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November 01, 2007


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Toro, I just sold Google and only keep Apple. RIMM has been expensive throughout and AMZN just not my cup of tea. That said, compared to Baidu, Google is dirt cheap but playing the 'relative valuation' games is what drove everything up in the late 90s. p.s. Cramer shot Amazon so its 3 horseman now. They have held up very well and seem to be the place a lot of big money is hiding out so relative strength is amazing even in downturns (exlc AMZN)

I think Apple and Google will truly intertwine within every facet of 'entertainment culture' in the next decade so they deserve a premium. But they have had huge runs so I have moved to other places for better near term returns. That said, the moves are relentless.

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