follow awadallah at http://twitter.com

June 25, 2016

Blood Pressure > Coreg 25mg Pills (Generic) > 180 Pills > $262.00

Posted in Category: Work — amr @ 8:52 pm | link | | comment (0)
Share

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00  

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 That is my prediction. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 For some history, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 read my previous blog posting about how Google increased the monetization of their SERP in Q3 by:

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 (1) adding up to 3-north-listings (above algo results), antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 (2) increasing north coverage significantly, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 and

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 (3) Variable-Term-Pricing (setting min max-bids on a per-term basis, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 rather than a flat $0.05 min).

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00  These changes led Google to a very strong Q3 where they showed a sequential growth of 14% over Q2 of 2005, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 a very strong increase for a typically slow summer quarter. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 That, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 however, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 sets the standard very high for Q4 of 2005, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 hence my prediction that they will miss the wallstreet estimates for Q4 sequential growth. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 I monitored their UI closely in Q4 and did not see any significant monetization changes to boost Q4 ala what happened with Q3.

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 In fact, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 Google admitted that fact in an Nov 2005 SEC filing which stated: “seasonal trends in the third quarters of 2005 and 2004 may have been disguised by certain monetization improvements to our advertising programs, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00”

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00  That said, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 there is many other reasons to sell GOOG, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 for example:

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 1. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 YPN will be hitting the Adsense program hard in 2006 once it’s out of beta. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 The adsense program is indeed starting to slow already, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 the google network revenue grew by 7% sequentially in Q3-2005 as opposed to 20% for google site.

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 2. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 Google is going nuts with capital spending (it spent almost twice what Yahoo spent)

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 3. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 Google is also hiring like nuts, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 800+ people in Q3, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 on top of 700+ people in Q2 (i.e. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 a 1/3 of Google’s work force joined in these two quarter). Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 There is two downsides to this: (a) they are hiring lower quality folks (we interview same folks and see who they pick), antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 (ii) they are hiring like yahoo was in 1999/2000, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 i.e. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 hiring today expecting that more revenue will come later, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 that is not always true (as yahoo learned the hard way and laid off a ton of folks in period 2001-2003).

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 4. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 Google has been growing the cost of revenues much faster than revenue, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 in fact their operating margin fell from 35.2% in Q1 of 2005 to 33.5% in Q3

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 In summary, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 if you have been thinking about selling/shorting google, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 now might be a very opportune time. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 I will symbolically short 1 share of Google tomorrow ;)

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 — amr

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 update: A colleague of mine reminded me that Google did a SERP UI change in early December, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 they increased the font-size for the East adword listings (i.e. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 listings on the right rail of the page). Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 We call this type of change an “accelerator change” which is usually done to try and catch up with revenue projections, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 its another signal that Google’s Q4 quarter is a bit in trouble. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 Note that they launched this change after the peek of xmas shopping.

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 update: As promossied I did short Google on the morning of Jan 13, antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 2005. Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00 I actually shorted 10 shares at $465.

Antibiotics > augmentin 250mg pills (generic) > 120 pills > $190.00  

Average Rating: 5 out of 5 based on 211 user reviews.

Share

• • •

No Comments »

No comments yet.

Comments RSS

Leave a comment

Powered by: WordPress • Шаблон: ADMIN-BG • 35 queries. 2.588 seconds.