[longOnUranus]

Just thought I'd start a topic, as the circus begins...

IMHO:

1) Google insiders are SCARED TO DEATH, hoping they've hired the investment banker(s) with the best lawyers

2) What happens when 50% of NAS $ goes to one stock on a given day? --the rest of the market goes down

3) The real Google market will start several months after the IPO, when insiders can begin selling (I doubt they do, at least until they get on the NAS100. Or the Dow).

4) Think they'll dual list (NYSE/NAS)

5) Will consider longing "competitors" - expecting several upstart IPO's which will offer much more bang for the buck

Just some quick thoughts after reading some investment advice

[constantpated]

18 months after IPO, and on the eve of potential purchases of AOL, Google appears to be in a curious and challenging cash position.

I took the liberty to summarize the op cash back to 2004. They appear to be issuing stock in order to sustain their cash requirements.

These freebies they're offering, on top of the apparent peak in price with thinning volume, IMO is not a good sign on the eve of this potential acquisition.

I wonder if we might look forward to some potential honey pots.

[constantpated]

Look at the opcash:

- $624K [45% of revenues, Jun05] to
- $646K [41% of revenues, Sep 05].

The "op cash growth" is actually a problem: The revenues are rising from $0.805M [9 mos, 04] to $1.578M [9 mos, 05], but the rate of op cash growth is falling away down to 41% from 45%.

Google has to sell more to make a marginal improvement, yet their margins are spiraling.

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Now to check the media

With the above-quick 8k-analysis, you'll be in a better position to drop your stinky load.

Remember to use the sink if you need to also vomit.