stupid people in groups
Microsoft:
valued at $230 Bn
revenues of $50 Bn
profits of $14 Bn
p/e: 17, forward 14.
ratio of price to projected 5 year growth rate (PEG): 1.31
- Just spent all of its cash ($44 Bn) acquiring a company that is basically crap and has flat growth. Yahoo PEG 2.7 (!), earns 600M on 7Bn in revenue. Yahoo p/e is something like 80.
Google:
valued at $155 Bn
revenues of $17 Bn
profits of $4Bn
P/E: 38, forward 19.7
PEG: .74 !!!
thoughtful questions:
- which one bought youtube?
- which one bought yahoo?
- which of those do you use more?
- Which company makes Vista? How are mac sales in the last five years, again? How about the adoption of linux?
- Which company do you use every day? Which company do you hate? Which company do all the computer people hate?
- which company is the "smart" one? that seems to understand issues like open source, DRM, user experience, innovation, etc?
- which seems more likely to double its revenues and profits in the next 10 years & beyond?
google is so frikkin cheap. i'll buy a beer for anyone who can convince me otherwise. if only my bull put spreads got filled!
valued at $230 Bn
revenues of $50 Bn
profits of $14 Bn
p/e: 17, forward 14.
ratio of price to projected 5 year growth rate (PEG): 1.31
- Just spent all of its cash ($44 Bn) acquiring a company that is basically crap and has flat growth. Yahoo PEG 2.7 (!), earns 600M on 7Bn in revenue. Yahoo p/e is something like 80.
Google:
valued at $155 Bn
revenues of $17 Bn
profits of $4Bn
P/E: 38, forward 19.7
PEG: .74 !!!
thoughtful questions:
- which one bought youtube?
- which one bought yahoo?
- which of those do you use more?
- Which company makes Vista? How are mac sales in the last five years, again? How about the adoption of linux?
- Which company do you use every day? Which company do you hate? Which company do all the computer people hate?
- which company is the "smart" one? that seems to understand issues like open source, DRM, user experience, innovation, etc?
- which seems more likely to double its revenues and profits in the next 10 years & beyond?
google is so frikkin cheap. i'll buy a beer for anyone who can convince me otherwise. if only my bull put spreads got filled!