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   Technology StocksAlphabet Inc. (Google)


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To: Lizzie Tudor who wrote (6784)1/30/2006 8:16:13 PM
From: ig
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"BTW this thread with KIS and Brian has deteriorated dramatically."

Only because they succeed in getting responses from people who don't know better than to continually encourage them.

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To: Lizzie Tudor who wrote (6800)1/30/2006 8:41:25 PM
From: Gabriel008
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I tried to find comparable Q2 Click Trends data but no luck. All the other reports on the same site talk percentages & search queries. This is great data nonetheless. Did you notice that MSN search was down 21.9% in the quarter but their revenue was only down 2.1%?

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To: samtrader who wrote (6809)1/30/2006 10:57:59 PM
From: AD
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Hey, that's why they call after hours the CASINO ;-)

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To: ig who wrote (6826)1/30/2006 11:33:14 PM
From: Trader J
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Bad information is bad information and allowing it to go on unchecked is no better than calling it out for what it is. If people want to continually post misinformation and subjective analysis, all the while making themselves look ignorant, then they can. And when the masses disagree with them and call it as such, they lose credibility. Answering posts like that does not add credibility to them or grossly increase their actions.

Speaking about them in the 3rd person is no better. You need to get over yourself just a bit.

Tj

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To: Lizzie Tudor who wrote (6825)1/31/2006 12:09:33 AM
From: Lizzie Tudor
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important post on the Battelle blog, looks like MSN is way behind

MSN and Kanoodle, Well...Kanoodle

Kanoodle is pleased to report it has snagged MSN Spaces as a text link ads partner. What this brings up for me is the question "Yeah, but for how long?" I've asked MSN before about its intentions to get into the syndication space (ie, to do YPN or AdSense). This deal seems to indicate it's at least a year away.

battellemedia.com

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To: Trader J who wrote (6829)1/31/2006 1:21:23 AM
From: IHateSourCream
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Hi Trader J,

Let me preface this by saying that I have a great deal of respect for all of your contributions, and I very much appreciate the time you take to share your insights, so please keep that in mind when reading my post. <g>

>>Answering posts like that does not add credibility to them or grossly increase their actions.<<

But it gives attention to those who are responsible for the posts which, oftentimes, is exactly what they're after. And in the end, a lot of time is spent on tangential subjects and debates rather than discussing important technical and fundamental matters that pertain to GOOG in the here and now.

It's true, misinformation can be posted. But even new investors to GOOG and the thread can distinguish the substantive, valuable contributions from those that are...well...NOT. <g>

I'm all for hearing negative developments re: GOOG. It helps me in my investing/trading. However (and again this is just my opinion) I don't find it fruitful to spend my time on posts that have an agenda and are full of hot air. Personally, I think there's something to be said for simply ignoring that kind of stuff and not rewarding it with attention. In my opinion, by responding to such posts, it just encourages further posts of the same nature. (By the way, I am using the third person here because I'm discussing the issue in general. <g>)

Again, all just my opinion. I know that you and I'm sure others disagree, but I thought I'd stick in my two cents since this has been going on for a while now. Hope I haven't ruffled any feathers.

Best -- IHSC

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To: IHateSourCream who wrote (6831)1/31/2006 7:17:46 AM
From: RockyBalboa
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Google Inc. may be active ahead of its fourth-quarter earnings report that's due at the close of trading. Analysts currently expect Google to earn $1.76 in the quarter, up 91 percent from a year ago, on sales of $1.29 billion, up nearly 100 percent from the year-earlier period. Separately, the company is considering an alliance with Napster Inc. that could lead to an outright acquisition, according to a report in The New York Post.

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To: KeepItSimple who wrote (6822)1/31/2006 7:48:26 AM
From: Proud_Infidel
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Not one class act among them......

