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近期半导体领域一直疲软,多半年过去了,龙头的几个大佬级的厂商的股价不见任何起色,相反Google的股价在20天内就又增加了100美元,今天突破了700美元。回头看看我们的百度,也在大幅增长,接近400美元了。
Google股价上涨的动力在于其即将发布具体细节的GPhone,以及自行开发的、用于GPhone的操作系统。正如“下一代的手机 - G-Phone“中所分析的,GPhone将会把搜索、Email、地图、视频、VoIP等都移动起来,不仅将其广告业务渗透到移动领域,而且极大地冲击着传统的电信产业。
正如马斯洛先生的理论要义,人吃饱喝足了就要享受服务了,当今的社会也进入了这么一个阶段,曾经红火的半导体工业慢慢蜕变成了传统行业,变成了砖瓦、水泥一样的建筑材料,网络变成了高速公路、铁路一样的玩意。半导体技术的进步无非是让我们的“高楼大厦“更坚固、高速公路更便捷。
有了这些,人们开始追求精神领域的享受了:
- Google、百度 - 为吃饱喝足的人们提供便捷的精神食粮 - 信息、资料、花边新闻,他们就如同几十年前的北京图书馆、大不列颠百科全书。
- 网游 - 帮助那些现实生活中比较郁闷的人们在虚拟的空间中找到自我,他们过关斩将、建功立业,妻妾成群、称王称霸。
- 社区 - 在现实生活中你很难找到可以敞开了谈到内心深处的几个朋友,即便遇到赏心悦目的她,你有勇气去搭讪吗?有人感叹“流氓也是一种气质“,现代人身上很难找到这种气质了,反而在虚拟的空间中你可以戴上了面具而毫无顾忌,对话的双方直接进入彼此内心最隐秘的地方。
还缺什么?对了,赌博,以一个冠冕堂皇的面孔出现,绝对能够闪亮登陆纳斯达克,巨人集团算什么?咱可以成为超人托拉斯。
想发大财吗?想赶上下一波的浪尖吗?好好研究一下心理学吧,今天的人们已经吃饱喝足,你要为他们提供细致的服务,尤其是精神层次的满足。
Google Stock Barrels Through $700
By MICHAEL LIEDTKE, AP Business Writer
(AP) -- Google Inc.'s stock price barreled through $700 for the firsttime Wednesday, propelled by a belief that the Internet search leaderwill become even more profitable as it plants its products and servicesin new markets.
The Mountain View-basedcompany's shares traded as high as $704.79 before falling back to$700.04 in afternoon trading, up $5.27 for the session. It took lessthan a month for the stock to leap from $600 to $700, building upon afervor that has lifted Google's market value by more than 30 percentsince mid-September.
During that 6 1/2-weekstretch, Google has created an additional $53 billion in shareholderwealth. That dwarfs the total $41 billion market value of anotherInternet icon, Yahoo Inc., which had a 4-year head start on Google.
The latest surge came after Google confirmed plans to become abigger player in the Internet's social networking scene, which couldmorph into an advertising hotbed. Investors also seem enthused aboutreports that the company is about to unveil a long-rumored [size=100%]operating system designed for [size=100%]mobile phones so it can make more money by distributing ads to people on the go.
The recent rally has made Google Silicon Valley's most valuablepublicly held company, supplanting Internet networking supplier CiscoSystems Inc.
With a market value of nearly $220 billion, Google also is nowworth more than Warren Buffett's holding company, Berkshire HathawayInc., whose steadfast refusal to split its stock during the past fourdecades has left its Class A shares at nearly $130,000.
Google co-founders Larry Pageand Sergey Brin, who regard Buffett as an inspiration, so far haveresisted requests to split their company's stock so more people couldafford to buy a few shares. Their theory: a high stock price tends toattract more patient and knowledgeable investors who pay closerattention to a company's long-term strategy than its ability to hitshort-term earnings targets.
The philosophy has generated impressive returns so far. A $10,000investment in Google's stock at its August 2004 initial public offeringprice of $85 would now be worth about $82,000.
Brin and Page, both 34, have been the biggest winners by far, withestimated fortunes exceeding $20 billion apiece. At least two otherGoogle executives, Chairman Eric Schmidt and sales chief OmidKordestani, are billionaires while hundreds of other employees havebecome millionaires because of their stock holdings in the 9-year-oldcompany.
Wall Street is betting Google is still in its financial infancy,even though it's already on track for a profit of about $5 billion thisyear on more than $15 billion in revenue.
Analysts are now trying to figure out just high Google's stockmight rise in 2008. The average 12-month price target for the sharesnow stands at $739.23 among analysts polled by Thomson Financial, butthat figure seems likely to rise in the next few days. DinosaurSecurities analyst David Garrity on Wednesday issued a bullish reportpredicting Google's stock will climb to $985 during the next year.
Google has made virtually all of its money so far by displayingtext-based advertising links alongside search results and other Webcontent that includes topics related to the commercial message.
During the past year, Google has introduced new online advertisingchannels featuring video, graphics and other more compelling featureswhile also extending its marketing machine into television, radio andprint.
Now, Google appears intent on shaking up the telecommunicationsindustry by introducing inexpensive cell phones that will make iteasier for people to use Google's search engine, maps, e-mail and otherapplications even when they don't have access to a personal computer.
If it pans out, the new Google phone presumably will give thecompany a chance to sell more mobile advertising and further boost itsprofits.
Google's relentless expansion beyond its core search engineunderscores management's determination to reshape the businesslandscape, according to author Stephen Arnold, who has just released a266-page study analyzing the company's patents and what they mayportend for the future.
"I use the term 'Googzilla' to describe the current incarnation ofGoogle," Arnold said. "This idea is that Googzilla is big, powerful,and indifferent to the insects and ants crushed by its massive paws." |
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