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An SI Board Since January 2006
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Emcee:  Gabriel008 Type:  Moderated
I invest to make money - pure & simple.

I trade options, follow a simple set of TA parameters, do an enormous amount of Google & industry related reading/research and look forward to every earnings period.

I will use this board to post my thoughts & my trades - almost like a personal Blog.

Those wishing to ask a question, share information, or provide thoughtful investment thinking are very welcome.

Google has been my greatest source of success since the late 90's and for the foreseeable future I expect it to continue to do so.
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25<i>JMP Securities is expecting Google to generate 13% sequential growth inGabriel008-4/12/2006
24Q3 ALEXA combined GOOG Reach & PV growth over Q2 +14% Q3 ALEXA combined YHOOGabriel008-4/3/2006
23Some very useful insights in this article; <b>STUDY: SEARCH ENGINES AS POGabriel008-3/15/2006
22I've been doing a bit of Q1 number crunching and here's what I have so fGabriel008-3/1/2006
21This comment from RBC below confirms my suspicions - that advertising volumes weGabriel008-2/16/2006
20We’ve questioned Alexa stats in terms of how accurately it represents growth in Gabriel008-2/15/2006
19GOOG's cumulative November, December January 3 month search growth versus AuGabriel008-2/8/2006
18Error on the EPS calcs. Revenue 100% $2366 TAC 32% $757 Other COG 8% R&D Gabriel008-2/6/2006
17S&P 500 Index May Search Out Google Google (GOOG: Nasdaq) By Bear Stearns (Gabriel008-2/6/2006
16We should keep an eye on Keyword prices as well. Fathom Online reported a 5% droGabriel008-2/6/2006
15Lots of news on this crappy down day. Too bad I didn't get my order filled oGabriel008-2/3/2006
14Maybe q4 05 $1929 Oct 625 Nov 625 Dec 675 q1 06 Jan 675 Feb 700 Mar 725 Total 2Gabriel008-2/2/2006
13GOOG management indicated they would not smooth out the earnings. Definitely no Gabriel008-2/1/2006
12Looking at the financial data from Q4 vs the Comscore & Alexa numbers this iGabriel008-2/1/2006
11GOOG will definitely need $2 to move up & $1.90 to $2 to stay flat. From alGabriel008-1/31/2006
10Message 22116721Gabriel008-1/31/2006
9Message 22116736Gabriel008-1/31/2006
8Google: Click fraud chaos - NY Post -Update- According to the NY Post, GooglGabriel008-1/30/2006
7Here's some more on that line of thinking: Message 22109380Gabriel008-1/28/2006
6I get the distinct impression that these SV tech guys don't understand markeGabriel008-1/28/2006
5Andrew Goodman of Traffick; <i> It sounds like clicks convert better to reGabriel008-1/27/2006
4Amr Awadallah's Blog. He thinks GOOG's going to miss. awadallah.comGabriel008-1/27/2006
3From Blodget's Blog; internetoutsider.comGabriel008-1/27/2006
2Now, in trying to confirm or validate GOOG's 30%+ Q4 I decided to break downGabriel008-1/27/2006
1I set up a quarterly search index [QSI] that compares GOOG vs YHOO. In the latesGabriel008-1/27/2006
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