Google, wer kauft diese Aktie?

verfasst von off-shore-trader, 01.05.2004, 11:01

-->Hier wird wieder mal ein gigantisches Bereicherungsprogramm für die Unternehmens-Insider und die Bankenindustrie aufgesetzt. Als CSFB oder Morgan Stanley Kunde hätte ich natürlich auch Grund zur Freude bei einer Zuteilung. Würde mich allerdings auf dem Hacken drehend von den Dingern verabschieden.

Greets

off-shore-trader



http://www.thestreet.com/pf/tech/georgemannes/10157744.html

Auszug:
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For the first glimmers of the new reality, consider the economics of Google's relationship with other companies upon whose sites Google runs ads, and through which Google collects advertising revenue.

Those partner sites -- referred to as members of the Google Network -- accounted for a significant amount of Google's gross advertising revenue, one learns from Google's IPO document. In 2003, those partner sites generated $648 million in gross revenue, or 46% of Google's $1.4 billion in gross advertising revenue.

Yet Google's net revenue from its partner sites -- the amount it receives after it pays commissions to these partners for the privilege of running ads on their sites -- is a fraction of that. According to TheStreet.com's calculation, in 2003 Google paid to its partners 81% of the advertising revenue it received from these partners. In comparison, Google rival Overture Services, before it was acquired by Yahoo! (YHOO:Nasdaq) last year, was paying out around 63% of partner-generated ad revenue to its partners.
...
There's nothing wrong with running a chocolate factory, or an Internet-search company, any way you please. There's nothing wrong with believing that you'll have infinite resources. But a few years from now, if times get a little harder for Google, investors might begin to question whether the money spent on workplace washing machines might better be deployed elsewhere.
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<ul> ~ hier</ul>

Thread gesperrt

 

gesamter Thread:

• Google, wer kauft diese Aktie? - off-shore-trader, 01.05.2004, 11:01
  • Re: Google, wer kauft diese Aktie? - Easy, 01.05.2004, 12:07
    • Verkaufen können sie.. - Trixx, 01.05.2004, 16:28