Google Inc. (GOOG)
Loading...
Symbols:
GOOG Forum Topics
- All Comments on GOOG
- General Discussion on GOOG
- Web Ad Revs Up 15.2% in First Half [view article]
- Another Dumb Idea From Google [view article]
- 3 Stocks That Are Begging To Be Bought [view article]
- Google: Android Skepticism, Plunging Stock [view article]
- Cloud Computing Requires Infrastructure 2.0 [view article]
- 60% of Google Employee Stock Options Are Drowning [view article]
- Jim Cramer's 10 Predictions for 2008 [view article]
- Darwinian Capitalism Finds Its Moment [view article]
- Deflation Changes the Rules [view article]
- Yahoo vs. Tech Stocks: Sad Snapshot [view article]
- The Year of the Bear [view article]
- Gilat Take Two: Anteing Up Again [view article]
loading ...Recent GOOG Articles
- 60% of Google Employee Stock Options Are Drowning
- Web Ad Revs Up 15.2% in First Half
- Google: Android Skepticism, Plunging Stock
- Another Dumb Idea From Google
- The Year of the Bear
- Yahoo vs. Tech Stocks: Sad Snapshot
- Darwinian Capitalism Finds Its Moment
- Deflation Changes the Rules
- Research in Motion: Vulnerable to a Takeover Bid?
- Is This the Nasdaq or a Dollar Store?
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
What To Look For Next in This Market [view article]
You are mistaken in your calculation! Let's take DELL.Cash 8.6 billion
Net Receivables 8.1 billion
Accounts Payable 15.5 billion
(Numbers as of 1-Aug-08)
That means, my friend, net cash on the balance sheet is a meager 1 billion!!
Reply
What To Look For Next in This Market [view article]
Actually the Russians have been modestly active in not only trumpeting the halt of the U.S. economic superpower in this credit crisis, but also in investing to prop up banks and other institutions (biz.yahoo.com/ap/08100...).This comes a mere 15 years after a nearly-bankrupt Russia received loans from the IMF (?) to finance its conversion from communism to free markets. Since then, as we know, it has waged a battle against some of the oligarchs who received state assets in the immediate fall of communist rule, and has re-nationalized some assets.
It's amazing what a country can do if it has gas and oil exports and a shrinking population. All those capital inflows over the past decade or so have put Russia in a position where they can now take major stakes in many Western companies. The U.S. government had better consider the effects of energy as not a separate issue but rather completely intertwined with our fiscal health as a country. Reply
What To Look For Next in This Market [view article]
Actually the Russians have been modestly active in not only trumpeting the halt of the U.S. economic superpower in this credit crisis, but also in investing to prop up banks and other institutions (biz.yahoo.com/ap/08100...).This comes a mere 15 years after a nearly-bankrupt Russia received loans from the IMF (?) to finance its conversion from communism to free markets. Since then, as we know, it has waged a battle against some of the oligarchs who received state assets in the immediate fall of communist rule, and has re-nationalized some assets.
It's amazing what a country can do if it has gas and oil exports and a shrinking population. All those capital inflows over the past decade or so have put Russia in a position where they can now take major stakes in many Western companies. The U.S. government had better consider the effects of energy as not a separate issue but rather completely intertwined with our fiscal health as a country. Reply
Can Google Reach Its Pie in the Sky? [view article]
Good overview of the issues. I have a couple of nits but I'm not sure if they affect your conclusion:1. Google's legacy/core business is an advertiser/publisher application delivered as a service, not "search/directory... The facts that the service uses sophisticated patented search technology and is monetized by selling ads are secondary (although the former has helped it succeed in delivering a "packaged" advertiser/publisher application where others failed).
2. Although Google builds "key technology in house," it supposedly (I have never personally researched its claim) does it with commodity and/or open source components, basically providing the "off the shelf" advantage you're concerned about.
I don't think this changes Google's chances competing head-on with Microsoft's SaaS strategy (which it will insist on calling Software Plus Service until Ballmer retires) however. Microsoft is most likely adopting the same commodity and/or open source technologies in its data farms (and even if it is using its own proprietary stuff, it doesn't pay list price). And Microsoft should be able to maintain application functionality superiority for 10 years simply based on momentum (barring some execution mistake which I think it unlikely Ozzie would make).
