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Technology Stocks : Google - No Soapbox

GOOG 165.04

-0.8%

Mar 20 3:59 PM EDT

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From: Gabriel008	1/27/2006 12:31:48 PM
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I set up a quarterly search index [QSI] that compares GOOG vs YHOO. In the latest quarter YHOO's QSI was 0.7% vs 18.9% for GOOG. This QSI is a function of Reach plus Page Views but does not include market growth or pricing power. In terms of market growth this is universal and impacts both GOOG & YHOO identically. Pricing power is another issue, however. In late August GOOG implemented Variable Term Pricing effectively increasing their CPC rates. This VTB didn't seem to impact revenues in Q3 but that may have been due to market lag. Who knows? YHOO's QSI was 0.7% in Q4 & their sequential revenue growth was 13%. GOGG's was 18.9%. Does that mean their sequential revenue growth will be 31.2%. I think 31.2% will be their minimum growth & with VTB thrown in it may go to 35%.

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