misterdan

2 Comments

    • ON: Wed Apr 16th 22:07 PM
      Commented on:
      Earnings Preview: Will Google Perform?
      Regarding your Tuesday post. It would appear that your contrarian point of view was a whiff (i.e. swing and a miss). I give you credit for at least taking a position that went against the common thought but this time the "experts" pretty much called it right down the line. Up over 8 today and edged up slightly after hours. You do accurately point out some potential bumps in the road (though I would call them pebbles more than bumps) but you need to look at the really big picture. Google has so much untapped potential that it is almost mind-boggling. I like Firefox and use it from time to time but the overwhelming majority of users do not. Catching a few crumbs from Google is not going to threaten it and unless Firefox becomes widely accepted as the new IE (which is about as likely as Hillary Clinton deciding to run as V-P with John McCain) the net effect will be negligeable. Can you provide some evidence that Firefox is "hurting" Google? To me it's like saying that you are going to hurt a wild elephant with a pea-shooter.
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    • ON: Tue Apr 15th 17:09 PM
      Commented on:
      Earnings Preview: Will Google Perform?
      Interesting thoughts but I can't help but sense a bias (not to mention a lot of wishful thinking). So your ad company deals directly with advertisers??? Well, the local bodega sells bread, and the local mom & pop bookstore sells books but I dont think A&P or Barnes & Noble are going to lose any sleep over it. Many competitors have stepped up to the plate on both sides.....and this has been met with.....mostly indifference at best and irrelevance at worst.

      What I take from your article is a tendency to exaggerate small facts that support your position and trivialize huge facts that dont support your position. The increasing popularity of Firefox and their ability to disabling of javascript is not going to cause many sleepless nights at Google largely because the total impact this will have is less than negligible. Finally, Im curious as to how good results and bad results are both going to be good for a short position. "What goes up must come down" is not what I call sound financial advice.

      You are certainly entitled to your opinion but I would caution readers that this is strictly opinion with very little hard fact to back them up. Sorry, but I'm not drinking your Kool-ade but I do wish you the best with your Google-free advertising company!
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