freakyguy666

Earnings Preview: Will Google Perform?

I agree with the comments above. I would also add that the blogger doesn't mention any of the recent positives: a) the increased market share in March, b) the fact that nearly 50% of their revenues come from international business, which by most accounts is growing much faster than US, and c) the protracted Yahoo/MSFT/AOL deal just gives Google that much more stability in the eyes of advertisers, not to mention the fact that these types of acquisitions take a loooong time to finalize and will be a distraction for the companies' management and likely allow Google to take advantage.

With regard to the stock price, it should be noted that the current Estimates have been slashed significantly and GOOG is STILL trading at a forward P/E of 18.5 with a 30% growth rate. Not too much downside unless you think Google management is just plain stupid. Not a good bet, imo.

Google News Next Week Could Keep Its Rally Going

Buds, you are pretty naive. MSFT's comments are just posturing in order to get YHOO to approve the deal. Your name should be changed to Naive Buds.....

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!