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  • Google's Miss: A Wakeup Call For Investors [View article]
    Google is doing great things in their core business, also they are aggressively expanding abroad.

    Just look at their hiring in Russia and other places.

    However, my questions are as follows:

    1) Google has invested significant money in businesses other than search advertising. I have yet to see significant ROI or even return on this money. If this doesn't change soon, it means Google is just like MSFT: great core business, great at losing money at anything else

    2) Google's international presence is not impressive. The tech base/MySpace/Youtube core is absolutely US; if either the international market is not ready and/or Google is not able to extend their dominance internationally, then again all these growth projections based on US economies of scale extended to the world are pipe dreams. Clearly in Asia Google is not succeeding - Korea, China, and Japan all have incumbent dominant internet presences. In Europe the picture is less clear.

    No matter what, Google's wonderful promise will have to execute in these 2 areas in order to justify continued share price growth.
    Jul 21 14:33 pm |Rating: 0 0 |Link to Comment
  • Investors Punish Google for Increasing Expenditures [View article]
    Who is William Buffet?

    If you mean Warren B., then you should at least mention Warren B. care-abouts like cash flow, return on investment, etc.
    Jul 20 16:59 pm |Rating: 0 0 |Link to Comment
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