Google Inc. (GOOG)

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  • commenter
    Ryan
    McDermott
    Oct 06 11:10 AM
    My Website
    Cloud Computing Requires Infrastructure 2.0 [view article]
    Gregory,

    Well written article. I am sure that there will be new infrastructure challenges presented by the cloud computing roar, but how significant will they be? Any applications that are already on the internet and simply move from a traditional infrastructure to a cloud computing platform should not impact the TCP/IP traffic as a whole. Have you been able to collect any projections on how many new applications will present themselves on the internet as a direct result of the cloud computing wave? I would be extremely interested in any research you may have.

    -Ryan McDermott
    Technology Evangelist
    theenterprisecloud.com
    Reply
  • commenter
    MSFTDONTNEED
    YAHOO
    Oct 06 10:01 AM
    My Website
    Google Phone: "Dream Phone" Might Be a Little Strong [view article]
    Take my word for it . You will regret buying one. Its not even close to iphone!!Alot of bugs and glitches!!! Reply
  • commenter
    MSFTDONTNEED
    YAHOO
    Oct 06 10:00 AM
    My Website
    Google Phone: "Dream Phone" Might Be a Little Strong [view article]
    G PHONE SUX Reply
  • commenter
    Mountain
    Fist
    Oct 06 09:39 AM
    36 Opportunities for the Beginning of the Bull [view article]
    Bill, I generally enjoy your analysis and articles. I believe in buying when others everybody is selling. I completely disagree that this a time to buy stocks denominated in US dollars. The foreign markets will be buyable long before this country is. We may see another 40-60% drop in valuations in this country before anything resembling a long term bull market happens in this country. This country has to undergo a fundamental change in the way it's people think before the markets will go up meaningfully again. In my opinion, that is years away, not happening now.

    Not catching this falling knife, I am out and in cash. There will be other ways to make money, but it won't be by going long stocks denominated in US dollars. I'll look to buy in the next 5 years or so, but we've got a LOT more downside to go.     Reply
  • commenter
    Pretzel
    Logic
    Oct 06 07:21 AM
    36 Opportunities for the Beginning of the Bull [view article]
    There are problems with trying to catch falling knives at this point.

    1) The markets are overly unstable, as the 300-700 daily point swings illustrate. We run the real risk of a crash.

    2) The fundemental conditions are not anything most of us have seen in our lifetimes. Maybe everyone is RIGHT to be fearful. Contrarian indicators generally only work to confirm other indicators. They are virtually useless on their own, because the levels of bullish/bearishness are all relative. As an example: It may seem high when 50% of the people are bearish, relative to the 20% who were 2 months ago... but it will turn out that 98% will be bearish at the REAL bottom -- which makes the 50% seem low. There's just no way to know where you are in that cycle, except by hindsight.

    3) There is a risk of systemic meltdown. This would obviously be exceedingly bearish.

    4) The hedge funds are facing extremely high redemptions, and may be forced to continue selling.

    5) The market anticipates the future. The future 6-9 months ahead looks worse, not better.

    All in all, I have considered trying to bottom pick, but decided against it. Bottom picking implies a bottom -- and I'm not convinced we're there yet. Stocks are still not cheap by historical standards.

    I would rather miss the exact bottom by a few percent than be way too early and lose dozens of percent.     Reply
  • commenter
    Cheap
    Charley
    Oct 06 06:13 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    I am all in, I had 25% in cash and spent it all last week. I bought GE when it dropped nearly 10% now it looks to open down another 1%. I cannot help but wonder what people are thinking? GE has capitol problems sure but they are also set to rock with a sizable presence in wind turbines. The next time that oil goes up this one will too. It is a good bet that if the Democrats win in Nov that Alt Energy will be a major agenda item for the new administration. Reply
  • commenter
    Pipo
    Oct 06 06:05 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Jim Rogers has said that water treatment stocks and agriculture was the way to go for the next bull run.

