Sufiy

Despite Google's DoubleClick Acquisition, Microsoft May Be In the Lead

Great article!

Microsoft Sharpens Knives Against Google Books

Recent developments with Microsoft attack on Google's "cavalier" approach to copyright protection" highlighted more deep and structural problems to the core of Google's Business. In a simple interpretation all this story with copyright issues is similar to open next to Nike Shop a Whorehouse with cheap illegal copycats from Asia. "It will be very good for advertisement of your business" is very weak argument against criminal case. It is plain illegal and will kill Nike Shop. "Companies (Google S.) that create no content of their own, and make money solely on the backs of other people's content, are raking in billions through advertising revenue and IPOs," says Rubin, who oversees copyright and trade secret law at Microsoft." Here Microsoft is right and actually is rising the issue which could save trillions of Dollars to struggling US economy. Even more, until this "too liberal", criminal in nature approach is allowed (I think nobody cares so far and do not understand far reaching complications) it is killing USA economy and eroding the last resource of defence - Intellectual Property Rights. If you are not aware...con'd

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Tech Guru Michael Cahill's Picks for 2007

Regarding Google:

I have already wrote about Slowing Growth, MC/FCF=95 against Yahoo!'s 28.9, falling Operational cash flow by 9% in Q4 over Q3, saturation point in traffic with Down Trend, Technical Damage, trimming of CAPEX to save Free Cash Flow which is barely flat, but everybody was exited about Earnings and how they "beat" the street. Another surprise here: 13% "Efficient Tax rate" was very handy this Q they have reported EPS 3.29. If we will read ER we will find out that Income before income tax was 1184733, we will apply stated by Google 26% Tax (which is also rather interesting rate) and so normalise tax rate within the year without One Time Benefit due to deal with IRS (they call it "APA" :"Our effective tax rate will be greater in 2007 under the APA than it would have been without it." Surprise, Never Sacrify Party for Tomorrow's Morning.) In plane English if this One Time benefit would not happen now Earnings will be ONLY 1184733*(1-0.26)=876.7... mln USD against 313459 mln shares with Q4 EPS=2.80! way below Street expectations.

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Regards,

Sufiy.

The 20 Most Popular Websites

Hi,

My take from this very well written article that Google is actually losing in retention of interest from the internet audience and its importance and further "implide value" are way overated which is becoming evident in technical picture and deteriating fundamentals :

sufiy.blogspot.com/200...

Regards,

Sufiy.