I got lucky. I figured Google would be down because there's definitely pressure from the
competition. But the overall piece of the advertising pie is still small and will only get
bigger. That said, I think Yahoo catches up quite a bit to Google in terms of advertising
but not search. Any guesses on where Google is a year from today? I say $650.

You nailed it, James. It finished down 19.75. Nice call.

OK so I'm the only one interested in this little game: I'm unemployed with too much time
on my hands. But James A didn't say when on thursday we predict the price of GOOG. I
assumed on the open, but if we take in the whole day, James is astonishingly on the money.
I can say we were all pretty close at one time or another.

Bodotdot and Larry B. had it about right. My feet warmed up and I sat still with my goog.
A good idea after all. Nice day all the way around.

I think the market will collectively shrug its shoulders and give it a little slap on the
wrist for the slightly pessimistic guidance. It's still a giant darling. Down 5.5.

I don't know, but I'm getting cold feet and may lighten up a little today and buy back on
Thursday. So down, 12

Last edited on: 01-31-2007 09:58 am

Up 8.5

I also have no idea but your boy Cramer's been calling for a break through 513 so why not.
EPS somewhere between 10.75 - 11.00 and $515-$520 target. Probably won't be right but I'm
throwing it out there.

Google will be down 32 on Thursday, lower guidance, beat by 14 cents...

Here's the rules: Google earnings are coming out Wednesday after the close. The question
is: how much is Google up (or down) on Thursday. I have no view on Google earnings.
They'll probably exceed expectations. Who knows? But I do think that there will be some
caution in their guidance and on the conference call.

I do think that advertisers are looking for an alternative and that they've probably been
waiting for Yahoo's Panama before really committing search advertising budgets far in
advance. This should become clear. My thinking is that GOOG, while still being an
excellent long-term buy, will be
DOWN 20 ON THURSDAY.