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

To: Lizzie Tudor who wrote (6745)	1/27/2006 4:57:12 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 15857

Lizzie, they make basically 100% of their revenue by selling tiny little 3 line text advertisements on webpages. it's like Don Lapre in the 1990s infomercials late at night telling everyone how to get rich putting tiny little classified ads in hundreds of newspapers nationwide. If that's your idea of the most dynamic company this country can create, then either a) we are fucked or b) you are delusional. --- when it is the most dynamic American company today

To: Lizzie Tudor who wrote (6745)	1/28/2006 2:17:23 PM
From: Gabriel008	Respond to of 15857

I just finished reading Amr Awadallah's latest on why GOOG will miss Q4 estimates and I think he missed the boat on his analysis. His assumption that GOOG only generated 8% PV increase from Q3 is the basis of his argument based on a Whisper Revenue Number of $2.05 billion revenue. Alexa also showed an 8% PV increase from Q3 but it is on a per user basis. He thinks that the difference between the 8% PV increase and the required 30% growth cannot be accounted for by Revenue per Search. I think that the increase in Reach, an additional 10% from Q3, plus market growth & pricing increase from Q3 were more than enough to account for the 20% difference. awadallah.com

To: Lizzie Tudor who wrote (6745)	1/29/2006 12:46:23 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 15857

From John Battelle blog and other... more on the automakers buying ads GM says “Google Pontiac” - Mazda Cashes In Monday January 23rd 2006, 7:19 pm Filed under: Local Advertising In follow up to my recent post on GM pointing users to “google pontiac”, i’ve noticed that some companies are cashing in, namely mazda. When you advertise on keywords on google, you have a set budget and once you hit that budget your ads stop showing up. It would have been great if local dealers could have cashed in on all this interest as opposed to Mazda. In this screenshot you can see that Pontiac has essentially used up its budget and its ad is no longer on google: localzing.com