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"Google Takes On TV"
By Jim Cramer
RealMoney.com Columnist
10/20/2006 7:43 AM EDT
"Those of you who thought that the buy of YouTube was a return to the old bad days of the dot-coms, those of you who watched Google (GOOG - commentary - Cramer's Take - Rating) run from $80 to $400 and decried it as fanciful, may I now suggest that you are fanciful?
That quarter last night from Google was one of the most perfect, well developed and profitable I have ever seen. The revenue growth accelerated, the margins blew out, and the domination -- the share-take -- is unbelievable.
In the first run of the dot-coms, the traditional publishers were destroyed. We saw that not then, but now, when newspapers are losing actual percentages a quarter, declines that I have never seen before in any industry other than radio, which, alas, is an unmitigated disaster. (The latter is challenged not just by the Web, but by the iPod, XM Satellite (XMSR - commentary - Cramer's Take - Rating), Sirius (SIRI - commentary - Cramer's Take - Rating) and a smugness that appalls me.)
Now it's the bigger deal. Now the enemy is television, and I have to admit that Google has made TV small. Google is going to smash the intellectual property of TV the way that the file-sharers destroyed the profitability of the music business.
Media execs all know this, but it is very important for them, like the newspaper and record industry execs, to deny it and to fool the reporters who cover them. These execs are incredibly frightened internally because 1.) they don't even understand how Google works and 2.) they know their kids think they are fuddy-duddies because they think that Google is the way to watch TV, when Apple (AAPL - commentary - Cramer's Take - Rating) isn't.
All of this is happening, and in the meantime, you are only paying 40 times for it.
Oops, you aren't paying 40 times for it yet. You will be when it trades to $560, after it blows through my old target of $500 and its 52-week high a few points above here.
Do you really think it isn't going to take that old high out? That's why it's not such a nutty idea to take the stock up $40. "
(in www.realmoney.com)
By Jim Cramer
RealMoney.com Columnist
10/20/2006 7:43 AM EDT
"Those of you who thought that the buy of YouTube was a return to the old bad days of the dot-coms, those of you who watched Google (GOOG - commentary - Cramer's Take - Rating) run from $80 to $400 and decried it as fanciful, may I now suggest that you are fanciful?
That quarter last night from Google was one of the most perfect, well developed and profitable I have ever seen. The revenue growth accelerated, the margins blew out, and the domination -- the share-take -- is unbelievable.
In the first run of the dot-coms, the traditional publishers were destroyed. We saw that not then, but now, when newspapers are losing actual percentages a quarter, declines that I have never seen before in any industry other than radio, which, alas, is an unmitigated disaster. (The latter is challenged not just by the Web, but by the iPod, XM Satellite (XMSR - commentary - Cramer's Take - Rating), Sirius (SIRI - commentary - Cramer's Take - Rating) and a smugness that appalls me.)
Now it's the bigger deal. Now the enemy is television, and I have to admit that Google has made TV small. Google is going to smash the intellectual property of TV the way that the file-sharers destroyed the profitability of the music business.
Media execs all know this, but it is very important for them, like the newspaper and record industry execs, to deny it and to fool the reporters who cover them. These execs are incredibly frightened internally because 1.) they don't even understand how Google works and 2.) they know their kids think they are fuddy-duddies because they think that Google is the way to watch TV, when Apple (AAPL - commentary - Cramer's Take - Rating) isn't.
All of this is happening, and in the meantime, you are only paying 40 times for it.
Oops, you aren't paying 40 times for it yet. You will be when it trades to $560, after it blows through my old target of $500 and its 52-week high a few points above here.
Do you really think it isn't going to take that old high out? That's why it's not such a nutty idea to take the stock up $40. "
(in www.realmoney.com)
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