Companies whose business is not based on Google, or Google-like ad revenue, should identify themselves now as clearly as they possibly can as NOT being Web 2.0 companies.

The price for not being clear in this positioning could be really high.

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With so many Web 2.0 “businesses” creating micro-services that ensure our attention is split in 20-different directions there will inevitably be a point where people will simply fade away – and bang go the advertising revenues.

If “Web 3.0″ isn’t about the consolidation of social services then where else is there to go?

The fundamentals appear to be there with Google. A lot of this other stuff you are talking about fuels the hype and speculation.

Instead of EUR – pick China Yuan. China has stopped fixed exchange rate and started long-long dive meaning it will cost USA (and Wallmart) more and more to buy products from China.

BTW, Regarding GOOG – everybody in USA own part of it. They do this indirectly via their 401(k) savings.
Mutual funds already own 30% of GOOG.

Also, discrediting Jim Cramer as “pure hype” is kinda childish on ur part, he has a track record and experience in this business to match his claims and expectations, granted he is not right *all* the time, no one is, even Warren Buffet is wrong sometimes.

There are reasons that Warren Buffet doesn’t believe in stock splits. One of the reasons is that by forcing investors to commit more serious investment capital to a stock you get less amateurs and more committed investors buying the stock for the right reasons.

I’m glad that Google is not splitting their stock given the frenzy and optimism that seems to be surrounding the stock for the time being.

Think back to 2000 when very briefly Cisco Systems became the largest company in the world based on market cap. They passed Microsoft, they passed WalMart, they passed Exxon, on March 27th, 2000 Cisco stock was the largest company in the world with their stock trading at over $80 a share that day. Today it trades at $27 a share and that’s with it being up almost 40% in the past two years. It’s still well off the $80 high.

On March 27th, 2000 Cisco was trading with a P/E of 192 and nobody cared.

Google’s P/E right now is at almost 60. Take the super bullish analyst expections for next year and you can bring that down a bit *if* they fully meet very bullish expectations.

The average stock in the S&P; 500 right now trades at about 17.5 times earnings. Microsoft trades at a little over 22 times earnings.

All I’m saying is that Google is indeed priced for perfection with very bullish Wall Street sentiment, lots of hype and possibly people confusing a great company with a great investment opportunity.

I hope I’m wrong and that Google keeps going up forever and ever.

This is not about stock splits, it’s about a company that must bat 1,000 for the foreseable future. Anytime you have speculative frenzy it worries me. Google worries me. And it worries me that other companies might get carried away with a possible crash in the stock.

I worry about irrational speculation on the part of investors who don’t even know what a P/E ratio is. I worry about the average investor watching Jim Cramer hype the stock and then going online at Charles Schwab and pushing as Cramer would put it, “buy, buy, buy, buy, buy, buy, buy, buy, buy, buyyyyyy, BUY!!!!!”