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GOOG grows up
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rffrydr
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PostPosted: Fri Feb 01, 2008 11:24 pm    Post subject: Reply with quote

A compounding of failures, SocGen, Rio, Yahoo: is this the source of the next leg up?

http://www.nytimes.com/2008/02/02/technology/02soft.html?_r=1&hp&oref=slogin

Right now it's the weight of money on the first month of the first quarter turn. The market is short and still waiting for a "retest." I'm waiting for a retest too.
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rffrydr
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PostPosted: Sat Feb 23, 2008 10:15 am    Post subject: Reply with quote

Taking on our medical records. This could really imperil the "Do No Evil" mantra if things out of their control don't go as expected:


http://www.tmcnet.com/viewette.aspx?u=http%3a%2f%2fwww.tmcnet.com%2fcomsol%2farticles%2f21396-cleveland-clinic-collaborates-with-google.htm
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rffrydr
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PostPosted: Thu Mar 13, 2008 12:29 pm    Post subject: Reply with quote

I read today that there has never been an open market purchase by Insiders. Now, when its dropping, this becomes a surpirse.
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rffrydr
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PostPosted: Thu Mar 20, 2008 8:28 am    Post subject: Reply with quote

The phone expansion continues.

http://www.reuters.com/article/internetNews/idUSN1824958820080319
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joe0528
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PostPosted: Thu Mar 20, 2008 8:47 am    Post subject: Reply with quote

I am investing in Google with the belief that it's going to be the Microsoft for mobile phone (device) since I think it's a brilliant move in bringing up Android to form the biggest open-source community for mobile phone.
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rffrydr
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PostPosted: Thu Mar 20, 2008 1:45 pm    Post subject: Reply with quote

I think so too. But right now it's just a liquidating momentum play as money rallies back to core investment themes.
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rffrydr
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PostPosted: Mon Mar 24, 2008 8:13 am    Post subject: Reply with quote

What The Goog did and did not get from the spectrum auction:

http://www.informationweek.com/blog/main/archives/2008/03/so_did_google_w.html
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HenryTo
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PostPosted: Thu Apr 17, 2008 3:17 pm    Post subject: Reply with quote

The outperformance in growth stocks continues. GOOG now up 17% in AH trading:

http://www.cnbc.com/id/24187170/site/14081545?__source=yahoo%7Cheadline%7Cquote%7Ctext%7C&par=yahoo

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A word on all the cautionary market research that's been grabbing headlines in recent months, helping depress Google shares to multi-year lows and creating a hovering black cloud above this company and its prospects. Much of this chatter comes from market research firm comScore, which as I've detailed in earlier posts, has had to retract some of its data.

And its finding are routinely questioned by so many analysts on Wall Street; but because it's really the only game in town when it comes to measuring paid clicks and click-throughs, many investors consider its results when figuring out where Google is headed.

I'm not going to slam comScore. There is a slowdown in clicks and paid clicks, growing at 20 percent this past quarter, paced a little slower than some on the Street hoped to see. Not the fall-off-a-cliff drop in business; a slight slowing.

So, I will just offer up the facts: comScore is tracking what it says is a marked slowdown in Google's business. Google not only met expectations, or even slightly beat them, but absolutely crushed expectations. "Data" suggesting a slowdown, versus Google's own earnings report showing something dramatically, completely different. 'Nuff said.
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HenryTo
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PostPosted: Sat May 17, 2008 1:09 am    Post subject: Reply with quote

DailyTech on turnover at Google - and its need to "grow up":

http://www.dailytech.com/article.aspx?newsid=11794
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HenryTo
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PostPosted: Wed Jun 04, 2008 12:10 am    Post subject: Reply with quote

Google Health debuts - you'd think that this would've been implemented by a company like UnitedHealth or Wellpoint, but no:

http://www.technologyreview.com/Infotech/20823/?nlid=1123

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Currently, anyone with a Google account can access the service, now in beta testing. To the average user, the beta service offers some convenient features, like the ability to enter your own medical information or search your prescription history with a few big pharmacies. But it is among patients at networked hospitals--like Beth Israel Deaconess Medical Center, in Boston--that Google Health will prove whether it can truly live up to the hype.

On May 20, Beth Israel Deaconess officially joined the Cleveland Clinic and a handful of pharmacies, labs, and other health businesses as Google's first partners in the new service. If Google Health succeeds at Beth Israel Deaconess, this may forecast whether patients are willing to trust their health information to large personal health record (PHR) providers, and it may hint at how Google Health and similar services might impact medical care in the future.

"I have a strong belief that patients should be the stewards of their own medical data," says John Halamka, chief information officer at Beth Israel Deaconess, who also chairs the national Health Information Technology Standards Panel and sits on Google Health's advisory council.
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lewie2004
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PostPosted: Thu Jul 17, 2008 1:19 pm    Post subject: Reply with quote

anyone beside me like google ahead of earnings this evening?
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lewie2004
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PostPosted: Thu Jul 17, 2008 2:02 pm    Post subject: Reply with quote

ooops. I'll go crawl back under my rock.....
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HenryTo
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PostPosted: Thu Jul 17, 2008 11:28 pm    Post subject: Reply with quote

Google launches "Lively" - a 3D chat application aimed at the consumer market:

http://www.technologyreview.com/article/21100/?nlid=1217

http://www.lively.com/html/landing.html
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HenryTo
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PostPosted: Thu Aug 21, 2008 2:19 am    Post subject: Reply with quote

Motley Fool on Google's plans at the Democratic National Convention and its implications for "traditional" media:

http://www.fool.com/investing/high-growth/2008/08/20/is-google-the-new-media-mogul.aspx
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rffrydr
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PostPosted: Thu Aug 21, 2008 9:56 am    Post subject: Reply with quote

All that good will (energy) right under our nose (feet):


http://www.sciam.com/article.cfm?id=google-invests-in-geothermal
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