Replies to post #449623 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

well AAPL is already trading $85.20 here ....digesting data here and early research calls ..lots of stuff coming out ..

[madrose1]

GOOG see blow-out Q4 but limited upside given current valuation-OP@CIBC

The firm's Q4 estimate is $1.98 (consensus $1.75) and they expect revenues to increase 33%. CIBC believes recent ad platform initiatives are contributing to GOOG's blow-out second half of 2005 and they have raised their target to $540 from $400. However, they recommend purchase under $450 citing a challenging near-term valuation due to tougher comps and higher execution risk in 2006.