Big Hopes for Midcaps

Posted on May 23, 2005

Q: Any thoughts on Google (GOOG )?A: Google, we think, even at this lofty price, may go higher. I think it's interesting that they don't want to split their shares. Google has exceeded a lot of expectations. I do want to emphasize that for Yahoo, Google, eBay, and their competitors, you should focus on advertising. The large companies are the ones that will be able to push out their smaller competitors and take all those revenue dollars.

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