Enero 05, 2004
Killing one's mother [a quote of the day...]
"On any given day there would be a line of 200 investment bankers that would kill their mothers to get the Google deal.''
While I may be behind the curve on this one if I'm not willing to kill my mother, I wonder how can we lowly public-types get a piece of this action? I mean seriously, it would be pretty stupid to not buy Google stock... my question is this: what's the smartest strategy for a small-time (read: graduate student) technorati to get in on this?
Posted by joebeone at Enero 5, 2004 04:11 PM
Not investing in google might just turned out to be as stupid as not investing in webvan.com... Google is a great search engine, but 15 billion? Twice as much as Apple? Google has good will and economy of scale on their side, but there is ZERO lockin. If something better comes up tomorrow, will you have ANY reason to continue using google? Will ANYONE?
That's a good point... I was talking to a financial friend of mine and he was saying that the best bet is to try and ride the IPO indirectly... like invest in companies that Google works with... for example, Red Hat. Google runs "the world's largest linux farm" of about 10,000 servers running Red Hat...
On the added value of Google part, I'm thinking they're going to have to come up with some sort of subscription service with some search tech. that really shows people that they have something that is un-duplicable...
