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April 17, 2008

Google Conference Call Comments

Hanging on the Google conference call. Nothing exciting so far.

Being tipped that capex will likely continue to current levels or beyond.

Sergey tipping 100 improvements in search introduced in quarter. Not to be rude, but does this deserve so much time?This is awfully inside search-baseball for the opening of an earnings call.

As an aside, I have out my iPhone timer for the inevitable Mary Meeker question.

Wait. Sergey talking mobile. Something coming? News? Oh, language versions. Mobile search traffic "growing rapidly". Great, glad to hear that. I was so worried. Youtube? "Mobile video traffic growing rapidly" too. Another load off my mind. Not.

Ten hours of new video going up onto YouTube every minute. No idea what that actually means in monetization, but it's a great stat for future presentation porn. Whoa, and Dunkin' Donuts uses YouTube.

Back later. Am now on a plane and incommunicado for next hour. Feel free to time Mary Meeker in my absence.

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