Mega plano orçamental foi promulgado por Trump

[Ulisses Pereira]

"Google IPO Will Reignite Internet Quartet"

By James J. Cramer
01/05/2004 03:48 PM EST



"Now that we know that Google is coming public conventionally, with a real offering by Goldman Sachs and Morgan Stanley, it is time to go back to the well and buy more of the four horsemen of the Internet: Amazon (AMZN:Nasdaq - commentary - research), eBay (EBAY:Nasdaq - commentary - research), InterActiveCorp (IACI:Nasdaq - commentary - research) and Yahoo! (YHOO:Nasdaq - commentary - research).

For a while there, I thought that Google might use an eBay-like methodology to sell its stock, but the news today that it isn't going that way will give a quick boost to the Net Quartet -- not that they need it.


But it will.

I continue to believe that InterActiveCorp is the most undervalued of the group. It got crushed when US Airways (UAIR:Nasdaq - commentary - research) said it wouldn't use Expedia, but got no real lift from the news that US Airways came back to the fold. The only rally the stock has had has come from the news that the Orbitz (ORBZ:Nasdaq - commentary - research) deal was done. Orbitz was knocking this thing left and right in the interim while on the road show circuit.

I like Yahoo!, too. Big quarter ahead.

Can't quarrel with Amazon, but think it's had a nice run back from $48.

eBay is just a horse -- and a winning one, at that.

The four horsemen will rock as Google gets going.

Stay long. "

(in www.realmoney.com)