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"A material inflection has occurred in Q1," says Stifel of Google (GOOG), noting IgnitionOne...

"A material inflection has occurred in Q1," says Stifel of Google (GOOG), noting IgnitionOne reporting search spend dropping 1% Y/Y this quarter. For the past 8 quarters, the same metric has averaged up 18% Y/Y. "Although only one data point, the read through to Google U.S. revenue growth is clear and negative." Shares -0.7% premarket.
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Comments (7)
  • The Aristos
    , contributor
    Comments (58) | Send Message
     
    A movement to the closed off environment of apps. Advertisers will be shifting to work for these highly engaged users. Search advertising will still be king but perhaps it has hit a high?
    27 Mar 2013, 09:13 AM Reply Like
  • Drew9944
    , contributor
    Comments (130) | Send Message
     
    All those cheaper Android phones being sold in the Emerging Market Third World by Samsung and Huwaia and others, or no money downpayment Android Phones being sold in USA (I have one, and HTC phone), are the bottom half or less of the Market... and it turns out their users DON'T DO MUCH INTERNET COMMERCE. Its the old story in business the 20/80 Rule. The top 20% of a market, the higher socio-economic cusotmers or bigger customers are where the Profits are. That's why Apple only has 20.5% of the Smartphone Market worldwide BUT MAKES 72% of the PROFITS in smartphones. The fact is 1 billion more eyeballs looking at Google Ads from countries with average incomes of $3,000 or $5,000 a year (India or China), where Android mostly is not even getting the higher income richer people in those countries... isn't going to ad much profits to GOOGLE. Its not like here in USA where the poor and moderate income people pay no income taxes and are given often $30,000 or more of spending money for housing, autos, consumer goods by our welfare system per year.
    27 Mar 2013, 09:17 AM Reply Like
  • stevereid
    , contributor
    Comments (31) | Send Message
     
    Owners of GOOG have seen a nearly 5% drop since the beginning of March--from 844 to 803. Owners of AAPl have seen a rise of over 8.5% from 419 to 455 in the same time period (since March 4).
    STRATEGY: sell GOOG and buy AAPL as the continue their flight paths to meet somewhere in the middle, probably around 600-650.
    GOOG P/E too high at over 25, AAPL too low at less that 10.
    27 Mar 2013, 10:18 AM Reply Like
  • The Aristos
    , contributor
    Comments (58) | Send Message
     
    I could see GOOG at 700 by June, but it will find support. AAPL is only going higher on something big (buybacks, unexpected earnings, announcement). I don't think you will see a meeting anytime soon. That being within the next 6-12months. AAPL will stay near it's 50day until any +/- catalyst happens.
    27 Mar 2013, 10:33 AM Reply Like
  • pagreen1966
    , contributor
    Comments (647) | Send Message
     
    So true. Just try comparing the chart of (GOOG) and (AAPL) on Google finance. Over the last 6 months they have been moving in completely opposite directions. Therefore as Apple gains strength there is a very strong likelihood that Google will slip!
    27 Mar 2013, 10:44 AM Reply Like
  • racchole
    , contributor
    Comments (365) | Send Message
     
    Comparing GOOG to AAPL is your first mistake. They exist in two very different worlds, universes, industries, etc.

     

    See all-time AAPL and GOOG charts and you'll learn a lot more about the behavior of these stocks. Ain't nothing worse than looking at a 22-day time frame.

     

    Long GOOG (automated vehicles, dominant search technology at your fingertips), forget AAPL (boom-and-bust consumer company) and sleep easy.
    27 Mar 2013, 05:12 PM Reply Like
  • racchole
    , contributor
    Comments (365) | Send Message
     
    Pagreen, I urge you to re-visit your logical thinking process before you make any investment decisions. No two stocks will behave a like, whether they operate in the same industry or not, in the same country or not, etc.

     

    Also, AAPL cannot be compared to GOOG on any level - they fundamentally operate as two radically different companies who target different customers for different products. Sure, GOOG engages AAPL in the smartphone realm, but I don't see AAPL engaging any other industry that GOOG covers.

     

    Quite simply, you should not buy AAPL just because GOOG is coming down, or because AAPL reached $700+ and you expect it to go there.

     

    You will find absolutely no productive information on social websites when it comes to researching AAPL, the stock. You should do yourself a favor and pick up some time-honored books, such as Benjamin's Intelligent Investor. It will teach you a world of information that you will not find in the words and opinions of uninformed stock investors commonly found on SeekingAlpha and other social websites.

     

    Think carefully, and good luck.
    27 Mar 2013, 06:43 PM Reply Like
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