freakyguy666

Sitting Out the Great Google Debate

Just a few notes: a) it would have been helpful to mention that Yahoo and AOL did not experience the same level of declines in paid click ads, suggesting that this is unlikely to be related to a slowing economy, but more likely a result of the Google-specific changes. b) comScore themselves have been publicly defending the Google numbers are not indicative of actual revenues--which is what really matters for the stock; c) Yahoo indicated just a few days ago that their revenues guidance remains unchanged, which would be tough to do if the macroeconomic conditions had worsened for the paid-click industry; d) Google's market share gains in January and February are excellent and bode well for the quarter given that their international growth will also be likely performing similarly--if not better--and therefore their international ad revenues are more likely to experience growth as well.

Thanks!