The Teleconomist - TSC

Google Quarterbacks This Game

 

The risks to this stock are certainly higher at today's price than they were when Google was trading for one-third today's quote. But I continue to believe that Google's on offense, and Microsoft, Qwest, GE and so many other companies are the ones backpedaling.

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Hundreds of billions of dollars are at play here, and there will be lots of winners. Google has been and most likely will continue to be one.

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At the time of publication, the firm in which Willard is a partner was net long Google, Microsoft, Apple and Yahoo!, although positions can change at any time and without notice.

Cody Willard is a partner in a buy-side firm and a contributor to TheStreet.com's RealMoney. He also produces a premium product for TheStreet.com called The Telecom Connection and is the founder of Teleconomics.com. The firm in which Willard is a partner may, from time to time, have long or short positions in, or buy or sell the securities, or derivatives thereof, of companies mentioned in his columns.None of the information in this column constitutes, or is intended to constitute, a recommendation by Willard of any particular security or trading strategy or a determination by Willard that any security or trading strategy is suitable for any specific person. Willard appreciates your feedback -- click here to send him an email.

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