http://gigaom.com/2006/01/09/google-600-2000-4000/ Trusted Insights and Conversations on the Next Wave of Technology Wed, 25 Nov 2009 19:43:09 +0000 http://wordpress.com/ hourly 1 http://gigaom.com/2006/01/09/google-600-2000-4000/#comment-41398 My Stuff Thu, 12 Jan 2006 07:01:10 +0000 http://gigaom.wordpress.com/2006/01/09/google-600-2000-4000/#comment-41398 <p>[...] Posted on January 9th, 2006 — 2 Comments » No Comments so far Leave a comment Line and paragraph breaks automatic, e-mail address never displayed, HTML allowed: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong> [...]</p> [...] Posted on January 9th, 2006 — 2 Comments » No Comments so far Leave a comment Line and paragraph breaks automatic, e-mail address never displayed, HTML allowed: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong> [...]

]]> http://gigaom.com/2006/01/09/google-600-2000-4000/#comment-41397 wireless Tue, 10 Jan 2006 02:48:38 +0000 http://gigaom.wordpress.com/2006/01/09/google-600-2000-4000/#comment-41397 <p>The ironic thing is that these same proclamations of bubble redux were being made at the IPO, which in retrospect was ridiculously UNDERpriced. Even now, just using consensus street estimates, Yahoo is more expensive than Google at 57x '06 EPS compared to Google's 54x. Hell, Amazon is trading at 52x! Rarely are articles written or comments made about how "expensive" these stocks are and yet Google is growing 3-4x faster than both with MUCH higher margins. This is how money is made on Wall Street when it is "obvious" to everyone that a stock is too expensive chances are its too cheap.</p> The ironic thing is that these same proclamations of bubble redux were being made at the IPO, which in retrospect was ridiculously UNDERpriced. Even now, just using consensus street estimates, Yahoo is more expensive than Google at 57x ‘06 EPS compared to Google’s 54x. Hell, Amazon is trading at 52x! Rarely are articles written or comments made about how “expensive” these stocks are and yet Google is growing 3-4x faster than both with MUCH higher margins. This is how money is made on Wall Street when it is “obvious” to everyone that a stock is too expensive chances are its too cheap.

]]> http://gigaom.com/2006/01/09/google-600-2000-4000/#comment-41375 My Random ThoughtSpot » Blog Archive » GOOG $600, $2000 ???????? Mon, 09 Jan 2006 23:36:31 +0000 http://gigaom.wordpress.com/2006/01/09/google-600-2000-4000/#comment-41375 <p>[...] On the very first thought of GOOG hitting $2000 seems unreasonable, but $600 seems to be a conservative target going by the numbers and could be revised upwards after Q2 2006. Investor data suggests that their diluted EPS was 0.41 for 2003, 1.46 for 2004 and 5.89(Expected) for 2005. It is very likely that Googlers will beat analysts expectations of 1.97 for Q1-2006 but I don’t get the riddle on why Larry and Sergey are constitently liquidating their GOOG holdings. [...]</p> [...] On the very first thought of GOOG hitting $2000 seems unreasonable, but $600 seems to be a conservative target going by the numbers and could be revised upwards after Q2 2006. Investor data suggests that their diluted EPS was 0.41 for 2003, 1.46 for 2004 and 5.89(Expected) for 2005. It is very likely that Googlers will beat analysts expectations of 1.97 for Q1-2006 but I don’t get the riddle on why Larry and Sergey are constitently liquidating their GOOG holdings. [...]

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