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Technology Stocks : Alphabet Inc. (Google)

GOOGL 171.97

+2.0%

3:42 PM EDT

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To: Lizzie Tudor who wrote (6830)	1/31/2006 9:40:45 AM
From: Gabriel008	Read Replies (1) of 15845

From the Internet Stock Blog this morning. Re the data you posted yesterday note the following; Third Party Data Read-Thru’s For GOOG: Mostly Positive – Although we lean more heavily on P&L results than on third party data, we do focus on select search query, clickthru, and pricing databases. Per comScore, Google’s Q/Q growth in paid search clicks was 14% across its network of U.S. sites (O&O and affiliates) and 22% on its ownWeb Sites in the December quarter. Compared to the results tracked for Yahoo!, MSN Search, AOL Time Warner, and Ask Jeeves, these are very strong results. At the extreme – in what is a hard-tobelieve number – MSN Search’s paid clicks declined 22% Q/Q, while Yahoo!’sWeb Site clicks grew only 3.5% Q/Q. What are the implications for Google? If the U.S. paid search click trends are accurate, this quarter marked a MATERIAL U.S. market share shift towards Google. This is nothing but a positive for Google. internetstockblog.com

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