Ryan Freund

Why I'm Selling Apple and Google Today - and Holding Amazon

"The story on Apple is Jobs and his health."

I disagree. The story on Apple is valuation and expectectations. Both are too high. Same with Google.

Google Is King, But for How Long?

I agree with everything you said here, Kevin. There is no way to predict what sort of disruptive technologies can make Google suffer. I believe there are companies out there doing that right now, as I stated in this article:

freundinvesting.com/20.../

Earnings Preview: Will Google Perform?

Degu,

No, I don't think internet users will stop clicking. I think those who have advertisements on their site are seeking other, more profitible ways of getting ad revenue. Google pays so very little. I also think the FireFox plugin that blocks Javascript (how adsense works) is hurting them.

Add to that the reduced advertising budgets of companies and you get a pretty dim picture of what's to come, at least in the next few quarters.

The 28% (or maybe it was 24%) drop down to 2% was not solely from reducing poor quality clicks. I have personally contributed to that reduction (I'm using AdSense less and less) and that has nothing to do with the quality of the clicks and everything to do with the revenue generated.