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"Long term, Google will be able to tie offline activity/purchases to online/mobile ads, which...

"Long term, Google will be able to tie offline activity/purchases to online/mobile ads, which will better demonstrate the value of mobile," says Piper's Gene Munster. Like others, he's optimistic Google's (GOOG +5.5%) Q4 performance, which included a 2% Q/Q increase in ad prices, is evidence the mobile transition is going well. GigaOm's Derrick Harris notes Q4 capex of $1.02B was an all-time high if one excludes a $2B 2010 real estate purchase, and co-worker Janko Roettgers observes YouTube is no longer seen as a peripheral business. (more) (transcript)
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