Shia

Google’s Earnings Expose Wall Street’s Limitations

I agree Google have their act together. However, your comment about Comscore reporting "a significant slowdown in year to year growth in paid clicks" is explained on Comscore's own blog:-

Why Google’s surprising paid click data are less surprising. The change “is primarily a result of Google’s own quality initiatives that result in a reduction in the number of paid listings and, therefore, the opportunity for paid clicks to occur”.

What Will the Yahoo Board Decide?

Fine so everyone expects Microsoft to win.

Why should two companies who have failed in search individually be able to combine successfully to take on Google?

Why the Yahoo Deal Must Happen

I'm sure Gary Kildall would have a few original thoughts, if he was still around.

At present Office 2007 is way ahead of Google docs. There is simply no comparison. Google docs is fine for quick simple docs, but no match for all the cool features in Office.

I guess if the Microsoft/Yahoo deal goes through Microsoft will put a web version of office to compete with Google. The big problem for Microsoft they will be competing against the versions they sell - Catch 22.

Finally, a Reasonable Valuation for Google

Google certainly appears to be in a very strong position, particularly after their acquisition of DoubleClick.

If Microsoft’s bid for Yahoo succeeds, there is no guarantee MicroHoo will be able to blend together and offer superior competition to Google.

Will Ask.com/Google Merger Inspire Yahoo!/Microsoft?

It might make sense for Microsoft and Google, but is this good for advertisers.

There will be one less player which means less choice. Will the merger drive up the costs of PPC? Already competition for popular keywords is going up as more and more businesses move their budgets online?