramer's tech "four horsemen": Apple (AAPL - Cramer's Take - Stockpickr - Rating), Amazon (AMZN - Cramer's Take - Stockpickr - Rating), and Research In Motion (RIMM - Cramer's Take - Stockpickr - Rating).

thestreet.com

Just yesterday, I was doing some checking and recall noticing that AAPL was up about 80% YTD and GOOD up 20% YTD, so I questioned the "wildly outperformed" part of the article (which is why it may be in quotes). So here's some data:

Max Year


finance.yahoo.com,

5 Year


finance.yahoo.com,

2 Year


finance.yahoo.com,

1 Year


finance.yahoo.com,

3 Month


finance.yahoo.com,

Seems like Apple has outperformed Google most of the time. Furthermore, RIMM and AMZN have generally outperformed both AAPL and GOOG in the recent past (3m and 1y). Sure seems like AAPL and GOOG have gotten a disproportionate amount of headline press recently, but they're actually the recent laggards in this group. Just a rear looking view, says nothing about the future.

When did these 4 stocks get first mention, so as to make a more valid starting point? Same question to previous four.

Using Amazon as the weakest of the four compared to Microsoft, Intel, Dell, and Cisco:

5 Year


finance.yahoo.com

Max Year


finance.yahoo.com

Going back to the 1990's you can see these where the big gains from the dot com days that peaked around 2000-2001 and have not reached back to those levels so far yet.