Neither company should try to deliver the network infrastructure itself. Going back to the utility metaphor, they shouldn't try to be GE circa 1940, delivering both dynamos and light bulbs (but not sure it does either anymore). Reply
Is Online Advertising Heading Off a Cliff? [view article]
You are so right. the secular trends in online are enough to mute the downturn. Online ad spending will no escape on unscathed but i think a bigger knife will be applied to TV where advertisers are beginning to realize that they are wasting their time and money preaching to Tivo boxes. Reply36 Opportunities for the Beginning of the Bull [view article]
There is one undisputably good point in this post. The markets play us, not the other way around. This market will turn when BIG MONEY turns, not when User 2342325 or Peppio or Anti-Fool or I decide to spend our last 25% of cash and jump in with our $10K or $100K.Problem is that BIG MONEY is currently bancrupt or busy unwinding. The only guy left standing is the Fed and its printing presses. However, despite the fact that the Fed's injected close to a trillion dollars into the system in the past few months, BIG MONEY is still holding on for dear life, and it's scared. Citi, Wells Fargo, BofA? Still alive, but in a month, who knows? When these guys start buying again, that's when the market turns. And right now they ain't got the balls to buy. Because they saw what happened to Lehman, Morgan and others who were in denial.
Hey who was it here on SeekingAlpha who said we'll have a bottom when we have 60 days of no bad news? I completelly agree. Well, guess what. We still have bad news, even if it's from UK/Europe.
Reply
36 Opportunities for the Beginning of the Bull [view article]
sentiment suggests a bottom - but the dead interbank lending market, dead credit markets, dead CP markets and the crashing carry-trade (Yen is going ballistic, especially against the Euro) suggest more pain ahead. Form a time perspective, we probably are pretty close to a bottom. But tell that to the Russians who saw their market plunge more than 20%(!!) just yesterday alone - on top of a 50%+ decline earlier. so a bottom will form between now and mid-november - but it may be right here or it may be 20 or 30 or even 40% lower. who knows for sure? on the other hand, selling has now rotated towards tech after energy and materials in summer.the energy complex is the safest imho now - rich dividends and backed by real, needed assets. technology has a further 40-50% downside risk as those items are usually discretionary stuff that you can at least postpone. and people loosing their jobs, banks starved off cash and corporations with no access to debt financing will postpone software and hardware upgrades as long as possible.i do hope the europeans get their acts together and start lowering rates pretty soon and create a pan-european rescue fund. or else the eurozone's economy will head over the cliff and maybe taking the euro currency with it. which would be no event to cheer because it would inflict another huge round of damages across the world Reply
Volatility
Yahoo Shares Keep Falling: No Deals with Anyone? [view article]
They need to just keep popping out these tech ticker type internet tv shows, with different topics... Seriously, they'd keep building audiences, and ad revenue. I agree with Harrison at minyanville, it's a television network. Im wondering if they should scoop up peoples independent tv internetworks out there already, and integrate w/ Yahoo platform.. But they can't slack, I bet youtube could do the same type thing..and I'm not surprised they're slipping w/recession, but great aspect for future growth, I think atleast. www.distressedvolatili... ReplyYahoo Shares Keep Falling: No Deals with Anyone? [view article]
Maybe long term they are fine without a deal... Reply36 Opportunities for the Beginning of the Bull [view article]
We are almost certainly close to a bottom. Just look at where valuations are. You have to go back 2 decades to find a point where the market multiples of prior year earnings are where we are today. Add to that the corporate balance sheets (except for financials, they are strong); of course the consumer balance sheet is bad as is the governments. I see start of an expansion in early q2 09. Have a look at maxkapital.blogspot.co...; maxkapital.blogspot.co...; maxkapital.blogspot.co.... ReplyWall Street Breakfast: Must-Know News [view article]
Overseas markets and U.S. futures posted unprecedented gains overnight on cross-border measures to halt short sales in financial, and on news Congress is ready to legislate some sort of comprehensive mechanism to help faltering U.S. banks and financial houses purge their sickliest assets. Gold and precious metals tumbled as the recent 'flight-to-safety' motif that boosted gold prices an unheard-of 15% over the past two days lost its shine,Yeah!!! send those greed bastards to us and we'll exploit them! www.greedypeople.com ReplyBargain Basement Stocks [view article]
Invest now and don't be called crazy. Be called smart because you learned how important it was to have an exit strategy in place from the start. You were the smart one because you were then in cash and could take advantage of some of these great opportunities. But you also were smart and realized even when entering a brand new position, you were going to establish that exit point and keep adjusting it to market conditions. Reply3 Stocks That Are Begging To Be Bought [view article]
You can always go long, just be sure you have your exit strategy in place from the start. Otherwise you are like this friend of mine who was proudly strutting his stuff saying how he got in google in the 300's... and when I asked him - did he get out at least in the $680 range ? No .. he was holding on. ouch! Reply36 Opportunities for the Beginning of the Bull [view article]
Love it. The more negative comments I read, the closer I know we really are to a bottom. Reply36 Opportunities for the Beginning of the Bull [view article]
Be greedy when others are fearful and fearful when others are greedy! Reply