Comments on: Did the Market Overreact To Google’s Click-Through Woes? http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/ Startup and Technology News Tue, 10 Nov 2009 13:59:20 -0800 hourly 1 By: how to trade currnecies http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2493256 how to trade currnecies Mon, 06 Oct 2008 21:01:41 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2493256 The currency trading market can be cloudy but this post has brought out the sunshine. Thanks. The currency trading market can be cloudy but this post has brought out the sunshine. Thanks.

]]> By: Google Takes U.S. Share From Yahoo In July; Baidu Now Third Largest Search Engine In The World (ComScore) | SesliChat Sesli Sohbet http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2444561 Google Takes U.S. Share From Yahoo In July; Baidu Now Third Largest Search Engine In The World (ComScore) | SesliChat Sesli Sohbet Sat, 23 Aug 2008 15:12:23 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2444561 [...] to 11.7 percent on a quarter-over-quarter basis).  That quarter-over-quarter rate is what caused investor concern earlier this year, when it troughed at -0.3 percent in February.  Since then it has re-accelerated every month to [...] [...] to 11.7 percent on a quarter-over-quarter basis).  That quarter-over-quarter rate is what caused investor concern earlier this year, when it troughed at -0.3 percent in February.  Since then it has re-accelerated every month to [...]

]]> By: Google Takes U.S. Search Market Share From Yahoo In July; Baidu Now Third Largest Search Engine In The World (ComScore) http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2442829 Google Takes U.S. Search Market Share From Yahoo In July; Baidu Now Third Largest Search Engine In The World (ComScore) Thu, 21 Aug 2008 13:49:23 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2442829 [...] to 11.7 percent on a quarter-over-quarter basis).  That quarter-over-quarter rate is what caused investor concern earlier this year, when it troughed at -0.3 percent in February.  Since then it has re-accelerated every month to [...] [...] to 11.7 percent on a quarter-over-quarter basis).  That quarter-over-quarter rate is what caused investor concern earlier this year, when it troughed at -0.3 percent in February.  Since then it has re-accelerated every month to [...]

]]> By: When Everyone Talks About Weakness At Google, Wall Street Buys the Stock http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2183599 When Everyone Talks About Weakness At Google, Wall Street Buys the Stock Wed, 16 Apr 2008 17:20:48 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2183599 [...] its estimate for January growth to be 0.3 percent. Never mind that in the past there has been a very uneven correlation between comScore’s estimates and Google’s actual revenues. Or that changes in the [...] [...] its estimate for January growth to be 0.3 percent. Never mind that in the past there has been a very uneven correlation between comScore’s estimates and Google’s actual revenues. Or that changes in the [...]

]]> By: bananastandmedia » Blog Archive » Tech Offensive #15: So limited it’s not even worth an upgrade. http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2057878 bananastandmedia » Blog Archive » Tech Offensive #15: So limited it’s not even worth an upgrade. Fri, 28 Mar 2008 03:46:12 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2057878 [...] Google’s dropping, [...] [...] Google’s dropping, [...]

]]> By: 笨艺如此 » Google推出广告管理平台Ad Manager http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2044566 笨艺如此 » Google推出广告管理平台Ad Manager Tue, 18 Mar 2008 22:21:42 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2044566 [...] 在上个月末，comScore的一份报告显示Google广告的点击率出现下降的趋势。Google股价近期的下跌也多少受其一定的影响。这个Ad Manager适时的推出，不知道是不是Google的一种回应。 [...] [...] 在上个月末，comScore的一份报告显示Google广告的点击率出现下降的趋势。Google股价近期的下跌也多少受其一定的影响。这个Ad Manager适时的推出，不知道是不是Google的一种回应。 [...]

]]> By: Tech Offensive Netcast #15: “So limited it’s not even worth an upgrade.” | The Tech Offensive http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2017824 Tech Offensive Netcast #15: “So limited it’s not even worth an upgrade.” | The Tech Offensive Thu, 06 Mar 2008 09:31:02 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2017824 [...] Google’s dropping, [...] [...] Google’s dropping, [...]

]]> By: KlonBlog http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2013666 KlonBlog Sun, 02 Mar 2008 14:14:20 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2013666 <strong>03|08 - WebAllerlei...</strong> Google-Aktie auf Talfahrt - nur noch bei 471 Dollar iYouTube - personalisierte YouTube-Startseite Totspot - Social Network für Babys (und deren Eltern) Google-Aktie auf Talfahrt - nur noch bei 471 Dollar Die Talfahrt der Google-Aktie geht zurzeit... 03|08 – WebAllerlei…

Google-Aktie auf Talfahrt – nur noch bei 471 Dollar
iYouTube – personalisierte YouTube-Startseite
Totspot – Social Network für Babys (und deren Eltern)

Google-Aktie auf Talfahrt – nur noch bei 471 Dollar

Die Talfahrt der Google-Aktie geht zurzeit…

]]> By: InsaneIdea » Blog Archive » Google CTR Down Due To Click Area Changes http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2012223 InsaneIdea » Blog Archive » Google CTR Down Due To Click Area Changes Sat, 01 Mar 2008 00:10:55 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2012223 [...] Google’s stock took a hit based on reports that Google ads are not being clicked on as much as they use to be, comScore is [...] [...] Google’s stock took a hit based on reports that Google ads are not being clicked on as much as they use to be, comScore is [...]

