Comments on: Google stumbles with first earnings miss
update Revenue meets analyst expectations at $1.29 billion, but stock gets hammered in after-hours trading.![]()
update Revenue meets analyst expectations at $1.29 billion, but stock gets hammered in after-hours trading.![]()
January 4, 2010 11:32 AM PST
January 4, 2010 10:42 AM PST
January 4, 2010 9:38 AM PST
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I know this paragraph makes your story more readable, but its nothing to do with Google's stock and shares.
Google's share value initially went down because Yahoo Inc had a lower than expected earnings, which spooked the business world.
The entire business world was affected during this period, not just Google.
The Japanese stock exchange crashed at exactly the same period the U.S exchange saw all time lows.
So, if the world was suffering, why is CNET connecting Google and Government requests for search data?
Come on Cnet, you can do better than that.
That said, CNET is famous for being a Google basher at ever turn.
I know this paragraph makes your story more readable, but its nothing to do with Google's stock and shares.
Google's share value initially went down because Yahoo Inc had a lower than expected earnings, which spooked the business world.
The entire business world was affected during this period, not just Google.
The Japanese stock exchange crashed at exactly the same period the U.S exchange saw all time lows.
So, if the world was suffering, why is CNET connecting Google and Government requests for search data?
Come on Cnet, you can do better than that.
That said, CNET is famous for being a Google basher at ever turn.
Read reliable business data from the period the government search data news broke.
On the Tuesday of that week Yahoo Inc reported low earnings...
You can research the rest.
Have a nice day.
Read reliable business data from the period the government search data news broke.
On the Tuesday of that week Yahoo Inc reported low earnings...
You can research the rest.
Have a nice day.
Google handing over serach data won't stop users using Google
Google filtering search results in China, would that really stop users using Google?
No, not at all.
It's not something the business world would blink an eye lid at.
Lets look at YAHOO's low earnings... now that would affect Google.
Lets look at a panic after the Japanese exchange crashed... now that would affect Google and every other corporation.
And guess what, thats exactly what happened.
Google handing over serach data won't stop users using Google
Google filtering search results in China, would that really stop users using Google?
No, not at all.
It's not something the business world would blink an eye lid at.
Lets look at YAHOO's low earnings... now that would affect Google.
Lets look at a panic after the Japanese exchange crashed... now that would affect Google and every other corporation.
And guess what, thats exactly what happened.
2) Ad-sense has been too successful. A very large cadre of content partners are doing nothing but farming adsense clicks. This makes their search less relevant, and puts the whole model at risk.
3) As in reason #2, Google has not been selective enough in choosing content partners. As a webmaster and busines owner, I can tell you that click fraud is a waaaay bigger problem than the 5 - 15 percent that Google acknowledges. At least it is in my line of work.
4) This is purely speculation, but I firmly believe that a large percentage of their revenue comes from people seeking illegal content (see my article at http://sustainablelog.blogspot.com/2006/01/hows-that-do-no-evil-coming-along.html). Check out the top 1000 search terms. Half of them are for porn, many of which are for disgusting terms such as "incest" and "preteen models". Seven of the top 10 are porn-related, assuming the searches for "paris hilton" are coming from fans of the sex tape and not "The Simple Life".
5) Ad-sense results for the customers are appalling. Again, their less-than-honest partner sites are creating false impressions to defraud the advertisers. I had a campaign on partner sites where the CPM rate was $5. My click through ratio was .0001. That is one click per 10,000 impressions, or $50 PER CLICK. Why would I continue to pay that when I can get clicks for 25 cents on Yahoo? (To be fair, Yahoo has its problems, too)
Look out below.
Mark Brandon
Sustainable Log - News and Views for Socially Responsible Investors
http://sustainablelog.blogspot.com
http://www.firstsustainable.com
When you subscribe to Sustainable Log, we give $1 to Alternative Gifts International in support of a cause of your choice.
It's refreshing to read this kind of post because God knows how many Google-bandwagon hoppers there are out there.
2) Ad-sense has been too successful. A very large cadre of content partners are doing nothing but farming adsense clicks. This makes their search less relevant, and puts the whole model at risk.
