Can you imaging what will happen to Google stock price with first wave of downgrades?
The main story is always behind the curtain. Is Bill Gates stupid enough not to understand what will happen to the stock price and his own wealth, almost totally connected to it?
No, he is not stupid, the is the real friend of Warren Buffet, he is the guy who bought Silver years ago to hedge his Tech “exposure”. The main story is: “He is ready to act and sacrifies his temporarily wealth decreasing (remember those who not sold will not lose long term) in order to make GOOG to the front pages with the word CRASH in front of it. One of the main reasons for downgrades of MSFT is “ridiculously high R&D CAPEX”. What it means for MSFT - I am not sure for the long term, but story is about GOOGLE - every stone will be turned over, it is THE WAR, it was declared by GOOGLE (stupidly enough) and now they have got it. What will be the result: nobody will win, just look at INTEL and AMD. But the truth about google will be exposed, wait for articles and other PR, lawsuits form “advertises” and “investors” and full weaponry of wall street will be deployed the big price will be paid and today Bill signed a first check for it.
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