tag:blogger.com,1999:blog-27697009.post116131869684547284..comments2024-02-29T03:21:35.007-08:00Comments on The Great Depression of 2006 : The GoogleiotsJim in San Marcoshttp://www.blogger.com/profile/09435296419912935381noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-27697009.post-1166781991280750632006-12-22T02:06:00.000-08:002006-12-22T02:06:00.000-08:00Nice point of view....I have been starting to read...Nice point of view....<BR/><BR/>I have been starting to read a lot about google's story. It could be good before Google try to grab the Indonesian Internet Market.<BR/><BR/>About the extremely stock raising, I hope, it will not make a case like an EnronGate.<BR/><BR/>Widodo Darojatun<BR/>masjatun@yahoo.comAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-27697009.post-1161895180164302922006-10-26T13:39:00.000-07:002006-10-26T13:39:00.000-07:00More bloated stocks to come before the hard fall.....More bloated stocks to come before the hard fall...new home prices fall the most they have in 35 years today and the Dow is at all time highs...<BR/><BR/>But the world is still apparently watching as the dollar fell and is less willing to give to our fake worth...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-27697009.post-1161714384540006452006-10-24T11:26:00.000-07:002006-10-24T11:26:00.000-07:00Yes, much like a house, stocks can be valued by th...Yes, much like a house, stocks can be valued by the cash flow they throw off... if not an income stream of dividends, using a FCF (Free Cash Flow) model of discounted cash flows is fine.<BR/><BR/>Google is extremely successful at making money with advertising. Their search engine brings people to their site. The only real competition is MSN and Yahoo. The other guys provide a lot more content. In the end, it's all about determining the value of internet advertising. So far, many companies believe it to be worth a lot. The fact that a single company has cornered the market on internet advertising is not surprising... think about how big print advertising is, and how consolidated it has become... on the internet, there is scalability to the mooon.<BR/><BR/>While I don't believe that their business model is long-term sustainable due to barriers to entry, I do believe that they are doing quite well for now. And, people are paying for their success in the stock price.<BR/><BR/>Do I think it is a buy... no, but I wish I had followed my gut when it was $90/share right after the IPO.<BR/><BR/>John DoeChuck Ponzihttps://www.blogger.com/profile/02563190232678709911noreply@blogger.com