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Technology Stocks : Alphabet Inc. (Google)
GOOGL 1,459+1.4%Sep 28 3:59 PM EDT

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To: John Carragher who wrote (15304)11/22/2019 10:38:38 AM
From: Glenn Petersen   of 15384
 
As the article noted, Alphabet has reached middle age and management appears to understand that it is time to ease up on its anti-authoritarian startup mentality. Cutting back on the Friday “all-hands” meetings was a signal to the employees that the company needs to be run as a real corporate entity and not an exercise in participatory democracy. Hopefully they can do that without hurting their creativity. Alphabet may be the most innovative company on the planet.

Bezos has run Amazon with an iron fist since day one.

If Alphabet were to broken up, the parts would be worth more than the whole. The same time would be true with Amazon. The beauty of Alphabet’s current structure is that the cash cow (the search engine) funds all the R&D. My guess is that Alphabet ends up settling their anti-trust issues by agreeing to modify some of their business practices. Ditto for Amazon.
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