Keith Watanabe * NET 2.0

i like google as much as the next person. i like their stock because in the *LONG* term it's going to do really well. what i don't like is how these analysts are harping on it to ridiculous amounts in such a short span. $300/share? that's not my main concern. my concern is the growth expectations for google's earnings. we're looking at 20-40% according to some analysts. doesn't this smell familiar? the upside to the current tech situation is that it's not a horizontal bubble. meaning that you're not seeing an irrational skyrocketing growth for tech stocks. which isn't great if you're a tech worker like me, but at the same time it's nothing to be overly cautionary over for fear of another bubble. the bubble is only on google which makes them even more dangerous because of the high expectations. the thing with google is that you can't buy into them right now. way too risky since everyone is putting their eggs into one basket. it's being set for a downfall by these analysts. gotta remember despite the SEC regulations of the Chinese Wall, you still can have agendas where these companies make money off the trades of the stock rather than just the price. google might be the next microsoft as the centerpiece of software. however, the real value has yet to be seen.