I originally posted this on the Google Finance discussion boards and then though I’d fix it up a bit before posting… but well anyway…
I was bearish on Google before the last earnings call.
I felt that Google would miss some numbers due to recent changes
they’ve made in the “clickable area” of their ads and their PageRank
formula. Both changes were good long term (since they’ll help combat
click fraud and spammy publishers - and generally increase the quality
of the ads). But the changes came with some immediate cost to the
bottom line in the short term.
I am now bullish on Google for the same reasons. Or really because (1)
it wasn’t that bad and (2) the long term is already here.
Continue Reading 1 comment Friday, Apr. 4, 2008
by Jason
