caveman - 6:03 pm on Dec 15, 2004 (gmt 0)

>I'm not willing to concede that, because nobody has a shred of concrete info.

PPCBidder, the post I made speaks only to what some big players I know are doing, right now.

No one is going to share details, but a goodly number of large players I'm in contact with are, as Shak says, preparing for this change, and believe it to be imminent based on...well...there's the rub. I can't say exactly. They're closely connected. Put it that way.

What I did not say is what G will do, because I don't know. I only know what I posted: That some very big well connected players are getting ready, and have already built revenue reductions into their Q1 plans.

As cavedad always used to say, "Prepare for the worst, hope for the best. Those who assume that the worst won't happen until they see it, usually get caught out in the plains with no cave to hide in."

OK it's not a great saying. But it's a great philosophy. ;-)