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Technology Stocks : Alphabet Inc. (Google)
GOOGL 284.78+3.0%2:02 PM EST

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From: KeepItSimple2/12/2006 3:19:02 PM
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Google's (and yahoo's) single largest source of paid search income is from the home mortgage industry. No surprise, since home mortgage and construction has accounted for about 90% of all new jobs created since 2001.

However, bid prices on home mortgage related keywords are now dropping at a fast pace. Some people estimate mortgage keywords are up to 30% of Yahoo and Google's ad revenue.

Basically, if the housing bubble pops, the paid search crowd is going to lose a crapload of revenue.

hepguru.com
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