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  I Love Being Right!
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ttmad...@gmail.com  
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(16 users)  More options May 4 2006, 2:12 pm
From: ttmad...@gmail.com
Date: Thu, 04 May 2006 18:12:39 -0000
Local: Thurs, May 4 2006 2:12 pm
Subject: I Love Being Right!
Looks like flogz.com and I are on the same page, I predicted this
months ago and sold my position in GOOG (excellent article BTW):.

http://www.flogz.com/story/637/

Looks like shares of Google are going to fall faster than a drunk me!

Who's shorting.


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Carp  
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(10 users)  More options May 5 2006, 2:47 pm
From: "Carp" <eric.c...@gmail.com>
Date: Fri, 05 May 2006 11:47:09 -0700
Local: Fri, May 5 2006 2:47 pm
Subject: Re: I Love Being Right!
Do you think Buffett made his fortune investing in T-Bonds? No, he made
his money investing in companies that grow their earnings by 20% a
year...oh wait, that's what google is doing.

There is more to valuing a company than looking at their 2006 earnings
compared to a 4.6% T-Bond coupon. Earnings grow, coupons don't. 20% a
year doubles in about 3.8 years. Coupons don't double. When companies
grow, their inherent value increases. The principal on your bond
investment doesn't (excluding interest rate changes). Ten years down
the road, the money you plunked down on your bond investment is still
the money you plunked down on your bond investment. If you're going to
tell me that Google is going to still be worth 121 billion ten years
down the road then you're crazy. The article doesn't take that into
account either.

The author of that article is obviously trying to sell his investment
company's products. If you want in, they can guarantee you a 5% 1 year
return. Of course, they're not investing in T-bonds either, they're
probably investing in Google, making 20%, then giving you a 5% thank
you note for letting them invest your money.


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CompMan  
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(7 users)  More options May 5 2006, 11:53 pm
From: "CompMan" <compman9...@gmail.com>
Date: Fri, 05 May 2006 20:53:20 -0700
Local: Fri, May 5 2006 11:53 pm
Subject: Re: I Love Being Right!
Just FYI, Google will fall (inevitably) but, you were not entirly
correct, looking at its history, in all truthfullness, it WILL come
back up (you never know when they might start charging for email...THEN
it will drop unrecoverably). Well, just a kids opinion...but...it is
most likely the correct one since I have done my research on this and
it is quite clear that you havn't.

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levk...@gmail.com  
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(3 users)  More options May 8 2006, 4:15 pm
From: levk...@gmail.com
Date: Mon, 08 May 2006 20:15:37 -0000
Local: Mon, May 8 2006 4:15 pm
Subject: Re: I Love Being Right!
I don't think Google will ever start charging for email.  It's not
their business model. They want as many users as possible to look at
their ads and charging them to do that doesn't make any sense.

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CompMan  
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(2 users)  More options Jun 4 2006, 2:18 pm
From: "CompMan" <compman9...@gmail.com>
Date: Sun, 04 Jun 2006 11:18:22 -0700
Local: Sun, Jun 4 2006 2:18 pm
Subject: Re: I Love Being Right!
Yeah...umm..not he original point, but it is still A LITTLE bit on
topic. I guess your right, but then again....yeah...your right. BUT
STI;LL NOT THE POINT!!!

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