I’m on CNBC tonight shortly after 4pm PST talking about today’s Google earnings release. Big issues will be the following, among many others:
- DoubleClick deal. Investors aren’t happy about the opacity, so far, wrt DoubleClick numbers.
- Headcount and capex. Both continue to outpace GOOG revenue growth.
- Panama effect. Did Yahoo’s monetization engine have any market impact?
Related posts: