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  • Is Google Scared? [View article]
    Not true that Adsense has no incentive for publishing good content. If you have a high quality site, advertisers will specifically target it for CPM (cost-per-thousand) ads. This drives up the amount of money you're paid for both types of ads - CPM and PPC.
    Feb 08 14:41 pm |Rating: 0 0 |Link to Comment
  • Google Longs: Consider Yourselves Lucky [View article]
    Microsoft shareholders seem to disagree with you. Maybe some have looked into how well MSFT manages their web properties (not well). This deal has the potential to make Time Warner & AOL look like a marriage made in heaven.

    Google has pulled back, it's a great value here. They will continue to dominate and extend their lead while Microhoo stumbles around, dazed and confused.
    Feb 06 09:48 am |Rating: 0 0 |Link to Comment
  • Google: A Buy On MSFT/YHOO News? [View article]
    Oops, that was a comment by anon, not Thomas.
    Feb 02 04:09 am |Rating: 0 0 |Link to Comment
  • Google: A Buy On MSFT/YHOO News? [View article]
    Hi Thomas. Please explain "GOOG PEG is low because its growth is overestimated @ 25%".

    My take - They only missed avg earnings estimates by .01 after you remove stock option costs, they missed revenue by $60 million or 2%. One of the big factors for the quarter seems to be that they had to Myspace a bunch of cash in Q4 as part of their $900 million ad deal (was triggered by minimum payment clause).

    Check out the conference call, they refer to the Myspace (or unnamed partner site, just guessing it's Myspace) payments as something that's probably just a one-time 4th qt event. Hopefully they won't make that mistake again. They're also doing a lot of ad-experiments to figure out what works on social media sites. It's not like search, harder to monetize and will take a bit to nail down.
    Feb 02 02:07 am |Rating: 0 0 |Link to Comment
  • Google: A Buy On MSFT/YHOO News? [View article]
    Glad I waited to pull the trigger, was considering buying before earnings. Now Google looks even cheaper. PEG is below 1, that seems crazy.

    I'm a search-marketer by trade, so I've seen the difference in how MSFT/YHOO and Google run their operations. There's no comparison. Google has the best platform by far.

    Merging YHOO/MSFT ad platforms is gonna be ugly, unless they just decide to scrap Microsoft's.
    Feb 01 13:17 pm |Rating: 0 0 |Link to Comment
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