October 14, 2010
I’ve been a Google (GOOG) bear for the following reasons: 1) The growing Facebook (FCBK)* threat. 2) Uncertainty regarding just how lucrative mobile advertising is. But forget that – Google is skyrocketing up 9% after hours after delivering a much better-than-expected third-quarter earnings report. EPS came in at $7.64 a share, absolutely crushing the consensus [...]
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September 28, 2010
There’s nothing I like more than being early on something, and I think I’ve been pretty early in identifying Facebook (FCBK) as the number-one threat to Google’s (GOOG) dominance in online advertising. Here’s what I wrote for Minyanville on August 4th: Until recently, I had the mindset that Facebook and Google weren’t destined to clash. Well, [...]
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