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Technology Stocks : Alphabet Inc. (Google) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (6411)	1/22/2006 1:48:45 AM
From: Gabriel008	Read Replies (2) \| Respond to of 15857

Well, for what it's worth, let me give you some feedback; - 40% sequential quarterly growth only generates 1.47 billion in revenue [after TAC] if you assume that COG has remained the same @ 33.6% from q3. q1 was 36.8%, q2 35.7% and q3 33.5%. Extrapolating these results gives me app 32% for Q4. - in 2004 Google network web sites saw growth rates of 4% from q1 to q2; 11% from q2 to q3; and 28% from q3 to q4. In 2005 these rates were 8% and 7%, respectively. Q4, because of seasonality, has to show the same relative increase in growth from q3 to q4. I've estimated 30%-40% sequential growth from q3. - in 2004 Google web sites experienced 13% growth from q1 to q2, 20% from q2 to q3 and 29% from q3 to q4. In 2005 these rates were 12% and 20%, respectively - almost identical. I've estimated 30%-40% sequential growth from q3 to q4. - The net result is 1.40 - 1.50 billion in revenue based on TAC at 32%. However, I've settled on 1.45 billion based on a quarterly search growth index that I developed for both Yahoo and Google. Yahoo's was 10.8% and Google's was 34% from q3 to q4. Since Yahoo's revenue increased 13% in q4 I've assumed Googles revenue increased 36%. Ergo, 1.45 billion in revenue for Google.