Thursday, April 14, 2005

Net Sense: Are Net stocks ripe for picking? - Internet Services - Internet - Opinion

Net Sense: Are Net stocks ripe for picking? - Internet Services - Internet - Opinion

Bambi has written that the big three will announce earnings in three days starting Tuesday. She mentions that Legg Mason has a buy on EBAY. One of the reasons given is that EBAY is further off its high than is YHOO or GOOG.

I love EBAY and YHOO but nothing like GOOG. GOOG is the one most likely to have surprisingly good earnings. EBAY will do well. It is currently locked into a fierce battle to "win China". It would be a good win but not one a fight that is going to finish quickly.

GOOG is fighting on more fronts but the growth is big all over. If I want to make a lot of money over the next ten years and could only buy one stock, GOOG would be it. The "safer" bets are EBAY and YHOO. My family owns all three but our biggest position of the three is GOOG.

Do the Google Gulp!

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