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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: The Duke of URLĀ© who wrote (90991)2/24/2005 4:30:33 PM
From: olivier asser  Respond to of 122087
 
Music started ending today with downgrades and news about declining ad pricing. GOOG's revenues are based on those ad prices. Any kind of a price war, then those prices could easily plummet, and then GOOG revenues along with them. EBAY's top North America officer recently called GOOG ad pricing "bubble-like," and said they were not increasing their ad budget a cent.