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Old 08-11-2005, 08:46 PM   #1
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Default GOOG vs. YHOO

YHOO continues to look great, and GOOG is continuing to have trouble getting some traction.

The Cramester was all hot on GOOG and luke warm on YHOO. GOOG was "best of breed" and YHOO was in 3rd or 4th place.

Now after weeks and weeks of waiting it seems things are the other way around.

Thoughts?

Will GOOG make a come back?

Are there too many law suits against the GOOG?
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Old 08-15-2005, 01:13 PM   #2
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Was I wrong? GOOG is making a come back so far today. Still, YHOO has pretty been steady lately with no back sliding.

The tech sector appears to be mildly strong. MSFT and INTC are now green right this minute. Of course people might try to dump later to catch the spike.

QCOM, QCOM, QCOM...I should have bought more of them a while back. They have been performing nicely.
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Old 08-15-2005, 07:09 PM   #3
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Ouch! GOOG ended up slammed and YHOO is holding up. I should have know when Cramer kept YHOO for his trust and didn't buy GOOG.

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Old 08-16-2005, 06:20 AM   #4
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I think both are good, but Yahoo! is my stock. I think they are "best of breed" when it comes to internet portals. Very encouraging after the stock got hit after it's dissapointing earnings report and just lept back into the mix.
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Old 08-17-2005, 02:37 PM   #5
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YHOO almost seems bullet proof while GOOG is gasping for air.

Thank Dog my YHOO is keeping me in the green

I wonder if there is something psychological going on here. I have seen in the past when stocks don't split and their price stays high people are more timid to get in.

Then again it could be the lawsuits that GOOG is facing over allowing people to use trademark terms that are not theirs to trigger their own advertising. Still, that could go on for years.
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Old 08-18-2005, 12:58 PM   #6
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Once again YHOO is golden. Down day and seems to be hanging in there. The GOOG, Cramer's "best of breed" pick, continues to slip slip slip.
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Old 08-19-2005, 05:26 AM   #7
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I think people really are scared by GOOG's pricetag. I was watching squawkbox I think it was and there were a lot of bears bashing Google for being too expensive. I don't necessarily agree with them on it being expensive but it does LOOK expensive and seems to keep slipping.

I'd rather keep my money away from that drama .
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Old 08-19-2005, 06:57 AM   #8
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Default Goog will run up again

People do not trade while news is pending, as soon as Google annouces what they are doing the stock will be going down, now is the time to buy if you ever want to buy, I do not buy expensive stocks because this money is for college 3 years away... just my take on Google

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Old 08-19-2005, 07:24 PM   #9
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"I don't necessarily agree with them on it being expensive but it does LOOK expensive and seems to keep slipping."

The dog agrees.

I think GOOG would do their investors a favor by having a 3:1 or 4:1 split. Much of this is psychological.

Remember when a company is young you are betting on its future potential more so than anything else. GOOG has lots of room to improve. New markets to go after.

I think GOOG has a lot more up side potential than most companies. I also believe it has some insulation against the coming demographic changes that will be brought on by retiring Baby Boomers.
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Old 08-19-2005, 07:30 PM   #10
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By the way, just because I hammer on Cramer about GOOG at times doesn't mean I don't believe in the GOOG.

But I have to keep it real. The dog says we have to keep asking questions! The dog says we have to question the "experts" and more importantly question ourselves!
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