Tate Dwinnell

Google Sell-Off Offers Opportunity

Ralph, William doesn't mention the bonus accrual or the acceleration of hiring.. these are very important components to the earnings miss and will be less of a factor next quarter. Also keep in mind that this is a company that is building out infrastructure at a torrid pace. What happens after the infrastructure is in place and all the pieces come together? Bottom line is that we have only seen the beginning of what this company is capable of. Moderating growth isn't surprising for a company this size so I would agree that we need to lower expectations a bit in the future but all the pieces are coming together for Google to dominant the web just as Microsoft dominated the desktop.

News Corp: Pay Attention to the MySpace Factor

Couldn't agree more. I'm long at 20.50 and holding for the long term.