Comments on: Are the Markets Getting Too Heavy for Google to Lift? http://gigaom.com/2008/01/31/is-it-getting-heavy-for-google-to-lift/ Tracking the Internet Evolution Sun, 07 Sep 2008 11:22:13 +0000 http://wordpress.org/?v=MU hourly 1 By: Dear Yahoo, I Pwn You. XO Microsoft. » Ecommerce Blog http://gigaom.com/2008/01/31/is-it-getting-heavy-for-google-to-lift/#comment-859272 Dear Yahoo, I Pwn You. XO Microsoft. » Ecommerce Blog Fri, 01 Feb 2008 16:39:40 +0000 http://gigaom.com/?p=11361#comment-859272 <p>[...] when you’d think Google’s financial discombobulation would give Yahoo some rest comes this heartfelt bullet from Microsoft. On the PR newswire this [...]</p> [...] when you’d think Google’s financial discombobulation would give Yahoo some rest comes this heartfelt bullet from Microsoft. On the PR newswire this [...]

]]> By: Dear Yahoo, I Pwn You. XO Microsoft. - GigaOM http://gigaom.com/2008/01/31/is-it-getting-heavy-for-google-to-lift/#comment-859245 Dear Yahoo, I Pwn You. XO Microsoft. - GigaOM Fri, 01 Feb 2008 15:57:00 +0000 http://gigaom.com/?p=11361#comment-859245 <p>[...] Friday, February 1, 2008 at 7:56 AM PT Comments (0) Just when you’d think Google’s financial discombobulation would give Yahoo some rest comes this heartfelt bullet from Microsoft. On the PR newswire this [...]</p> [...] Friday, February 1, 2008 at 7:56 AM PT Comments (0) Just when you’d think Google’s financial discombobulation would give Yahoo some rest comes this heartfelt bullet from Microsoft. On the PR newswire this [...]

]]> By: January 2008, Cruel to Tech Stocks and Video Game Stocks | RyanSpoon.com http://gigaom.com/2008/01/31/is-it-getting-heavy-for-google-to-lift/#comment-859209 January 2008, Cruel to Tech Stocks and Video Game Stocks | RyanSpoon.com Fri, 01 Feb 2008 09:19:08 +0000 http://gigaom.com/?p=11361#comment-859209 <p>[...] capped a very difficult month for big-name tech stocks (Google coverage at Cnet, TechTrader and GigaOm). The volatility of each stock is remarkable considering the short time-frame and that each company [...]</p> [...] capped a very difficult month for big-name tech stocks (Google coverage at Cnet, TechTrader and GigaOm). The volatility of each stock is remarkable considering the short time-frame and that each company [...]

]]> By: klime http://gigaom.com/2008/01/31/is-it-getting-heavy-for-google-to-lift/#comment-859195 klime Fri, 01 Feb 2008 05:36:57 +0000 http://gigaom.com/?p=11361#comment-859195 <p>I think people forget or don't know that tech doesn't do well at this phase of the cycle, we are cycling up not running.</p> I think people forget or don’t know that tech doesn’t do well at this phase of the cycle, we are cycling up not running.

]]> By: thefamilyguy http://gigaom.com/2008/01/31/is-it-getting-heavy-for-google-to-lift/#comment-859173 thefamilyguy Fri, 01 Feb 2008 02:50:47 +0000 http://gigaom.com/?p=11361#comment-859173 <p>I think this is the end of GOOG (share price levels) as I see it. An year or two until the economy gets its mojo back to support such lofty valuations and I honestly anticipate that MSFT would have come on pretty strong in these two years in advertising, if not as much in search.</p> <p>Display advertising is the trump Eric tried to play today too and I think Yahoo and MSFT are attacking this very thing with their aggressive acquisitions(Blue lithium, Right Media and Aquantive respectively) and perhaps also a realization that GOOG is/will be the search leader after all. I see GOOG having a very tough competition to earn display ad dollars -- and it will have 1/3rd the revenue of it at best (even with DCLK acquisition.</p> I think this is the end of GOOG (share price levels) as I see it. An year or two until the economy gets its mojo back to support such lofty valuations and I honestly anticipate that MSFT would have come on pretty strong in these two years in advertising, if not as much in search.

Display advertising is the trump Eric tried to play today too and I think Yahoo and MSFT are attacking this very thing with their aggressive acquisitions(Blue lithium, Right Media and Aquantive respectively) and perhaps also a realization that GOOG is/will be the search leader after all. I see GOOG having a very tough competition to earn display ad dollars — and it will have 1/3rd the revenue of it at best (even with DCLK acquisition.

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