Sufiy.: Google GOOG vs Commodities, Virtual vs Real

Sunday, February 24, 2008

Google GOOG vs Commodities, Virtual vs Real

Shift to the real assets will continue further, once growth rate will slow even further compression of multiples will bring GOOG price further down to sustainable valuation:

http://sufiy.blogspot.com/2008/02/google-goog-web20-bubble-is-bursting.html

I could not agree more with this analyses:

http://www.alleyinsider.com/2008/2/google_very_exposed_to_us_recession__expert

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