Google Inc. (GOOG)
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- General Discussion on GOOG
- Johnson & Johnson: The Type of Growth Stock I Favor [view article]
- Cellphone Showdown: Meet the GPhone [view article]
- Five Great Quality Companies: Are They Too Expensive? [view article]
- Apple & Google: A Detailed Comparison [view article]
- Options Trader: Tuesday Outlook [view article]
- Where Is the Online Video Advertising Revenue Going? [view article]
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
- Can Specialized Search Nibble Away at Google? [view article]
- Is Cloud Computing Ready for Prime Time? [view article]
- Where Are We in the Tech Hype Cycle? [view article]
- Amazon vs. EBay: Looking Beyond E-Commerce [view article]
- Google's Android: Beyond Phones, Farther-Reaching Aspirations? [view article]
Recent GOOG Articles
- 4 Technology Providers Ripe for Acquisition
- Google to the Rescue!
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin)
- Apple & Google: A Detailed Comparison
- Options Trader: Tuesday Outlook
- Google-Based "Dream" Phone on Its Way
- Johnson & Johnson: The Type of Growth Stock I Favor
- Cellphone Showdown: Meet the GPhone
- Google: Wi-Fi 2.0 Plan Would Benefit Public -- and Our Bottom Line
- Where Are We in the Tech Hype Cycle?
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Is Apple a Better Stock Than Google? [view article]
Past growth comparison is silly; Apple was significantly undervalued at a time when many thought it wouldn't be a going concern. Why not compare that period of Apple to Google when it was just Brin/Page's paper at Stanford. From an idea to $500/share is infinite growth, which it doesn't take a mathematician to tell you is a lot more impressive than 10-fold growth.Looking forward, they both have tremendous growth potential internationally, hence the high P/E. Perhaps Google has less growth potential, but it also has less competition and better margins. Google has a more attractive PEG ratio.
Instead of this inane debate, why not own both stocks? There are not many companies right now that even have foreseeable growth potential! Reply
Intuit: How To Improve Cloud-Computing Safety [view article]
I don't see what the big ado is all about except maybe assigning insufficient resources to these "clouds." I've used online stock brokers for over 20 years (starting with E-Trade on CompuServe) with hardly a problem. How is cloud computing different from what these online brokers do? Cloud is just a fancy name for client-server architecture on the web.One thing these cloud people should remember is that their pipes have to be as large as storm sewer pipes, they must be able to take the largest surge which also means a lot of idle time most of the time. Lots of resources is the solution which also means that it's not as cheap as you think it might be. Reply
Is Apple a Better Stock Than Google? [view article]
Do these companies have similar capital structures? ReplyIs Apple a Better Stock Than Google? [view article]
I wouldn't brag about :...my friend Paul Kedrosky...". That guy is an Apple basher and has not written positively about Apple. He puts forth unsubstantiated drivel as fact. Hey, well I guess you're judged by the company you keep. Keep up the hard work. ReplyIs Apple a Better Stock Than Google? [view article]
Six months ago, no one would acknowledge that Apple was even growing their computer business. Now, no one can deny it. Apple laptops are sprouting out everywhere like iPod headphones.At their current rate of marketshare growth, Apple could rival Microsoft in desktop share in 18 months. And Microsoft has NOTHING in the cellphone, MP3 player, internet music/video/NOW SOFTWARE!, or RETAIL segment.
Google is a great internet company, but I agree that they are a 'one trick pony' (good trick though) and pretty settled at this main job of internet search. I think Google documents is excellent but I don't see how they will market it besides using advertising (which may be enough, but won't yield the cash MS has milked from Office all these years. Google keeps talking about the gPhone, but I think it will be a huge failure compared to the iPhone which will practically own the market for smartphones by the time the gPhones start to come out. And from the looks of it, the gPhone will be a clunker of a device, next to an iPhone. Music is very important to so many people--who doesn't want iTunes integration with their phone or MP3 player? We shall see.
Mostly, I am glad that Google and Apple get along so well, they both support open standards, and cooperate on many projects. Reply
Is Apple a Better Stock Than Google? [view article]
The internet is still growing rapidly around the world and Google is going to benefit tremendously from that. They expect int'l revenue to grow to 65% of sales (it is currently somewhere around 50%). Not to mention Youtube, which has already had a cultural impact in this country and will continue to grow. Add in Android, their platform for mobile phones and I think that Google has excellent long term prospects. With the types of people that Google hires, they will always be innovating and at the forefrunt of internet revolution. ReplyIs Apple a Better Stock Than Google? [view article]
Google has positioned itself in many different internet and technology areas, but they have yet to find a way to make those profitable. As soon as they discover this, they will surpass Apple, especially if another company is able to disrupt Apple's current products. ReplyEffect
Is Apple a Better Stock Than Google? [view article]
Apple's historical earnings have nothing to do with their future value. That's the point - people realize that the iPhone is yet another monster revenue and profit generator for Apple that is another inflection point in the companies growth. The trend line is not straight, it is turning upwards. With Google, it's the opposite. This is why Apple is worth more, a better company, a better business model, just about a better everything than Google. Google is turning out to be the one trick pony that many feared, and the metrics in that stellar business are headed in the wrong direction. Average cost per click should drop quite a bit over the next couple years. Click through rates should drop. There are chinks in their armor. Apple is just the opposite - they are firing on unprecedented cylindars. ReplyApple's Market Cap Passes Google's, and Other Cocktail Chat [view article]
that will be a kettle one tini with olives and a little salt around the rim---- up and dusty dry please ReplyCramer Interviews Google's Schmidt - and It's Fascinating [view article]
ultimately and probably even nearer-term, he must worry about compressed margins. Goog gives lots off stuff away to scorch the earth just like msft, but eventually that 'cool free stuff' has to pay off. imo, goog has reached the awkward teenage years. it's a huge and important company, no doubt. but it's getting pimples, searching to stay popular and will no doubt overreach its competency (goog phone for instance) to stay that way. too big, folks. too big... ReplyApple's Market Cap Passes Google's, and Other Cocktail Chat [view article]
What I usually do at cocktail parties...zzzzz ReplyOptions Trader: Wednesday Outlook [view article]
it took us (Hong Kong) 4yrs to get back to "normal" from our housing crisis and US subprime mess is looking to drag us down again. for us, we need to pony up at least 30% of cost of flat and mortgage payments cannot exceed 50% of income before we can buy a flat. given almost 250k are loosing their homes every month, when will USA recover? ReplyGoogle's GMail Outage: Another Blow for "The Cloud" [view article]
I think you are failing to put your expectation of reliability in context. Google's GMail is relatively much more reliable than any enterprise system that I have ever encountered. Just because they have a brief, fully recovered bit of downtime for a couple hours every six months does not mean that their product is not a superior alternative to the vast majority of in-house corporate systems. In fact, most corporate email systems have lots of downtime, occasionally fail so that data is lost and deliver a worse user experience the whole time.The bigger problem with cloud computing is trusting these companies with your data, especially if the U.S. government is snooping around whenever they deem it necessary. Reply
Google's GMail Outage: Another Blow for "The Cloud" [view article]
the weathermanhas the answer.hen you have clouds you could have a storm. ReplyGoogle's GMail Outage: Another Blow for "The Cloud" [view article]
kdart -- You should backup your hard-drive constantly. There's no excuse to ever lose more than a few hours's or single day's worth of work due to any crash. So, what if my hard-drive crashes? I pull my last backup off the tape or disk and thank myself for backing-up every day. Of course, restoring an OS may be harder than that, but, relatively speaking, not that hard. Reply