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Interesting take on the Google v. Microsoft competition. Google (and Apple) are the flavor of the day (well, the last couple years). Question is, as they increase in size and mature, will the growth rate continue and will investors and partners continue to line up.
Quoted: Still, some think investors are getting overly Google-fied. To justify its current stock price, Google needs to increase its revenue by 50% a year for the next five years, says David Trainer of business valuation firm New Constructs. Few, if any, companies of this size can do that, he says. "Investors are playing a game of musical chairs," he says. "The music has to stop."
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