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Chandler Lutz » Comments » GOOG

  • Google Venture Capital: The Challenges [View article]
    I have to wonder weather Google is investing for strictly financial returns like most VCs or looking to gain access to certain developing technologies. If I were to guess, I'd have to say the latter. Obviously Google knows that a few small investments won't move the needle, but if you integrate these technologies into a larger net like Google's you could generate tremendous. As BayAreaGoogleGuy said above, google has not seen much success in acquisitions...we'll have to see if anything comes out of this new venture...
    Jul 31 22:17 pm |Rating: 0 0 |Link to Comment
  • Nokia: Bargain of a Lifetime - Barron's [View article]
    Interesting article. Even though Nokia is trading at 9 times 2009 earnings I don't know if it's really that great of bargain. There is an operating system in the mobile market between strong competitors like Microsoft, Google, Apple and RIM who are making huge bets in this area. I don't know if I Nokia has the know-how or resources to compete with these firms. As Microsoft showed us in the desktop market, making the gas that fuels the boxes is a much better option...That is not the Nokia's advantage right now
    Jun 29 22:00 pm |Rating: 0 0 |Link to Comment
  • Google's Android OS Hits Snags with Mobile Carriers [View article]
    Nice Article. I think from a consumer perspective the Android is very interesting, but I'm a little confused by Google's thinking on this one. As far as I can understand Android Google will not really make any money on the mobile OS until people uses google's prominent search engine. With mobile phone users going to google.com with their ipods and blackberries already, it might make sense for google to apply their funds elsewhere. I guess this is the root of google's "problem" where they make so much money from search...
    Jun 23 19:50 pm |Rating: 0 0 |Link to Comment
  • The Google Economy [View article]
    Nice article and I agree with much of your analysis...but what about Google's valuation?? Trading at about 40 times earnings seem awfully rich to me. After all, for this company to triple the company is going have to create 340 billion dollars in market cap...It can happen, but it's unlikely to happen anytime soon
    Apr 20 17:48 pm |Rating: 0 0 |Link to Comment
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