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JPetroInc

06/14/05 2:16 PM

#21686 RE: ss9173 #21685

ss9173

The problem with GOOG is that they are not an F-100 company. If they were, they would be first on my list, bar none.

That's not to say that they won't be very shortly, especially with their recent stunning PPS vertical ascent, which may very well position them to become an F-100 market cap company.

However, it does leave me with questions as to whether or not this will be a 'communications' technology stakeholder as opposed to a more traditional 'noncommunications' technology stakeholder, such as P&G or Du Pont.

All the Best, JP












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movieguy

06/14/05 2:36 PM

#21688 RE: ss9173 #21685

ss9173,

Your thinking makes sense. I though believe there is Zer0 probability of MSFT investing. So here is my take:

Intel: 30%
Dupont: 30%
P&G: 30%
Google: 10%.
MSFT: Zer0%