Quaker

Is Google's Price Breakthrough Justified?

I think there are other things to consider, the most important is the efficacy on web based advertising.

For the record, Web sales are 2.6% of total retail sales. Web sales are now a decade old, trillions have been spent and lost on the system, and web sales still trail infomercials and door salesman.

If you can't sell on the web, what makes you think you can effectively advertise there. Look at Music. This is a business that should have soared with web based sales and marketing. It's getting killed.

In Television, products are commercials are tightly woven to promote products. How do you do this when the system is controlled by the end user.

IMO, it doesn't matter what % of adwords Google gets, and it matters less how many web hits they get. What matters is whether you can sell products. Advertising is an art. Successful ads are created by artist, not technology. If the price search engines can charge for searches falls, Google is a $25 stock. Amzn sales are booming and they still can barely cut a profit.

The web may very well end up as a primary driver of pornography and games. Color me skeptical.

No Way Is Microsoft Going to Buy Yahoo For $50B

as absurd as it sounds, I think MSFT is poised for the deal. They've managed to get their float down to 8.6bn shares which means they have 1.4 bn shares to piss away.

MSFT loves printing shares.