Google Inc. (GOOG)

All Comments on GOOG

  • commenter
    Oct 12 07:07 AM
    Was Friday's Rally Just a Hedge Fund Short Squeeze? [view article]
    In this Wizard of Oz world of trading,the absence of specialist to calm specific issues is very telling...who knows who is pushing the buttons.. Reply
  • commenter
    Oct 12 02:12 AM
    Yahoo vs. Tech Stocks: Sad Snapshot [view article]
    chuck, you're forgetting that yhoo has split several times since 98.

    split adusted, yhoo was trading around 4/5 in 2001-02. its up almost 200% since the 2001-2 bear market.
    Reply
  • commenter
    Oct 11 11:15 PM
    My Website
    60% of Google Employee Stock Options Are Drowning [view article]
    The true believers will stay at Google. Google could issue new stock options that are not underwater. Any of the major insiders at Google buying or are they selling? Employees will look at that. I worked for a company where insiders were still selling boatloads when price was way down. So basically they are saying the company won't do better. Reply
  • commenter
    Oct 11 04:15 PM
    Web Ad Revs Up 15.2% in First Half [view article]
    The first half looked like we might have seen a leveling off with a possible uptrend... The market has tanked since then and aside from a probable bounce will likely continue to drop along with the economy. Is it likely that web-ads will continue to grow?

    jegan
    Reply
  • commenter
    Oct 11 10:24 AM
    Another Dumb Idea From Google [view article]
    Google wants to compete with MSFT in the business application marketpace with Google Apps (GA) and Google Message Security (GMS).

    GMS, the former Postini, is a formitable, reliable, safe, and secure email security service that boasts business users such as Starbucks, UBS, Merrill Lynch and tens of thousands of small and large businesses.

    GA wants to compete with MSFT in word processing, spreadsheet, and collaboration. Here, GA has zero value as well over 90% of organizations who actually use GA use the FREE version.

    GA is a nice thought, but is marketed by a Google division that is run by a bunch of preppy looking and slick talking dudes who have no idea what customers want as they never talk with their business or channel partners.
    Reply
  • commenter
    Oct 11 09:20 AM
    Another Dumb Idea From Google [view article]
    I agree with the author. This is a stupid idea. The point is not that Google should stop innovating, the point is that there are far bigger problems on the Internet to solve that someone sending drunk e-mails.

    The honeymoon is over. Google stock is way down for the first time and the company is going to get a big injection of shareholder scrutiny until they are back over 500. Look for some of those over the top benefits to go away soon as the "shareholder value" engine starts up!
    Reply
  • commenter
    Oct 11 03:02 AM
    3 Stocks That Are Begging To Be Bought [view article]
    I like TXN, been nibbling here. Dominant, no debt. Just my opinion. Reply
  • commenter
    Oct 11 12:52 AM
    My Website
    60% of Google Employee Stock Options Are Drowning [view article]
    This is:
    -an anachronistic article (SEEN THE PERFORMANCE OF STOCKS LATELY?)
    -making specious conclusions (EMPLOYEES LEAVE TO GO WHERE?)
    -based on incomplete information (TSOs ANYONE?).
    Reply
  • commenter
    Oct 11 12:24 AM
    My Website
    Google: Android Skepticism, Plunging Stock [view article]
    A lot of people in New York do not get Google's business investments; a fund manager on CNBC once questioned why having your own browzer helped Google?

    Google operates in a chaotic, hyper-dynamic and nebulous domain. The domain is unique because the distribution, marketing and support costs are significantly less than traditional businesses, even traditional software businesses.

    This gives Google the luxury to run a thousand R&D experiments, and expose some of them to the public, with very little incremental cost after the initial development effort. Even if the experiment goes nowhere, it often generates enough ad revenues to justify the investment. But perhaps more significant, by becoming one of the players, Google develops a significantly better understanding of that particular niche. As a result, Google reduces the chance of missing the Next Big Thing; further it gives them the insight on how to monetize that particular domain with their core offering.

    The conversion from cell-phones to smart-phones is still in an early phase which opens up opportunities for 2nd-tier hardware vendors to get a leg in. MacOS, and Linux have shown that even in a Windows world, other OSes' too can thrive. Android will never dominate the market; however it will find a place in open-source mobile OSes.
    Reply
  • commenter
    Oct 10 10:54 PM
    60% of Google Employee Stock Options Are Drowning [view article]
    The options are not worthless. Due to the TSO program (Transferrable Stock Option), Google employee could sell stock options, even underwater, to institutional investors. Reply
  • commenter
    Oct 10 04:57 PM
    My Website
    Cloud Computing Requires Infrastructure 2.0 [view article]
    Ryan: Thansk for the comment and question. I think the best example would be Google Chrome pre-fetching and its impact on DNS.

    blog.chromium.org/2008...

    Thx
    Greg
    Reply
  • commenter
    Oct 10 04:49 PM
    My Website
    60% of Google Employee Stock Options Are Drowning [view article]
    Another point is that in this downturn, people going to try to save more and spend less! Consumer will be doing more research to find better and cheaper deals which they must buy! Guess what which tool is best to do this? Internet! And that is where Google has their strong foot!

    In such situations companies like Walmart, Coke do survive and I think Google will become one of them and will survive this massive downturn. Another reason to people join Google or not leave Google!! Need stable job guys and gals!

    Of course there is no doubt that Google's advertising revenue will go down but NOT to zero! They will be still profitable!
    Reply
  • commenter
    Oct 10 03:26 PM
    Jim Cramer's 10 Predictions for 2008 [view article]
    there are no heroes. i thought this was a joke when he did it. i was right. but i really thought he knew it was a joke. ohwell, he could stil be right about the angry mortgage holders, and he is right about birdbrainnke. Reply
  • commenter
    Oct 10 03:22 PM
    60% of Google Employee Stock Options Are Drowning [view article]
    This is one of the silliest things I've ever read. By all accounts, google is of if not the best place in the valley to work from the perspective of working environment, interesting projects, empowerments, benefits, etc....

    Secondly, for the engineers that I know, half their equity stake was granted as non-statuatory options but the other half was a straight stock grant that they vest into over 4 years. That part has to go to ZERO to be worthless.

    Thirdly, google, unlike other companies provides a market for employees to sell their interest in vested options, so even out of the money options are still valued by time value.

    Finally, your telling me that an employee that's doing interesting work in an extremely unstable economy working for one of the most profitable stable companies in the valley is going to voluntarily abandon that?

    Yeah, well I have a bride to nowhere to sell you, too.
    Reply
  • commenter
    Oct 10 03:02 PM
    60% of Google Employee Stock Options Are Drowning [view article]
    And your point is? Reply