October 30, 2004

Quiz Time

Another short quiz for those interested:

1. In the film world, who or what is Gumping?

2. What was the impact of post World War II paper shortage on Tolkien's LOTR?

3. While on the topic of Tolkien, here are the instructions Tolkien left regarding the conversion of his books into movies:

It might be advisable to let the Americans do what seems good to them – as long as it was possible to veto anything from or influenced by the __________ studios (for all whose works I have a heartfelt loathing).

Which studio?

4. From the beginning, there have been various stories about the origins and discovery of coffee. Islamic legend ascribes the discovery of coffee to devout Sheikh Omar, who found the coffee growing wild while living as a recluse in a famous coffee producing place in Yemen. Which place?


At 3:34 PM, Anonymous Anonymous said...

I wont spoil it this time. I hope still some people might be interested. So i would drop the google hints and some others if you can catch ;) -:

1) Definitely something to do with Forrest Gump.( thats all i could think about
googling "Gumping movie" first hit gives the answer.
I know my answer is not "seamless" but now its anyone's guess.

2) "the impact of post World War II paper shortage on Tolkien's LOTR" googled again gives the perfect answer. Well i donot have any "paper shortage" here on your blog, but dude if you mind my posts objectionable(esp. being a spoiler to ur foreplays then let me know, i would not bother bothering thou)

3) Google rocks! again first hit:> to
"might be advisable to let the Americans do what seems" does the trick.
Two points i would make here -:

1.Had Tolkien been alive, he would have given "Mike Eisner" a very hard time, the poor man is already in so much trouble.
2. Its not for nothing that the Googles of the world double their share value trading just 2months after their offerings n yet are assessed by most analysts as undervalued. What is their true value ??? Imagine, can any online quiz ever survive with google alive:O
Dhar! i must say i am a bigger fan of google than you and your cronies are of linux.

4)"Islamic legend ascribes the discovery of coffee to devout Sheikh Omar" does it again!:O
I never knew "cha" in it was pronounced "ku" when i passed through its namesake coffehouse in bandra but yeah i have tasted it once since i've been here and it does taste nice.

At 4:30 PM, Blogger Dhar said...

Dont worry, you are not alone... I too am a big fan of Google. But I serious believe at $ 190 it is tad overvalued. Look at some other comparable companies:

Yahoo: $36.19
EBay: $97.63
Amazon: $34.13
Microsoft: $27.97

Inspite of all my love for Google, I do think at $190 it is over valued. But I have a sneaky suspicion that it might go over $200. All it requires are a few more acquisition announcements (like Keyhole Tech) and a few more quarters with good earnings.

But how long will that last is the question? Wonder if Google can give me the answer...


At 5:06 PM, Anonymous Anonymous said...

I guess your comparison is a bit skewed here. Can you give me reasons why you compare goog with ebay or amzn?
(yhoo n msft are direct competitors definitely)
Also could you clarify if any theory in pricing which supports the notion that companies in same industry segment need to be priced in the same band. I dont think that trend follows anywhere, tech,pharma,auto... Does it not entirely depend on mkt cap, size of biz shareholder perception et al?

But i would bet for most part of '05 goog is going to be good value at 150-160. This is as a result of post offering optimism, good results in this qtr, populist diversitfication(dont get me wrong here, but one of your very recent posts was on this. i think this is mostly populist and going to simmer down as soon as they have the right strategy in place. Mostly they are trying to answer the question of skeptics -:"Google! huh! what after the search engine?". As they get a good answer to it, we all would know).
It would cross 200, but i would bet it wont go any higher(220+ and i would really feel sorry for those who would invest at that price:D). 150-160 it is(unless something really tragic happens. I dont think it would ever face anyway near what amzn faced during meltdown, but by tragic i mean something really going wrong in the segment).
Last but not the least, all the other 4 you mentioned are mostly rightly valued or a bit undervalued for sure.

And dood! if google could provide that answer:O there would be all monkeys throwing dart at the bourse floors.

At 8:48 AM, Blogger sudeep said...

Google is not offering web services yet (and there are software and hardware problems in offering web services, besides the economic case is yet to be made), so how can they be competitors with MS ? Unless MS construes the browser and search engine wars as a zero sum game where one company gains at the expense of the other. Btw, MS is concentrating a lot of resources towards its next gen OS, longhorn and a lot of microsoft testing mokeys are jumping arnd talking abt better reliability testing.

The pricing of Amazon, Ebay etc may be compared with google as the only way google earns money is from advertisements and "sponsored links". These ads can be there for two reasons
1) Reminding everyone constantly that they exist, to have a higher recall value.
2) They aim at actually selling something.