3) As in reason #2, Google has not been selective enough in choosing content partners. As a webmaster and busines owner, I can tell you that click fraud is a waaaay bigger problem than the 5 - 15 percent that Google acknowledges. At least it is in my line of work.
4) This is purely speculation, but I firmly believe that a large percentage of their revenue comes from people seeking illegal content (see my article at http://sustainablelog.blogspot.com/2006/01/hows-that-do-no-evil-coming-along.html). Check out the top 1000 search terms. Half of them are for porn, many of which are for disgusting terms such as "incest" and "preteen models". Seven of the top 10 are porn-related, assuming the searches for "paris hilton" are coming from fans of the sex tape and not "The Simple Life".
5) Ad-sense results for the customers are appalling. Again, their less-than-honest partner sites are creating false impressions to defraud the advertisers. I had a campaign on partner sites where the CPM rate was $5. My click through ratio was .0001. That is one click per 10,000 impressions, or $50 PER CLICK. Why would I continue to pay that when I can get clicks for 25 cents on Yahoo? (To be fair, Yahoo has its problems, too)
Look out below.
Mark Brandon
Sustainable Log - News and Views for Socially Responsible Investors
http://sustainablelog.blogspot.com
http://www.firstsustainable.com
When you subscribe to Sustainable Log, we give $1 to Alternative Gifts International in support of a cause of your choice.
It's refreshing to read this kind of post because God knows how many Google-bandwagon hoppers there are out there.
A lot of Google is smoke.
A lot of Google is smoke.
I have put Google Ads onto one of my sites to see what the fuss was about, and indeed, they make money. It has even boosted traffic to my site if I had to guess, as they are almost as good as content in some ways. I would have guessed the PPC system would have died years ago, but nobody knew how to do it as well as Google and Yahoo are doing it.
And lets remember what Google's stock started at? I don't think most people expected it to get as high as it has, so losing a bit should panic people. Plus the darned company still doubled its earnings, which is more than a lot of dog companies have done.
I worry more about Google doing something new and interesting that keeps the buzz and hype going.
NWLB
******
http://www.nwlb.net
I have put Google Ads onto one of my sites to see what the fuss was about, and indeed, they make money. It has even boosted traffic to my site if I had to guess, as they are almost as good as content in some ways. I would have guessed the PPC system would have died years ago, but nobody knew how to do it as well as Google and Yahoo are doing it.
And lets remember what Google's stock started at? I don't think most people expected it to get as high as it has, so losing a bit should panic people. Plus the darned company still doubled its earnings, which is more than a lot of dog companies have done.
I worry more about Google doing something new and interesting that keeps the buzz and hype going.
NWLB
******
http://www.nwlb.net
There is little doubt that the Google boys have a possibly unsurmountable lead in paid searches (after a huge investment and the repeated attempts of Mr. Softie, they continue to dominate the market.) (I think the next "big thing" are these "tagged searches" like Furl).
Having said that, the stock price has become detached from reality. Of course, stocks are forward looking, but when Google started reaching Henry Blodget/Amazon.com $400 levels, the smart money should have considered taking some money off the table.
Clearly, investors might start rethinking their hopes of an endless upward trajectory, but all good things that rely on both hype and fundamentals are subject to market realities. Recently, investors have warmed back to Yahoo. While this may be a long range trend, Google clearly will move forward (yet, just now are investing in Israel!) and will recover. My guess is the market reaction was related to so many smaller, weak-kneed investors getting spooked.
Paging Mr. Greenspan: "irrational exuberance" deja vu?
Perhaps the problem is with electing a Government in the US that continues to deal with China? Why not pressure your Government to cut of China like they do Cuba?
I'm sure you have NOTHING in your house/ownership that was made in China right?
There is little doubt that the Google boys have a possibly unsurmountable lead in paid searches (after a huge investment and the repeated attempts of Mr. Softie, they continue to dominate the market.) (I think the next "big thing" are these "tagged searches" like Furl).
Having said that, the stock price has become detached from reality. Of course, stocks are forward looking, but when Google started reaching Henry Blodget/Amazon.com $400 levels, the smart money should have considered taking some money off the table.
