Nickname: Ray

Review: Ben Elgin writes glowingly about Google/Yahoo ad revenues, yet doesn't cover the dire need for so much more to justify their share price. Ben and ilk who gloss gloriously over such parties might give thought to their self-imposed isolation. Try contacting either to discuss, pass on, innovations they may interested in. And compare that to Microsoft, which makes their research team accessible. Isolation is arrogance, and it is difficult to see these praised parties succeeding in the long term. Such is the nature of this very new technology.

Date reviewed: Apr 16, 2006 12:16 PM

Nickname: ricardo sardenberg

Review: Given the strength of Google video, I believe the estimates for ad budgets moving online is too timid.

Date reviewed: Oct 22, 2005 11:48 PM

Nickname: stevn

Review: Google is unstoppable!

Date reviewed: Oct 22, 2005 10:35 AM

Nickname: Nimrod

Review: Come on, the stock went down 5% in after hours on July 21 because of the cautious words given by management on Q3 seasonality, not because of the "umimpressive surge in profit." Come on, the GAAP profit went up mainly due to the revenue increase and decrease of SBC, a non-cash charge. Analysts usually compare proforma net income, not net income.

Date reviewed: Oct 22, 2005 7:19 AM

Nickname: Jeffrey@WorkingPerson.com

Review: I agree that there exists a very real risk for buy and hold style investors taking the plunge on accelerating results for the Internet group leaders. Dollar cost averaging in very small "bites" seems the only prudent way to invest here, and preferably when the market environment cools a bit. In that Microsoft went through very similar press and risk tolerance guidance in its early years, I would add that the opportunity presented here is every bit as significant, especially so with the less structured and less risk averse Google brand.

Date reviewed: Oct 21, 2005 8:01 PM