Re: Google
Phoenix
4/10/2012 11:06:50 AM
Google is expecting too much with it's social networking although people may also use google to stay in touch with friends like they do on Facebook. I doubt google can win over users that easily. People are essentially creatures of habit and they also don't want to go through with the hassle of moving things here and there. So they would much rather stick with their current service provider.
I don't think Google+ is interesting at all. And it seems to me it has very little traction.
I think that Google really did something good with Google+, but I think it is going to take some time before it can be leveraged to the levels Google wants it to be. and given Googles track record with projects, they could just end of life the whole platform in a year or two.
Re: Google
Dex
4/10/2012 10:02:24 AM
That letter from Page puts an awful lot of weight on Google+, which almost makes me conclude the CPC numbers are not going to be all that strong. It's seems like it's setting the stage for how big things WILL be rather than how they exist right now.
One key metric to watch is cost per click (CPC). The decline in CPC (basically ad pricing) last quarter was a big cause of the stock's drop following the Q4 report. Google is seeing more mobile searches, where the CPC tends to be lower. I think even a slight rise in CPC in Q1 would be interpreted positively.
Re: Earnings expectations
Dex
4/10/2012 9:57:10 AM
Maybe they think expectations are already down so much that there's no point in pushing them down more!
According to Bank of America Merrill Lynch strategists, the number of companies in the S&P 500 that issued guidance last month was the second lowest monthly total since 2000. So I thought this quote in the WSJ's MarketBeat blog was interesting: "Maybe companies are living by this age-old adage: If you don't have anything nice to say, don't say anything at all."
Google just published its "update from the CEO." The strategy update, written by Larry Page without input from co-founder Sergey Brin, was published over the weekend,
The highlights:
- Page is committed to Google+
- "Android is on fire, and the pace of mobile innovation has never been greater."
- He's bullish on Google's investments in Youtube and other big bets, noting that these "high-usage products will likely generate significant new revenue streams for Google as well as for our partners, just as search does today."
- "It's easier to make progress on mega-ambitious goals than on less risky projects. Few people are crazy enough to try, and the best people always want to work on the biggest challenges."
- Oh, yea. He wants you to love Google. Whatever.
Re: Google
ProfR
4/10/2012 9:21:34 AM
I think Google is a question mark. Ad revenue is good but they are too tied to this. They are spending in a lot in other areas but so far none have enough revenue to influence the growth of the company. I would not buy Google stock.
Does anyone want to weigh in on Google? Do you think it will meet expectations this quarter after badly missing with fourth-quarter numbers in January?
Costs have risen under co-founder Larry Page in his first year back as CEO, and the stock saw a double-digit drop after the Q4 earnings call. It has yet to recover. Shares (NASDAQ:GOOG) closed yesterday at $630.84, compared to their pre-earnings closing of $639.57 in January.
So predictions, please?
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