tedster - 4:37 am on May 13, 2010 (gmt 0)
This article seems like a really weak analysis to me. The GAINS have flat-lined? Why should any analyst expect a business to maintain some percentage growth curve?
I think the huge changes we're seeing now have been in the planning for YEARS, not months. And last month, while many here were saying how bad the changes were (even before Mayday), Google was gaining a share in organic search again.
Could Google use another big profit maker? Of course they could. But what they are doing clearly pleases a lot of people around the world. They've got a handle on something that we don't see very clearly because we look at them through webmaster-colored glasses... just as this analyst/writer looks at them through investor-colored glasses.