randle - 2:00 am on Jan 19, 2006 (gmt 0)

At the end of the day, these guys are making some serious money, and as a company are very robust. So some analysts who made growth predictions came up a bit short and the stock goes down; doesn’t change a thing for most of us here.

39% growth, and 1.5 billion in sales in one quarter; that’s awesome in anyone’s book.

From a revenue standpoint they have no worries no matter if the stock goes down a bit. The thing I think about though is vulnerability to an up and comer. Their search technology is not going to differentiate them from anyone who comes along. So after that it’s the news, groups, shopping, ect. With enough funding someone could put a dent in that. Course you’ll have to find a catchy name.