]]> By: Search Engine Marketing Insight From Clay Fisher http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008982 Search Engine Marketing Insight From Clay Fisher Thu, 28 Feb 2008 00:08:45 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008982 <strong>When Financial Analysts (& Journalists) Need Search Marketers...</strong> I’m amazed at the logic (or lack thereof) behind the recent sell-off of Google stock amid Comscore’s report of flat YOY January paid search click-thru-rates.  The press and blogosphere has been buzzing with stories ranging from sensational (Google... When Financial Analysts (& Journalists) Need Search Marketers…

I’m amazed at the logic (or lack thereof) behind the recent sell-off of Google stock amid Comscore’s report of flat YOY January paid search click-thru-rates.  The press and blogosphere has been buzzing with stories ranging from sensational (Google…

]]> By: Martin http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008624 Martin Wed, 27 Feb 2008 18:17:18 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008624 Just a quick switch in perspective: Have you noticed the power of providers of key statistics like comScore? The power to influence the valuation of a company like Google in such a way is the main message I take along from this piece of news. Not only Google is currently a cheap buy, but also comScore looks like fairly cheap to get in... Oh well, in the end it is all a random walk down the street... Just a quick switch in perspective: Have you noticed the power of providers of key statistics like comScore? The power to influence the valuation of a company like Google in such a way is the main message I take along from this piece of news. Not only Google is currently a cheap buy, but also comScore looks like fairly cheap to get in… Oh well, in the end it is all a random walk down the street…

]]> By: Victor Shamanovsky http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008420 Victor Shamanovsky Wed, 27 Feb 2008 15:02:20 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008420 and now - "Websense is reporting that Gmail's CAPTCHA has been broken, and that bots are beginning to sign up with a one in five success rate. More interestingly, they have a lot of technical details about how the botnet members coordinate with two different computers during the process. They believe that the second host is either trying to learn to crack the CAPTCHA or that it's a quality check of some sort. Curiously, the bots pretend to read the help information while breaking the CAPTCHA, probably to prevent Google from giving them a timeout message." and now – “Websense is reporting that Gmail’s CAPTCHA has been broken, and that bots are beginning to sign up with a one in five success rate. More interestingly, they have a lot of technical details about how the botnet members coordinate with two different computers during the process. They believe that the second host is either trying to learn to crack the CAPTCHA or that it’s a quality check of some sort. Curiously, the bots pretend to read the help information while breaking the CAPTCHA, probably to prevent Google from giving them a timeout message.”

]]> By: JosefVirek http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008366 JosefVirek Wed, 27 Feb 2008 13:57:18 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008366 Goodbye Google. Goodbye Google.

]]> By: The Ace of Spades that doesn’t hide in a hole http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008357 The Ace of Spades that doesn’t hide in a hole Wed, 27 Feb 2008 13:40:14 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008357 Dropping stock prices, Wall Street excuses, the madness of crowds – few investors acting in isolation would buy stock in a company like Google . Hell, from where I’m sitting in Cape Town its looking like a bubble. Dropping stock prices, Wall Street excuses, the madness of crowds – few investors acting in isolation would buy stock in a company like Google . Hell, from where I’m sitting in Cape Town its looking like a bubble.

]]> By: Eray http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008322 Eray Wed, 27 Feb 2008 12:51:30 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008322 Ad Sense is a concept that weakens by the time people understand that context sensitive ads are in 98% not relevant to them. The click rate might therefore decline with this learning curve of the audience. Google is the very engine of an essential part of web2.0 - it makes us believe that ad-based business models are pure gold mines, whenever high traffic is involved. Im not sure if this will work out... Ad Sense is a concept that weakens by the time people understand that context sensitive ads are in 98% not relevant to them. The click rate might therefore decline with this learning curve of the audience.
Google is the very engine of an essential part of web2.0 – it makes us believe that ad-based business models are pure gold mines, whenever high traffic is involved. Im not sure if this will work out…

]]> By: shams http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008286 shams Wed, 27 Feb 2008 12:04:04 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008286 Simple reason is that there are too many competitions in the market and technology is available. So you have the technology, you use it, someone else do the same. Simple reason is that there are too many competitions in the market and technology is available. So you have the technology, you use it, someone else do the same.

