The Black Box

[Alexander]

Two days ago I wrote here that the YHOO results probably are a wake-up call that the momentum in the pure internet sector probably has peaked. i sold all my YHOO shares two days ago.

IMO, it will be a long time before GOOG sets an all time high..if ever. I have lots of doubts on GOOG's sustainable competitive advantage.

Anyway, with almost every article/analyst claiming that goog is the next MSFT and a valuation in the stratosphere, one wonders how much upside there still is...

alexander