Dronamraju Ravi Prakash

I cannot post my stock opinions about yahoo! because i work for yahoo. Suffice to say that a large portion of my networth is in yahoo stock currently and I am comfortable about it.

As for amazon, I treat it like a retailer and look at the margins. I like the company, because it has tremendous lead in the online ecommerce channel. However, this company deserves to be compared to walmart and not google at this time. They have interesting forays with amazon maps, a9 and open search. However, When investing in stock, i would like to see revenue. If you cannot show me immediate revenue growth and multiples (like google) atleast show me marketshare and explain to me why that market is big. I can try to guess some multiples. With A9, so far they have been a good lab. They don't have significant marketshare or revenue.

I wanted to quickly review recent decisons and see how things are going with each

• SOLD GOOG @ 300. Seems like a decent decison. Market is still betting that there is more upside (or atleast limited downside to stock). GOOG is hovering between 280-290.
• Continuing to Hold NFLX. As expected, NFLX moved to $22+ range. Given the additional news about blockbuster's 2Q loss and lowered debt rating, things seem rosy for NFLX. Good business, weakened competition, continued expansion. Continue to hold.
  
• Bought AQNT. Aquantive had a good quarter, but not great. The stock is down a tiny bit from where i bought it. May be i should get out of this one..