]]> By: ionix5891 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008109 ionix5891 Wed, 27 Feb 2008 08:34:45 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008109 Well he whole company is built on hot air and the perception that they are not evil the stocks themselves were overvalued and their true colors started to show now with their recent "lets hijack 404 pages so people have a faster path to our ads!" brainwave which is pure evil and something i would expect only from spyware (speaking of spyware why does google tool bar have to send a report of every page i visit to google?!) maybe they'll wake up and realize 99% of their eggs are in one basket and just about every attempt to get into other markets failed Well he whole company is built on hot air and the perception that they are not evil

the stocks themselves were overvalued

and their true colors started to show now with their recent “lets hijack 404 pages so people have a faster path to our ads!” brainwave which is pure evil and something i would expect only from spyware (speaking of spyware why does google tool bar have to send a report of every page i visit to google?!)

maybe they’ll wake up and realize 99% of their eggs are in one basket and just about every attempt to get into other markets failed

]]> By: Marc Fawzi http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008104 Marc Fawzi Wed, 27 Feb 2008 08:31:32 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008104 Easy come, easy go. Easy come, easy go.

]]> By: Luther http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008103 Luther Wed, 27 Feb 2008 08:30:04 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008103 Adblock will finish them off. Adblock will finish them off.

]]> By: panefsky http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008101 panefsky Wed, 27 Feb 2008 08:27:34 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008101 I would be an interesting financial analysis, to show how recession hits pure IT companies like Google. Anyone? I would be an interesting financial analysis, to show how recession hits pure IT companies like Google. Anyone?

]]> By: gregory http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2008003 gregory Wed, 27 Feb 2008 06:50:22 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2008003 why doesn't anybody disagree with the basic thing.... is ad-based revenue a viable business model long term? i don't think so... because i hate ads, period... because there is so much online wall space, and relatively few ads... because the actual return to the advertiser has been wildly overestimated up until now... and the fraud thing won't go away... so, is google, like facebook, over-valued? me thinks so, it just is not politically correct to say so why doesn’t anybody disagree with the basic thing…. is ad-based revenue a viable business model long term?

i don’t think so… because i hate ads, period… because there is so much online wall space, and relatively few ads… because the actual return to the advertiser has been wildly overestimated up until now… and the fraud thing won’t go away…

so, is google, like facebook, over-valued? me thinks so, it just is not politically correct to say so

]]> By: Your Daddy http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2007974 Your Daddy Wed, 27 Feb 2008 06:18:49 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2007974 I LOVE it!!! MSFT must be laughing every day! I LOVE it!!! MSFT must be laughing every day!

]]> By: Marzipan from Toledo http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2007943 Marzipan from Toledo Wed, 27 Feb 2008 05:49:57 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2007943 @7 PE of 40 is low? That's equivalent to a yield of 2.5%. Adjust for beta and your real yield is probably sub 2% in nominal terms since GOOG doesn't even really throw off a dividend. You have to understand with GOOG you are not paying for a dividend, what you are paying for is a company that hits the lofty targets set forth. It doesn't matter if the stock is trading at a P/E of 5 ... if they miss their target or the street thinks they will miss the target, the stock is going to get nailed. They missed their last quarter, and they might miss this one too. Combine that fact with a market cap that has just recently begun to deflate (from being in the stratosphere), and you have a stock to stay away from. @7

PE of 40 is low? That’s equivalent to a yield of 2.5%. Adjust for beta and your real yield is probably sub 2% in nominal terms since GOOG doesn’t even really throw off a dividend.

You have to understand with GOOG you are not paying for a dividend, what you are paying for is a company that hits the lofty targets set forth. It doesn’t matter if the stock is trading at a P/E of 5 … if they miss their target or the street thinks they will miss the target, the stock is going to get nailed.

They missed their last quarter, and they might miss this one too. Combine that fact with a market cap that has just recently begun to deflate (from being in the stratosphere), and you have a stock to stay away from.

]]> By: Miracle Blade http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2007890 Miracle Blade Wed, 27 Feb 2008 04:45:19 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2007890 Statistics don't mean much. I think it's a big over reaction. Statistics don’t mean much. I think it’s a big over reaction.

]]> By: Charles Wilson http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/comment-page-1/#comment-2007868 Charles Wilson Wed, 27 Feb 2008 04:19:41 +0000 http://www.techcrunch.com/2008/02/26/did-the-market-overreact-to-googles-click-through-woes/#comment-2007868 I guess the drop in click thru is due to the fact that Google limit clickable space on their (adsense) ads to the title and the link itself? This greatly reduce the total clickable area of each ad by up to 80%. Maybe that affects the click thru rate. I guess the drop in click thru is due to the fact that Google limit clickable space on their (adsense) ads to the title and the link itself? This greatly reduce the total clickable area of each ad by up to 80%.

Maybe that affects the click thru rate.

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