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#1
11-26-2007, 09:57 PM
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Re: when to sell GOOG?
IMO goog isnt that great
They have hired a crap ton of people that do who knows what, they release a ton of 'products', but the only one that has caught on is search ( perhaps gmail too ). Google search was revolutionary at its time, but now it is not noticeably better than yahoo or ask.com, of course everybody uses google tho out of habit so that is worth something, but who knows when the next grad student will come along and revolutionize search again and google will be left behind. Also Text ads are overrated imo, seriously, I think a large % of clicks on these are accidents or scams. I think it's prospects for growth in no way justify a 60 PE, but whether to sell or not i dont know, its hard to predict the crowd 
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#2
11-26-2007, 10:02 PM
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Re: when to sell GOOG?
[ QUOTE ]
Also Text ads are overrated imo, seriously, I think a large % of clicks on these are accidents or scams. [/ QUOTE ] Click fraud is rampant on all search engines. I think the new trend will be cost per action where the advertiser pays a fee after a certain action takes place, i.e. submitting email address or purchasing an item.
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#3
11-27-2007, 01:12 AM
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Re: when to sell GOOG?
some of you guys have a cursory if not ill-informed concept of google's business model...
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#4
11-27-2007, 01:16 AM
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Re: when to sell GOOG?
[ QUOTE ]
some of you guys have a cursory if not ill-informed concept of google's business model... [/ QUOTE ] just responding to his comment about click fraud, not about google's business model. stock has been a monster, no question about it.
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#5
11-27-2007, 03:05 AM
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Re: when to sell GOOG?
[ QUOTE ]
some of you guys have a cursory if not ill-informed concept of google's business model... [/ QUOTE ] inform me
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#6
11-27-2007, 01:06 PM
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Re: when to sell GOOG?
[ QUOTE ]
[ QUOTE ] some of you guys have a cursory if not ill-informed concept of google's business model... [/ QUOTE ] inform me [/ QUOTE ] Google makes its money selling advertising alongside its search results. They spend a bunch of money investing in other related and unrelated new technologies and products that have been lackluster in the market. There is no evidence that that paradigm is changing, regardless of how many Googlers they add ot the Googleplex to Google away. Their advertising business is huge and growing, but it is also becoming better defined. We are a big advertiser in our particular space and we've seen advertising costs rise significantly over the last few years - which is all just additional cash going from us to Google. However, more recently, the increases have slowed as our particular slice of the web advertising world stabilizes. Google will continue to grow its revenues in our slice, but I don't expect that growth to be as meteoric as it has been in the past. No idea if what's true in our market is true in others, but nothing grows to the sky. No even Google.
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#7
11-27-2007, 01:35 AM
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Re: when to sell GOOG?
[ QUOTE ]
IMO goog isnt that great They have hired a crap ton of people that do who knows what, they release a ton of 'products', but the only one that has caught on is search ( perhaps gmail too ). Google search was revolutionary at its time, but now it is not noticeably better than yahoo or ask.com, of course everybody uses google tho out of habit so that is worth something, but who knows when the next grad student will come along and revolutionize search again and google will be left behind. Also Text ads are overrated imo, seriously, I think a large % of clicks on these are accidents or scams. I think it's prospects for growth in no way justify a 60 PE, but whether to sell or not i dont know, its hard to predict the crowd [/ QUOTE ] Good post. Another poster said that google is basically the Microsoft of the web. IMO, the difference between the two is that it's bigger deal for us non-techies to change Operating Systems as opposed to seach engines. If Google disappeared tomorrow, I'd just go to another search engine and type into that box.
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#8
11-27-2007, 01:53 AM
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Re: when to sell GOOG?
you do know that even though advertisers on google get roughly 3-4% CONVERSION rate on their clicks, they (as advertisers) still make money?
Google probably has the BEST traffic out there (and the most as well). The only thing driving advertisers away is the bid price competition makes it expensive to advertise on google. just my opinion, but i dont see google slowing down for a LONG time. A huge amount of advertising money is moving to the internet, and google will get a huge chunk of that every year.
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#9
11-27-2007, 02:37 AM
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Re: when to sell GOOG?
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Hybrid Mode
