LIVE ANALYSIS: Google Beats Estimates, Stock Flies

Do you remember all those now defunct internet stocks that handily beat estimates back in the day and their CEO went to jail several years later. Someday the Google Brass will be in jail after reporting TOTAL BS this afternoon. NO TRACKING SERVICE CAN CONFIRM GOOGLES BOGUE CLICK COUNT.

Go Google

Wow, Google was sooo cheap for a company that is revolutionary. I usually don't care if a company splits their shares or not, but it would be to Googles' share price benefit for them to split the shares. There are so many idiots that think its expensive because the stock price is high, when the real reason is they don't have enough shares outstanding. Also, the small investor hesitates to by just a couple shares of a company..they want at least a 100.

$600 target. Its growth is limited looking beyond 2008.

Henry Blodget!?

I wonder if Google will fly to $900 this month.

is it worth buying tomorrow

Googleis a buy because so many other techs are NOT a buy.

Google is sweet! I love the companies philosophy and their products. They offer soooo much for free it's unbelievable. Best company to work for? No doubt! I run an Internet Marketing firm with over 50 clients that have seen huge ROI from using Google's ad services such as Adwords. They make it easy for small and mid-size companies to cost effectively expand national marketing efforts. www.SlingshotSEO.com

What do you know about Enliven? ENLV is right in the middle of all this with GOOG/MSFT/YHOO. Adsense??? Does what DCLK can't do!!! last cc last 5 min on Yahoo

hey i bought 200 shares before the bell......do you want to buy them ? thanks google

Few thoughts on earnings which were "missed" by main stream media: Google has "blown up" earnings at 4.84 and meet revenue estimates at 5.2 bil. If somebody thinks that stock will go back to October Highs - think twice: company has beat only reduced estimates, just 90 days ago EPS was expected at 4.87. On our bearish front signs of further deterioration are all over the recent financial report: Revenue Growth Q/Q has slowed -50% from 14% to 7%, Y/Y has slowed -33% from 63% to 42%. EPS growth was 8.7% Q/Q and 30% Y/Y. Yearly growth is still impressive, but nothing out of the ordinary in order to support bubble valuation. Lets have a look how this level of EPS growth has been achieved. Here is the surprise - welcome to the new reality: gravity still matters even in cyberspace. Capex has increased to 841.6 mil +24% Q/Q YouTube blades add broadband must be eating hard into the company's margin. Cash Flow from operations has increased only 5% Q/Q. Our famous metrics of Free Cash Flow multiple is not leaving a lot of place for unwarranted happiness: in the Q1 FCF was 842 mil. Now market will decide what is Google: a new technological frontier changing universe and "this time is different" or it is still an advertising company with technology edge in its model? Its customers and consumers must be living in virtual world and not facing stagflation: rising prices due to intentionally loose monetary policy and recession in real inflation adjusted output. The most encouraging for this point is Eric's "...Eric reiterated the company has not seen any macro-economic impact." It is still to come...he needs some help to see his dramatically slowing growth and FCF. If company will be able to deliver FCF with 5% Q/Q growth for this year and CAPEX will stay at Q1 level FCF will be 4.2 bil. At 30 FCF multiple (our next stop in bearish slide compression) stock should reach Market Cap of 126 bil which will translate into USD397. Any change of heart of devoted shareholders or unfolding another bear leg in general markets and USD350will be seen as a blue sky http://sufiy.blogspot.com/2008/04/google-goog-has-deliveredanother.html

Few thoughts on earnings which were "missed" by main stream media: Google has "blown up" earnings at 4.84 and meet revenue estimates at 5.2 bil. If somebody thinks that stock will go back to October Highs - think twice: company has beat only reduced estimates, just 90 days ago EPS was expected at 4.87. On our bearish front signs of further deterioration are all over the recent financial report: Revenue Growth Q/Q has slowed -50% from 14% to 7%, Y/Y has slowed -33% from 63% to 42%. EPS growth was 8.7% Q/Q and 30% Y/Y. Yearly growth is still impressive, but nothing out of the ordinary in order to support bubble valuation. Lets have a look how this level of EPS growth has been achieved. Here is the surprise - welcome to the new reality: gravity still matters even in cyberspace. Capex has increased to 841.6 mil +24% Q/Q YouTube blades add broadband must be eating hard into the company's margin. Cash Flow from operations has increased only 5% Q/Q. Our famous metrics of Free Cash Flow multiple is not leaving a lot of place for unwarranted happiness: in the Q1 FCF was 842 mil. Now market will decide what is Google: a new technological frontier changing universe and "this time is different" or it is still an advertising company with technology edge in its model? Its customers and consumers must be living in virtual world and not facing stagflation: rising prices due to intentionally loose monetary policy and recession in real inflation adjusted output. The most encouraging for this point is Eric's "...Eric reiterated the company has not seen any macro-economic impact." It is still to come...he needs some help to see his dramatically slowing growth and FCF. If company will be able to deliver FCF with 5% Q/Q growth for this year and CAPEX will stay at Q1 level FCF will be 4.2 bil. At 30 FCF multiple (our next stop in bearish slide compression) stock should reach Market Cap of 126 bil which will translate into USD397. Any change of heart of devoted shareholders or unfolding another bear leg in general markets and USD350will be seen as blue sky http://sufiy.blogspot.com/2008/04/google-goog-has-deliveredanother.html

sounds like you missed out buddy