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COPYRIGHT 2005 Voxant Inc.
Original Source: CNBC/DOW JONES BUSINESS VIDEO ANALYST INTERVIEW
RON INSANA, CNBC ANCHOR: All right, for a closer look at Google now, let`s bring in Ernie Ankrim. He is chief investment strategist at the Russell Investment Group. Google is one of their top 30 holdings. And also, Jim Hedges, principal at Imperium Partners Group and a CNBC contributor.
Gentlemen, thanks for being us. Ernie, I`ll start with you. With respect to Google`s broadened strategy, how successful do you think it`ll be against the likes of Yahoo! and Microsoft?
ERNIE ANKRIM, CHIEF INVESTMENT STRATEGIST, RUSSELL INVESTMENT GROUP: Well, Ron, I have to admit I don`t know as much about these individual stocks as the managers we hire, but really smart guys like Tom Marsico (ph) and Bob Turner think the world of this stock. If you just look what its earnings have done in a relatively short period of time, it`s a real barn-burner and it`s a value play as well. I mean not value in the...
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