Comments on: Round two? a.k.a. cash in while it's hot!

By: terry chay

terry chay — Sat, 20 Aug 2005 23:49:15 +0000

Why should he be bitter? Even if he was still working at Google, his shares wouldn’t have been close to vesting. If he was working at Google, he’d have a case to be bitter: a larger number of shares on the open market will probably mean that the price will go down. I’m surprised that a “financial expert” such as yourself isn’t aware of the one-year cliff period standard in the industry.

Also I fail to see truth in the insinuation that he was “bitter” at Google or Microsoft while he was working there, or even later.

Finally, from looking at the blog world, people would “still be reading his blog” if he made wild-assed pronouncements instead of asking for “financial experts” such as yourself to correct him.

By: dantheman82

dantheman82 — Sat, 20 Aug 2005 23:27:07 +0000

Of course you have some sarcasm in your tone, but I generally agree. GOOG is grossly overvalued for what they currently have to offer, but they may be able to keep investors happy and keep above $200 for some time. I’d definitely flip it into cash and sell if I where Google so they could make some interesting acquisitions. Would they look into Plaxo for instance?

By: MickoZ

MickoZ — Sat, 20 Aug 2005 17:46:38 +0000

Any comments or even critics often sound with a negative tone. Especially if it is a comments to someone that goes along those line “[Good, not bad, whetever], but … [I did not like X]” (hehe) or “You should… [improve] because [...]“.

A lot of people either think they understand you or they readed you perfectly (thinking you are full mad at m$ and goog, to me it sound like that path drove you to plaxo which you seem pretty happy about). Some people often feel attacked too when it gets personal (which is not the case there!).

By: Susan

Susan — Sat, 20 Aug 2005 06:40:09 +0000

Mark,
I didn’t think you sounded bitter at all. You were just posting information that you came across and were asking for explanation from an expert on these types of transactions. I will never understand why people read blogs just to attack the blogger with negative posts! Obviously, they are jealous and bitter themselves or they wouldn’t take the time to insult others.
Susan

By: markjen

markjen — Fri, 19 Aug 2005 22:22:01 +0000

Hi Mr. Brightside – I’m sorry you felt this post came off as bitter. I’m not bitter at either company; after all, business is business. What I pointed out was that many people currently think that the stock is overvalued. It’s a good move to cash in for a good gain while the gettin’s good – I’d do the same thing

The valuation analysis I was talking about was covered over at Om’s blog. I read it and thought it was interesting.

I hope you’ll understand that my tone was meant to be more incredulous and tounge-in-cheek than bitter and attacking.

Thanks!

By: Mr. Brightside

Mr. Brightside — Fri, 19 Aug 2005 19:37:15 +0000

Mark – You are awfully bitter and it comes through in your writing. You were upset with Google, you were even upset with Microsoft when you were there on their dime for a company picnic a few weeks back! If you aren’t a financial expert then I’m not quite sure what you are doing ranting on GOOG being overvalued. Since you aren’t a financial expert you might be interested to know that when you have stock options worth selling – selling them is the way you profit. Just an FYI.

Also, I think people would still read your blog if you put a more positive spin on life – you might try it.