See here. Their answer seems to be: Not really. The stock has broken through $600 and is headed for $700. Stock is trading at 50x earnings. Even Fred Hickey, notorious curmudgeon, says he doesn't dare short it because the mania is too strong. So what could tip them over? Money quote: "The potential threats, according to industry analysts, fall into three broad categories: those from inside the company, those from rivals, and public policy challenges that could bring regulatory controls and tarnish Google’s reputation and brand."
One factor the Times leaves out: The looming exodus of a lot of very important people who are about to get unlocked, stock-wise. It's all Squirrel Boy talks about these days. And it will be the big story of 2008.
Saturday, October 13, 2007
NY Times asks: Can anything stop Google?
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17 comments:
The only thing that can beat Google is Google.
It can happen.
I think you are right, FSJ, about those whose stocks vest soon. That 50 p/e scares me, too, but until they get around to releasing the googlephone, you can bet pople will buy until it hits 70 p/e. The cell market is huge. Maybe larger than the www. Poeple will start to move furthur and furthur away from the desktop, itself, in the coming years, even more so than what I've seen in the last two years or so. Get there, first, an capitalize on it. That's just the way I see it. Apple has their offering, and while it is cool, if something better comes along...
Google P/E 52.8912
Apple P/E 45.6986
Microsoft P/E 21.0634
Those poor chumps at Microsoft just don't get it. They have crappy software, they lack vision, and their P/E is in the normal range. How boring.
Epic 2015. Have you heard of it?
Hey Jobso, why do you let Eric Schmidt stay on your board when he's just sucking your brain dry to learn about what not to do when he introduces his Google phone?
Maybe Apple and Google could merge. The new name could be 'Goople'.
Another factor might be the economy. Google makes 99% of there money from Ads. If there is a recession, many companies will cut ad budgets first. This could hurt google a lot. A example was all those mortage ads on yahoo with the dancing couple. Well since the housing crisis had happen we don't see those ads anymore. This is why I thing google is making there Gphone, and license office suite.
why stop the google? It's a good searching-enterprise & it's always open to make better competition.
"Poeple will start to move furthur and furthur away from the desktop, itself, in the coming years, even more so than what I've seen in the last two years or so..."
Oh no... this isn't the "network is the computer" Web 3.0 or something is it???
"Google P/E 52.8912
Apple P/E 45.6986
Microsoft P/E 21.0634
Those poor chumps at Microsoft just don't get it. They have crappy software, they lack vision, and their P/E is in the normal range. How boring."
Yeah, think about it. Where would you rather work... Enjoying your job.. have you friggin heard of it???
(though there are horror stories abound for Apple and Google etc.)
At least you won't be involved with the crappy stuff that MS churns out.
I am assuming you were being sarcastic in your post. If not, sorry :)
"Maybe Apple and Google could merge. The new name could be 'Goople'."
The problem is Jerry Yang is like that weird dude that keeps wanting to have a threesome with you and your girlfriend. All while still claiming he's "still very straight..." :-0
The Greater Fool Theory.
Have you heard of it?
Makes me wish I had gotten into the stock game eariler. Then again the higher they are... the harder the fall.
Google P/E 52.8912
Apple P/E 45.6986
Microsoft P/E 21.0634
Humm, in my opinion this shows that Google and possibly Apple are overpriced. There seems to be a large bubble mentality of the stock market at the moment, with the current Web 2.0 services. Remember the billions of dollars/euro in shares being paid out from companies like Google to YouTube, News International to MySpace, and eBay with Skype.
With the current words from like from the co-founder of Skype, Niklas Zennström, say that he thinks eBay has overpaid for Skype. We could see a party like it is 2001/2002.
Only Google can stop Google. In fact, in 2 to 3 years, if all things go right they can surpass Microsoft in market capitalization by reaching $1000 a share.
I think that the one of the only things that could topple Google is them not making some serious move. I mean, all their software is free, and there is only so much that you can make with web apps. Google needs to make a company image and offer things like Maps and Product search as extras in addition to the main things like a operating system, a phone, or something major like that.
Google might be spreading itself too thin. Soon nobody will know what they are really serious about. And the standard home page, even if it is supposed to be simple, has to be updated more than what they just did. Like Ask.com
lots of things could stop google. lots.
yes, the sudden exodus of most of the brain trust after shares vest. also, wall street suddenly turning around and pulling its head outta the black hole and discovering the emporer has no close, and most of the google products never come out of "beta."
(fakey steve-o — you should re-print your post where you talk about how google is peopled with nothing but "geniuses" and "architects" who love starting a concept, but never follow through to completion and go on to their next big, nifty idea)
oh, and all the time wasted by larry, sergei & squirrel on designer 747's, legos and lots of grab-ass parties.
doesn't stop them from being a sweet little part of my portfolio at this point. no-siree-bob. nuttin' wrong with that at all. it's like holding on to the first wife until her looks begin to fade...
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