Brett_Tabke - 1:51 am on Jan 2, 2003 (gmt 0)

Google has the money river all lined up and ready to turn on the tap. Paid inclusion, higher ppc prices, commercial search services, custom data feed services, portal services - they can take 25-35% of yahoo's daily users in a matter of months.

It just depends if Google turns on some of these revenue streams before or after an IPO. If they do it before to jack up the initial offering price, it might be a bad buy. However, long term, only amazon shows so much promise.

These guys haven't been setting around the plex waxing philosophic about a shopping engine for 3 years. They've got stuff setup and ready to roll that we've not heard of yet. There are more ways for Google to make money this year, than any other major site.