Seeking Alpha
  • David Jackson
    Goldman downgrade of $DMD and $IACI demonstrates risk of relying on Google search, even paid ads, for traffic and revenue.
    Reply (2)
    • James Sands: It's all about the search platform, or developing and owning significant content. I don't think that $DMD has either not so sure about $IACI
    • TripaxCap: IAC search bus is diverse-toolbars,, GS thesis takes one business line and one mktg tactic and from that damns whole
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