Tuesday, October 31, 2006
Found this on Apple at the Motley Fool
Apparently the current assumption is that earnings will grow at 28% for the next five years.
Apparently the current assumption is that earnings will grow at 28% for the next five years.
# posted by will789gb : 5:21 AM
Tuesday, October 24, 2006
Just checked technorati again for the tag "echobubble".
Nothing happening at all.
So that's alright then.
Nothing happening at all.
So that's alright then.
# posted by will789gb : 4:09 AM
Apparently the Google Bear is now an endangered species.
see this from TheStreet.com
There really is not enough data about Google to know what the pattern is. However the assumptions about growth rates may put some pressure on results presentation at some time. I still think the all data AAPL chart is a bit worrying. The 'echo bubble' has now turned out to be larger than the official dotcom crash in some cases.
Not knocking Google as an idea. The completely free Docs and Spreadsheets is a fantastic offer.
But I do think the community that benefits from the web should have a contingency plan just in case the financial markets turn up a few issues.
see this from TheStreet.com
There really is not enough data about Google to know what the pattern is. However the assumptions about growth rates may put some pressure on results presentation at some time. I still think the all data AAPL chart is a bit worrying. The 'echo bubble' has now turned out to be larger than the official dotcom crash in some cases.
Not knocking Google as an idea. The completely free Docs and Spreadsheets is a fantastic offer.
But I do think the community that benefits from the web should have a contingency plan just in case the financial markets turn up a few issues.
# posted by will789gb : 4:01 AM
Friday, October 13, 2006
I think I should post something given the daily records on the DJIA.
Maybe it really is different this time. In some ways I am not so worried because the structures needed by the web have passed the point of no return. That cannot be stopped even if there is a crash and global depression.
We seem to be in a video boom. The Google share price has not wobbled even after paying out for YouTube. I really like YouTube and I think the copyright issues should just go away as a load of old pop videos will just help sales. If there was a DVD with a collection of the best bits I would think aboput buying one.
Meanwhile Apple is still the stock with the pattern I find hardest to understand.
Looking at AAPL for 2006 it seems to me that the year started with the end of the sound boom. Ending as in source of future growth, not as social utility. Then came the video boom, still happening.
What was 1929 about? As in the technology of interest at the time. Most reports centre on radio. Don't get me wrong. Radio is fantastic.
Maybe it really is different this time. In some ways I am not so worried because the structures needed by the web have passed the point of no return. That cannot be stopped even if there is a crash and global depression.
We seem to be in a video boom. The Google share price has not wobbled even after paying out for YouTube. I really like YouTube and I think the copyright issues should just go away as a load of old pop videos will just help sales. If there was a DVD with a collection of the best bits I would think aboput buying one.
Meanwhile Apple is still the stock with the pattern I find hardest to understand.
Looking at AAPL for 2006 it seems to me that the year started with the end of the sound boom. Ending as in source of future growth, not as social utility. Then came the video boom, still happening.
What was 1929 about? As in the technology of interest at the time. Most reports centre on radio. Don't get me wrong. Radio is fantastic.
# posted by will789gb : 5:19 AM
