Comments on: Good Time to be a Geek http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/ Learning and sharing investment knowledge. Mon, 13 Oct 2008 00:13:54 +0000 http://wordpress.org/?v=2.0.4 by: Snorting tramadol. http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-223106 Wed, 19 Dec 2007 05:35:33 +0000 http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-223106 <strong>Snorting tramadol....</strong> Snorting tramadol.... Snorting tramadol….

Snorting tramadol….

]]> by: Monday Reading and Stock Update on InvestorGeeks http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-64 Mon, 23 Jan 2006 19:28:15 +0000 http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-64 [...] So January starts off with a tech stock rally which prompted me to write an article about why it would be good to invest in tech stocks. A couple days later Intel, Yahoo, and Apple (among others) report “disappointing earnings“1. [...] […] So January starts off with a tech stock rally which prompted me to write an article about why it would be good to invest in tech stocks. A couple days later Intel, Yahoo, and Apple (among others) report “disappointing earnings“1. […]

]]> by: Chris http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-58 Sun, 15 Jan 2006 20:05:21 +0000 http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-58 Jason, bare in mind: good companies don't necessarily make good investments. If you think the company may still be a good investment, do you have a valuation that would lead you to your conclusion? Jason, bare in mind: good companies don’t necessarily make good investments. If you think the company may still be a good investment, do you have a valuation that would lead you to your conclusion?

]]> by: Jason http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-57 Sun, 15 Jan 2006 15:23:33 +0000 http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-57 Todd, you're right to warn people to do their homework. In fact, we should warn people to do their homework every chance we get. But it's precisely because you need to do your homework with tech, and the fact that as geeks we'll be better at it, that we should be excited about a tech rally. Big Mike, on one hand I am worried about Google being evaluated so highly right now with the competition they are likely to get. At the same time, people are spending more time online than watching TV and advertising dollars haven't yet adjusted to account for that. US advertising is a $104 Billion industry. Take a look at the tables here: <a href="http://www.tns-mi.com/news/12072005.htm" rel="nofollow">TNS Media Report</a>. The tables don't account for the second half of 2005, which saw huge gains in online ad spending. But even without that, just imagine most of the money in Newspapers and TV spending flowing into the internet category. Projects like Google Video and Google Base are focused on taking more share from television and local newspapers. Currently Google receive the biggest chunk of the online spending. Even if competition gets so fierce that Google's dominance of online advertising falls to 50% share, the growth in online advertising as a whole will back up their current evaluation. [start: google fanboyism] Information is going to be the single most valuable resource in this century. If you have faith in Google's mission to "to organize the world's information and make it universally accessible and useful", they're positioning themselves to be a very valuable company in the years to come. [end: google fanboyism] Todd, you’re right to warn people to do their homework. In fact, we should warn people to do their homework every chance we get. But it’s precisely because you need to do your homework with tech, and the fact that as geeks we’ll be better at it, that we should be excited about a tech rally.

Big Mike, on one hand I am worried about Google being evaluated so highly right now with the competition they are likely to get. At the same time, people are spending more time online than watching TV and advertising dollars haven’t yet adjusted to account for that. US advertising is a $104 Billion industry.

Take a look at the tables here: TNS Media Report.

The tables don’t account for the second half of 2005, which saw huge gains in online ad spending. But even without that, just imagine most of the money in Newspapers and TV spending flowing into the internet category. Projects like Google Video and Google Base are focused on taking more share from television and local newspapers.

Currently Google receive the biggest chunk of the online spending. Even if competition gets so fierce that Google’s dominance of online advertising falls to 50% share, the growth in online advertising as a whole will back up their current evaluation.

[start: google fanboyism]
Information is going to be the single most valuable resource in this century. If you have faith in Google’s mission to “to organize the world’s information and make it universally accessible and useful”, they’re positioning themselves to be a very valuable company in the years to come.
[end: google fanboyism]

]]> by: Todd http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-56 Sun, 15 Jan 2006 00:40:30 +0000 http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-56 I agree with you about the tech stocks, but its one area where you really have to do your homework more than most sectors. There are a lot of variables that can affect them. I agree with you about the tech stocks, but its one area where you really have to do your homework more than most sectors. There are a lot of variables that can affect them.

]]> by: Big Mike http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-55 Sat, 14 Jan 2006 16:31:27 +0000 http://www.investorgeeks.com/articles/2006/01/12/good-time-to-be-a-geek/#comment-55 I think you should read my blog post about how <a href="http://www.bigmikeblog.com/2006/01/is_google_the_m.html" rel="nofollow">Google is overvalued</a>. I think you should read my blog post about how Google is overvalued.

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