Ryan

Earnings Preview: Will Google Perform?

Oops, it was in the Wall Street Journal today. If you can get your hands on one...

Earnings Preview: Will Google Perform?

Wrong link... will find the one I meant to link.

Earnings Preview: Will Google Perform?

I never said people are stopping clicking. I said that competition is heating up and the money made with AdSense is pathetic. This is what I'm seeing: biz.yahoo.com/ap/08041...

I just moved 1/4 of my advertisements to a different ad network, from Google. I maintain that Google will face increased pressure and is too richly valued at $510 (or even $450). My opinion, but then again I often disagree with Wall Street.

Degu, congrats on the $100k.

Earnings Preview: Will Google Perform?

Global, as I've said many times now, I have no stake in Google, short or otherwise. Seeking Alpha is a place where people share their views, deal with it.

Earnings Preview: Will Google Perform?

Degu,

I also rely on adsense. I understand that many individuals and businesses rely on adsense. What I'm seeing, though, is an exodus to other advertising venues. Time will prove me right.

As for reducing false positives - I know they're succeeding at doing that, but that certainly isn't the only reason behind their reduced paid clicks. Something like 28% growth in Q4, now we just learned it's 2% growth in Q1 08? That's horrendous. And it's not just the reduction in false positives.

I don't have any vested interest in Google. I call it like I see it, and we will see what happens.

Good luck to everyone.

Earnings Preview: Will Google Perform?

Misterdan, my company is not taking advertising away from Google. I do not compete with them at all. In fact, I use their service. That's my point. The ad revenue generated from AdSense is pathetic and many other options exist for generating better advertising revenue.

Freakyguy666, online marketing technology is a rapidly growing space with many competitors lining up to take a piece of the pie. Many many options are available to website owners (such as me) and Google is rapidly becoming a second choice play. Furthermore, a forward P/E means nothing, as does the 30% growth rate. Both of those are guesses, and analysts themselves say that it's nearly impossible to know what Google will report. Basing advice on that is not a good bet.

Globalmacro, while its true the market is pricing in a tough quarter, I'm simply saying I think it will be worse than expected, hence worse than what is priced in.

I am merely stating my observations, both as a Google customer and as a value investor. Take it with a grain of salt and do your own DD.