GOOG bubble

Quote from mhashe:

Although it is about to correct short term, imo in the longer run GOOG is actually undervalued. It plans to monetize every nook and cranny of the future ie internet and commerce done on the internet.
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Do you value a company based on what you hope they might be able to do, or what they have actually demonstrated an ability to do? Other than search-based advertising, what "nook and cranny of the future" has GOOG actually monetized?

All the Google buzz and the new widget of the week just distracts from the fact that <i>in terms of revenue</i> they are a one trick pony.

The entry to barrier is actually very high and climbing by the day. Ask MSFT, they know. Even after a concerted push and billions spent, their new search capability is inferior to GOOG's. Not only does GOOG have a superb technological lead, it's sucking up all the greatest computing brains around. Again you can ask MSFT, they know :)
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None of this is a durable barrier to entry. What Google does is absolutely not rocket science. Some of the "greatest computing brains" I know are going to well funded search startups to compete with them. It will take time and I don't think Google will be dethroned as dramatically as Lycos and Alta Vista were, but their profit margins will inevitably be eroded by the competition.

Martin
 
Quote from invaliduser:

Reminds me of the 850$ price targets for QCOM .
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a friend get her IRA account destroyed by QCOM but there is happy ending she bought GOOG and make it all back, good thing come to those who wait patiently.
 
Quote from nkhoi:

a friend get her IRA account destroyed by QCOM but there is happy ending she bought GOOG and make it all back, good thing come to those who wait patiently.
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yup.. thats why you never lose buying stocks $$
 
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