Tech firms skip D.C.-China shindig

By Declan McCullagh

Story last modified Mon Jan 30 17:20:00 PST 2006

Several technology companies may skip a Congressional meeting on human rights, China and the Internet.
With less than two days left before the Congressional Human Rights Caucus' event, not one of the four companies--Microsoft, Google, Yahoo and Cisco--has agreed to send a representative, according to the caucus.

"We're definitely not going to see somebody from Cisco and Microsoft," caucus spokeswoman Lynne Weil said Monday. "We're obviously hopeful, but with less than 48 hours to go before the event, it's hard to imagine why we wouldn't have heard back."

The event comes a few days after Google opened a China-based censored version of its search engine. Google received reactions ranging from strident criticism to begrudging acceptance that censorship is the price of doing business with the Chinese Communist Party. According to the caucus' announcement, "instead of promoting freedom of speech and democracy, some U.S. companies have been charged with aiding--or at least complying with--Chinese Internet censorship."

Cisco said it couldn't send an executive for scheduling reasons but will send someone to a related Feb. 15 hearing. Yahoo and Google also said they plan to send representatives at that time. Microsoft did not immediately respond to a request for comment.

Because Wednesday's meeting is an informal event organized by a caucus, the companies cannot be compelled to testify. But the organizers of the Feb. 15 hearing under the auspices of the House International Relations Committee do have the authority to send subpoenas and could force the companies to send representatives.

"We do have subpoena power," said Brad Dayspring, a subcommittee spokesman. "There has been no decision made whether to use that or not."

The subcommittee's chairman, Rep. Chris Smith, a New Jersey Republican, raised eyebrows last week with his pointed attack on Google. He said in a statement that "Many Chinese have suffered imprisonment and torture in the service of truth--and now Google is collaborating with their persecutors."

A Cisco representative said his company is happy to educate members of Congress about the company's products and that routers and other products sold to China were off-the-shelf. "We have offered to have our Cisco D.C. representatives speak with any member of the caucus or their staffs on this issue outside of the meeting," the representative said. "As Rep. (Tom Lantos, D-Calif., co-chairman of the caucus) is the ranking member on the House International Relations full committee, we will hopefully be able to address any of his questions at the subcommittee hearing on the 15th."

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To: Proud_Infidel who wrote (6833)1/31/2006 9:20:15 AM
From: ig
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"instead of promoting freedom of speech and democracy, some U.S. companies have been charged with aiding--or at least complying with--Chinese Internet censorship."

Gotta love these armchair champions of free speech.

Which accomplishment is more effective toward developing freedom: setting up a business in China that will immeditaely become an active agent for liberation (anything that develops the Internet in China, even if it must be on a restricted basis initially, is a Great Thing), or posing at a microphone in the City Of Talking Heads and droning about freedom?

As the censored Internet develops in China, people there will find ways to take advantage of it to work toward freedom. (Using proxy servers and such.) There'll be no way to keep them down. Google and Cisco and the rest all know this, but of course they can't say it publicly.

Carry on.

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To: Lizzie Tudor who wrote (6830)1/31/2006 9:40:45 AM
From: Gabriel008
   of 15848
 
From the Internet Stock Blog this morning. Re the data you posted yesterday note the following;
Third Party Data Read-Thru’s For GOOG: Mostly Positive – Although we lean more heavily on P&L results than on third party data, we do focus on select search query, clickthru, and pricing databases. Per comScore, Google’s Q/Q growth in paid search clicks was 14% across its network of U.S. sites (O&O and affiliates) and 22% on its ownWeb Sites in the December quarter. Compared to the results tracked for Yahoo!, MSN Search, AOL Time Warner, and Ask Jeeves, these are very strong results. At the extreme – in what is a hard-tobelieve number – MSN Search’s paid clicks declined 22% Q/Q, while Yahoo!’sWeb Site clicks grew only 3.5% Q/Q. What are the implications for Google? If the U.S. paid search click trends are accurate, this quarter marked a MATERIAL U.S. market share shift towards Google. This is nothing but a positive for Google.

internetstockblog.com

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