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Technology Stocks : Google - No Soapbox

GOOG 164.03

-0.6%

9:54 AM EDT

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From: Gabriel008	2/16/2006 9:14:25 AM
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This comment from RBC below confirms my suspicions - that advertising volumes were abnormally weak in Q4. From looking at the Alexa data for the first 6 weeks of 06 it appears GOOG's search growth has resumed. In fact, GOOG growth YTD is 28.7% - much higher than the 18.9% growth in Q4. Internet momentum has returned after a strangely weak December -- RBC RBC Capital says that data points from the second annual RBC Boston Internet Dinner suggest that momentum has returned after a strangely weak December month in both the U.S. and Europe. This bodes well for the ad-driven large caps, such as YHOO and GOOG, as well as small caps like MCHX and VCLK. MIVA and TFSM, yet to report earnings, may have seen pronounced weakness in Europe in 4Q, but should be more optimistic about 2006 given a strong start. Firm prefers YHOO and MCHX, both of which are very attractively valued.

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