Now guess what ebay and Amazon do ! They sell stuff. And their interfaces, brand value etc is geared towards "selling stuff". If I have to buy a cell phone, I dont go to google and type motorola cellphone, I go to amazon, read a few reviews and make my devision there. Ditto for books, laptops, music systems and other odds and ends.

Why should advertizers pay a premium to place ads on google over much more focussed and better organized sites like ebay or amazon ?

Seriously, how often have you clicked on a sponsored link by google ? or how often have you even noticed those silly little text ads that they put up ?

google is great for cracking online quizes, figuring out why my linux kernel crashed, tracking obscure MS/Linux/Application bugs, finding homework solutions, but:


Ofcourse, one cant just compare the yahoo stock price with any other companies, isnt there some measure like P/E etc ? (what does it mean btw ?) so google may still be at the right price range, but the hoopla that google is going to dominate everything somehow reminds me of 2000.

At 10:12 AM, Blogger Dhar said...

Microsoft is jumping onto the search bandwagon in a big way. It has made no bones about the fact that Longhorn will have "Search" (both web and HDD) integrated into the OS (just like they did integrated IE with the OS).

Amazon has coming out with A9 (which is yet another search engine) and Google is going into print.google.com which will probably compete (indirectly) with Amazon.

About diversification, I have a feeling a couple of incorrect acquisitions will create problems. Blogger mades a lot of sense (it is all about Data, you see) and therefore so does the acquisition of Picasa. I am not able to see any reason for their acquisition of Keyhole Tech. Maybe there is some reason, but the point is a couple of wrong acquisitions could cause problems...

> Seriously, how often have you clicked on a sponsored link by google ?

SudeJ, we are probably not the right demographic those advertisers are targetting. I read somewhere Google offers advertisers a pretty high click through rate. And if I remember correctly some advertisers gave figures that for every dollar they spent on Google they made some N dollars. Dont remember the exact figure but the advertisers seem happy with Google.

> the hoopla that google is going to dominate everything somehow reminds me of 2000.

Exactly. Google does what it does well. But so do Amazon and Ebay. They too have a pretty loyal customer base. So I doubt Google will directly try and enter their market. But Yahoo and MSN are certainly places where it can make a dent. But then, who can predict the future? Lets see what happens.


At 10:30 PM, Blogger sudeep said...

Even if MS is planning on incorporating search features into longhorn, isnt it like MS is invading googles turf and not the other way round ? They arent competitors right now or in the foreseeable future (up until such time as web services and thin clients become economically and technically viable) and itll be a "war" fought on googles land. Its just looks like MS has decided that they will stomp on anyone who has even a little bit of money and even the potential - say 10-15 years down the line - to compete with them.

btw, have you tried the MS search engine ?

At 8:11 AM, Anonymous Anonymous said...

It seems my question would go unanswered by Dhar. But anyway, i seemed to have sparked a fight between someone who seems like hating msft till death more than the love for goog. But its good to hear that.

At 7:26 AM, Blogger sudeep said...

huh ? :-/

At 5:02 PM, Anonymous Anonymous said...

final word:
goog back at 160s. Didn't i tell you it belongs there.
what shoots up falls down soon. but 160 it is.

At 7:24 AM, Anonymous Anonymous said...

Has anyone tried GLAT?

At 10:36 AM, Blogger Dhar said...

Had a look at it, realized it is for the uber-geeks...
The best one: What is wrong with Unix? How would you fix it?

For those of you who want to check GLAT:

At 4:40 PM, Anonymous Anonymous said...

Yeah that one and the one in which a blank space is given and its asked"How can you improve the emptiness of this space by adding something" (not verbatim)?
I thought you were a uber-geek! Arent you?

At 3:36 PM, Anonymous Anonymous said...

hi this is an anonymous reader ... can some body plz tell me abt some good quiz listing coz i gotta participate in a national level quiz contest and i have done nothing till yet

At 11:18 PM, Anonymous Anonymous said...

Hello Mr.Dhar, Can you pl. give me the answers for your ISB Quiz, WKW.PPT. Thanks.

At 5:45 AM, Anonymous Anonymous said...

Irony, so much talk of google, and this bloke wants information from Dhar on where to find quizzing material...

try kcircle.com, metaquizzics, or just google, or yahoo groups. ton of resources.

At 3:43 PM, Blogger tweedledeetweedledum said...

This blog is awesome! If you get a chance you may want to visit this mapping software site, it's pretty awesome too!

At 5:27 AM, Blogger Manik said...

Overvalued or not is not decided from the price of the share. It is decided from the market cap.

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