interview faber, page-116

Thanks Touch for helping out with the facts & figures!


Google is a 4-5 year old co.

Revenue for Mar08 qtr = $5.18b, say $22b for year.
Eps of $4.2 for qtr, say $17 for year.

Trading at pe of 33.
Sp = US$545
237m shares.
Mkt cap = $129,000,000,000 (129B)


Revenue-factor is a simple rule of thumb, if EPS and pe are available.

TeeZee (new techco ipo) can get factor (revenue) of 10-20.
Google (5yr old on Nasd)
- 6 (x22b revenue= $129b, est MC)
Microsoft - 3
Adobe - 2
Textron -1

So if we adopt your facts and figures, we can get a good
est of the very big projected sp

""
So $50billion growing at 5% over the next several (lets say 5 years) means a market of $65billion by 2013.
Say we have 70million shares on issue

@3%= 1,950,000,000
4%= 2,600,000,000 ""



Speculator( David H) was not blowing the trumpet when he says $25 at ipo .

Of course all of us here want and believe ipo sp could be much higher.



Have fun!

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Google f&f:
www.nasdaq.com/quote.dll?mode=stock&symbol=GOOG&page=multi&selected=GOOG