Clearly, investors might start rethinking their hopes of an endless upward trajectory, but all good things that rely on both hype and fundamentals are subject to market realities. Recently, investors have warmed back to Yahoo. While this may be a long range trend, Google clearly will move forward (yet, just now are investing in Israel!) and will recover. My guess is the market reaction was related to so many smaller, weak-kneed investors getting spooked.
Paging Mr. Greenspan: "irrational exuberance" deja vu?
Perhaps the problem is with electing a Government in the US that continues to deal with China? Why not pressure your Government to cut of China like they do Cuba?
I'm sure you have NOTHING in your house/ownership that was made in China right?
www.NWLB.net
As a search engine, it is incompetent. It's design and operation
are fundamentally flawed. It's cheap, because it IS cheap. No one
wants to pay for a loser. And once more, you are sounding like
just another Anoox shill being paid to repeat the same phony
claims whenever possible.
But that's okay. You need to make a living anyway you can. And
the Anoox message is easy to discard or ignore. We won't shoot
you. Just nest time, I hope they pay you more than 2 cents.
I am NOT a google shareholder but I do scan C|net comments for REAL opinions...Anakooky has caused Google to go down? You are a freak.
I accessed Anoox and put several strings in for search purposes. Leaving aside the fact that there is only one search option on Anoox (Search the Web), the results with which I was presented were so wide of the mark as to be practically useless. Additionally the item presentations did not 'spring' out of the page in the same way that the Google findings do. Maybe I'm just used to Google.
Perhaps Anoox will make a few giant strides and catch up, but right now it's got a long, long, very long way to go in my view. Manfred and I must see things in an entirely different way.
Google refuses to speak with the analysts. So, these analyst clowns have to try to figure out targets with NO EXPERIENCE figuring them out before.
Google didn't miss anything. A few guys with NO KNOWLEDGE made up some earnings targets. Google's earnings came in below those fake numbers.
Now, whether or not Google is worth $400 a share is another topic, but missing targets?? Please.
(Former corporate controller of a public company - now a tech guy.)
Google refuses to speak with the analysts. So, these analyst clowns have to try to figure out targets with NO EXPERIENCE figuring them out before.
Google didn't miss anything. A few guys with NO KNOWLEDGE made up some earnings targets. Google's earnings came in below those fake numbers.
Now, whether or not Google is worth $400 a share is another topic, but missing targets?? Please.
(Former corporate controller of a public company - now a tech guy.)
- Reality Check
- by ajbright February 1, 2006 10:40 AM PST
- It's funny, but I think people are starting to realise they've paid over $400 for a search engine stock - nothing else, just a search engine.
- Like this Reply to this comment
-
Showing 1 of 2 pages (53 Comments)While it is the most used search engine out there, and obviously Google make a stack of cash from their adwords thing, it is still just a search engine.
I don't particularly like Microsoft that much, but they do have something in common with Google. They have a search engine too - it isn't used as much, but it pretty much gives the same results. But for some reason a company that also has productivity software on 95% of corporate PCs, a paid for OS on 95% of corporate PCs, development software used by at least 75% of corporate developers (who may also use other software, but they do have Microsoft programming languages and SDKs), as well as gaming software, gaming hardware and peripherals.
So obviously the company that's just a search engine ought to be worth 10 times that of Microsoft - at least that's what these so-called stock market experts were trying to tell us a few weeks back. "Google will reach over $600 by the end of the year - keep buying Google".
To justify this, rumour after rumour keeps rearing up, all of which are BS, usually claiming that Google are about to develop one or more of the items on Microsoft's list of goodies. I found the one about making Google PCs especially funny.
These people are desperate to justify why they have advised the public once again to sink money into something they know nothing about.
What amazes me is after they talked a whole bunch of BS about technology stocks at the end of 90s, and helped so many people lose $1000s, they got to keep their jobs so that once again they're influencing the public to waste more money, advising them to invest in something they know nothing about - "Keep buying Google, it'll be worth over $600 per share by the end of the year"..