Dronamraju Ravi Prakash

My faith in netflix is getting rewarded. In my post of dec 04, I talked about why i liked netflix and my entry price. After market today, netflix is at $18.69. Topline grew healthily at 7% qoq. Looking forward to 20$ stock price again

I sold GOOG @300. This is a great stock, great performance, but the valuations are making me uncomfortable. Overall the earnings report looks good (12% sequential revenue growth) but not great (net income down sequentially due to higher taxes).
Overall GOOG is now in a different place, with a whole lot of room to disappoint and limited room to surprise positively. Only thing the speculators would point to is the inclusion in s&p 500. Overall, i think it's better to get out now and stay on the sidelines till more compelling reasons to own google come up (lower stock price or healthier earnings). I happy to buy other names in this sector.

BTW, I got into Aquantive(AQNT) at 18.30. This is a keyword advertising services company with about 200M in annual rev and growing about 50% on topline yoy.