Santosh Sankar

5 Key Quotes from Google on the Internet Industry

Google is positioned very well for the future. Leave the search engine and ads alone, they are moving into different areas that can generate growth. In addition to the security aspect, they have project Android, Health Care and Transaction processing projects. Lets not forget the space project they have sponsored. The company seems to be growing into a conglomeration of innovation that will drive growth.

Yahoo Almost Gets It Right

I agree with earlier comments regarding Yahoo! management possibly not thoroughly evaluating the offer. YHOO shareholders were provided a solid premium and I doubt the company will be able to do better in the coming year. Google has a solid grip on the business and is continuing to strengthen itself.

Browsing the Sale Rack for Tech Bargains

I really like CSCO, although there will be "softness" in the domestic economy, I would think in mid 2009 corporate spending towards network upgrades will ramp up. It is time to replace older networks with faster ones. However this is a solid pick and a sure bell weather stock.