    Read his latest interview at: jimrogers-investments....     Reply
  • commenter
    Christian11
    Oct 06 04:25 AM
    My Website
    The Great Firewall of China Faces Challenge During Olympics [view article]
    Go China! Reply
  • commenter
    Matt
    Blackman
    Oct 06 02:02 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Cara;
    You and all the other analysts I've heard labeling this an excellent or 'once in a generational time' to buy may be right. But given the trend we are in there is a greater chance you and they are wrong. (Trends reverse when a force greater than what is pushing them down exerts an upward force). Such major trend reversals do not happen often especially considering that the bailout attempts are now having a diminishing effect (see tradesystemguru.com/co... ). Our debt situation ( tradesystemguru.com/co... ) doesn't help....     Reply
  • commenter
    jrs87sch
    Oct 06 01:13 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    I think a lot of these stocks are good picks, but I think Apple (AAPL) should be added to tech stocks.

    The price may have dropped quite a bit from its high, but Apple still has a long way to go in gaining market share in computer sales, which is their most profitable product type. Also, they will continue to innovate. Apple is really a great all around company that you can buy for relatively cheap now.     Reply
  • commenter
    Curbs-In
    Oct 06 12:07 AM
    36 Opportunities for the Beginning of the Bull [view article]
    John Pseudonym

    I think there are a lot of people who will be choking on their optimism in a few days... Or I'd like to know what's in that glass their drinking... :-)

    Asia is tanking, even after the bailout and fingers are pointing now at Congress for screwing things up. A $700 billion bailout that didn't even get an up tick.

    Soup lines... I don't know what it's like where you are, but I've already heard of suicides that are believed to be related to these financial problems in the United States and overseas.

    Anyhow, I do think energy stocks are the best bet of the group since many are involved in alternatives and hybrid sources... But all of them long, as this may turn out to be a decade or more correction. (sorry those of you in the instant gratification generation -- how we got here in the first place).

     Reply
  • commenter
    heball
    Oct 05 11:52 PM
    Bargain Basement Stocks [view article]
    In addition to GS, let's not forget Warren stuffed some candy into CEG as well. CEG Book Value p.s. of $36.17 currently trading at $28.62 just last January was trading $101.91. There are some strong companies out there, there are some big boys with $$ in Operating Cash Flow and Levered Free Cash with strong dividend yields. No crystal ball here, but with a little home work, you'll find the market agrees, people need utilities, food, and medicine. Not to mention a little toothpaste and mouthwash in the morning don't hurt either. Reply
  • commenter
    Jeff In
    Dallas
    Oct 05 11:39 PM
    Complete Web Browsing On Your Cell Phone? Not Yet [view article]
    I completely agree with the author. The mobile web is still has a long way to go. The data speed and processors are too slow, the display is too small, and the input devices are inadequate.

    And as a Web User I don't care if Flash is a formal web standard. I expect my device to handle it. No Flash is a deal breaker for me for any web browsing device. No Flash, No Thanks. I'll browse elsewhere and get the full experience.     Reply
  • commenter
    Tom B
    Oct 05 11:22 PM
    Google Phone: "Dream Phone" Might Be a Little Strong [view article]
    It's ludicrous to compare this beast to the iPhone, but it could further demolish c**p, like anything running Windows Mobile. But who cares? Google's place in the world is search/advertising; this effort will NOT substantively add to GOOG's bottom line. And it doesn't matter; GOOG remains a buy , imo, particularly with all this bank-crisis panic selling going on. Reply
  • commenter
    Jase
    Oct 05 11:15 PM
    3 Stocks That Are Begging To Be Bought [view article]
    Sorry mate, I'm of the opinion that you've severely underestimated the severity of the conditions of the overall market. Apple isn't a buy until it reaches $45 to $50. Google is a buy at $130 to $150. And Priceline will dump another 40 to 50%, at least, from current levels. All continue to be short candidates. The market has been using these as stores of value within their portfolio for years. As the market continues unwind and convert to cash, these marquee names are the first to be liquidated. There are an abundance of sellers at the moment. Don't believe me? Let's talk in a month.
     Reply
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