tedster - 9:02 pm on Apr 17, 2011 (gmt 0)

The market analysts I've read are focused on Google's spending, not on changes in the search results from Panda.

Citigroup’s Mark Mahaney this morning cut his rating on shares of Google (GOOG) to Hold from Buy after the company slightly missed Q1 EPS estimates last night, as operating expense growth surged 45%, outpacing the 29% rise in net revenue. [blogs.barrons.com...]