coyotebait

The Strategic Threats Facing Google

Interesting speculations on the darkside of Google, but the sky isn't falling ...yet.

Soooooo, are they a fat sitting duck - or are a nimble-footed moving target, capable of monetizing their considerable assets to an even higher level?

Agreed, they act like the duck, but have the critical mass to continue to lead.

CHOMPS,

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Why It's a Good Time to Buy Google

Faisal,

Too right.

If you can't buy Google at this level, you shouldn't be buying anything but gold (or Akamai?).

The soon-to-be ubiquitous global utility we call the Internet is essential to recovery; Internet advertising is essential to nearly all would-be survivors of the crunch, a place where Google Search is, for the foreseeable future, the undethronable king.

In the recovery era of the Great Depression, GM and Ford never looked so good. Then recovery was the industrial revolution fueled by the productivity of the production-line; today's recovery will depend upon the technological revolution, to be fueled by the productivity of the Internet to reach people instantaneously with whatever good or services a company wants to sell. ...Google is a screaming buy.

Disclosure: Long GOOG and AKAM. Looking to accumulate AMZN and AAPL (and gold) on weakness.

CHOMPS,

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Google Ventures Ready to Launch: Not the Best Use of Capital

Erick,

Well said.

That said, now looks like an unusually good time to be starting up a venture fund, if you have an enormous excess of cash, in the face of the incredible inflation we are about to see. ...Maybe they would be better off buying gold?

Only time will tell, whether Google's gambling instincts are more productive to shareholder value than the responsibility to reward shareholders with dividends.

CHOMPS,

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Could Facebook Surpass Google One Day?

Julia,

Nice, very nice. You are as clever as you are beautiful.

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What Are Analysts Saying About eBay's Analyst Day?

Tony moroni,

What are you smoking?

CHOMPS,

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What Are Analysts Saying About eBay's Analyst Day?

Dear Mr. or Miss Bob C,

There is nothing more "hubristic" than hate.

It takes a self-destructive moron to hate.

Good luck.

CHOMPS,

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What Are Analysts Saying About eBay's Analyst Day?

eBAY-haters UNITED!

It's tiresome to keep reading these ridiculously one-sided SLANTED OPINIONS, that refuse to deal with the numbers (aka VALUATION).

YADA, yada, yada ...YAWN...

CHOMP,

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Long Google, Again

When Eric Schmitt says things are pretty bad "out there" he means outside his inner circle of greedy pigs that have just dipped into the rich coffers of the company for millions in bonuses. Shareholders are locked in the mushroom closet (suckers only need apply).

WHAT A DOUBLE-TALKING PUTZ.
CHOMPDATCHUMP,

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Should Google Be Paying a Dividend?

How much of that $20 Billion may be needed for future acquisition is the issue. With the sheer size and growth potential of the global Internet, at this point no one knows.

That said, corporate management of many companies and their Boards of Directors are raiding their treasuries to enrich themselves with their own versions of "dividending."

The #1 enemy of Wall Street today is top-level management personal greed. And enormous cash reserves give them comfort to know, for them, the candy will never run out. Imho, it is obscene for anyone to make more than $1 Million a year, bonuses not to exceed same. For a company with public shareholders, it is shameful.

...Shareholders foot the bill and tolerate continual perpetual dilution from stock options, in the futile hope of preserving or growing their hard-earned cash, many retirees in dire straits, and we have to dodge hedgefund managers and all manner of short-term sharks in the bargain. And how do we do that from the played out, over-harvested, mushroom bin corporate mangement keeps us in? ...How can a shareholder feel anything but fleeced?

A shout out to Eric for a heads up article.

CHOMPS,

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China Bulls Dream of Net Stimulus

A major concern about China's economic "stimulus" efforts (as stated by a Chinese entrepreneur last week, interviewed on CNBC), is the corruption within the Chinese government, that he says is even worse than that in the USA!!! IOW, the majority of the money gets shared among the top, leaving only a trickle for the well-stated, but underserved, economic objectives. ...Sounds like the USA's education system, where the top gets over 2/3 of the money and the front-line teachers and students get the leftover crumbs, federal, state, and local.

CHOMPS,

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China Data Indicating an Upturn Ahead

A major concern about China's economic "stimulus" efforts (as stated by a Chinese entrepreneur last week, interviewed on CNBC), is the corruption within the Chinese government, that he says is even worse than that in the USA!!! IOW, the majority of the money gets shared among the top, leaving only a trickle for the well-stated, but underserved, economic objectives. ...Sounds like the USA's education system, where the top gets over 2/3 of the money and the front-line teachers and students get the leftover crumbs, federal, state, and local.

CHOMP,

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eBay to Hold Analyst/Investor Day: Ten Questions to Ask Them

Yada yada yada. So eBay is holding a meeting for nada? ...Chirp on all ye scorned embittered half-empty fools. You won't know until you know. And then it will be too late. ...Give the chimps a chance.

CHOMPS,

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Google, Yahoo Estimates Cut on Online Ad Weakness

In a lame attempt to seem relevant, Quarles announces her mathematically precise EPS *GUESS* on Google's earnings - a decline of $0.60 on an estimate of $23.75. Does anyone care to figure what percentage that is? Or why anyone should waste time reading this ANAL-yst's opinion on anything ever again?

Please, Eric. Your reader deserve better.

CHOMP,

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Google Shocker: We Are Not Immune to the Economy

Too Right.

CHOMPS,

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Microsoft vs. Google: Battle of Epic Proportions

"Goliath vs. Goliath!"

Well put, in the context of a very interesting article. ...I agree with your scorecard, with one slight adjustment. While MSFT's monopoly-exposure is real because their "product" is capable of holding its users hostage - GOOG's "product" is one of user-choice, and always will be. No one is forced to use GOOG's Search, they choose it because it is clearly superior to the other choices available.

CHOMPS,

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