On 1/23/06, Gruss Gott <[EMAIL PROTECTED]> wrote:
> Uh, what?  You think it's a coincidence that Google's largest single
> drop came after this Justice Dept announcement?  There's a few key
> reasons for the drop:
>
> 1.) If users stop using Google due to privacy fears their revenue
> drops like a rock.  This risk needs to be priced in.

Cept that Yahoo, AOL, and MSN caved, Google didn't

> 2.) If Google gets into a long protracted privacy fight that goes to
> the Supreme Court, this will cost Google billions.  This risk needs to
> be priced in.

True

> 3.) If the gov't sets a precedent that it can retrieve "data" from any
> private company solely to gauge offense, then all tech stocks will be
> hit hard.  This risk needs to be priced in.

Perhaps - for all stocks.  Though I would say that this whole thing
isn't more significant than many other legal battles that haven't had
this sort of impact.

> I can tell you for a fact that major holders of Google are dumping for
> the reason above.

If Google wasn't already so overvalued, I think I'd be buying right now.

-Cameron

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