Two words "CLICK FRAUD" Let me ask you and everyone else one thing...When you are surfing the net..you should be able to notice "Click Fraud"...Second: When advertisers do some real independent studies on ADS on the net and revenue from those ADS they will find what I have always known....Put them in my face, click fraud them to my screen, and I will respond the same way I always have ....hit the little X on the screen and continue doing whatever the hell I was doing...Name 5 Internet ADS you saw that turned into revenue for that company...$0.00 here and I'm worth 8 million....They can trick the advertisers for only so long.. WAIT, WAIT, I forgot Women(Spenders of 71% of Disposible Income) and there impulses...GOOG goes to $1000..haha
There is no such thing as friends on wall street. If there is money to be made, those people on wall street will be your best friends. So as long as Google do well, these wall street personnel will fawn upon them
You need to diversify a bit more. I got 40% GOOG 40% YHOO 20% VoIP Lets see -- We got Telecommunications (VoIP) Search (goog/yhoo) Email (goog/yhoo) Gaming (yhoo) Video - paid & free(goog) Social Networking (yhoo) Shopping (goog/yahoo) Auctions (yhoo) News (more so yhoo, some goog) Music - paid & free (yhoo) and a crap load of other stuff financial services (yhoo) overall I think we're touching upon alot of industries in my portfolio